WhatsApp Setup

Each workspace sends from its own WhatsApp Business number. There are two ways to connect one.

Option A — Embedded Signup (recommended)

The client authorizes Whatbot in a Meta popup; Whatbot receives their WhatsApp Business Account (WABA) and a token automatically.

1. Open WhatsApp settings

   In the workspace, go to Settings → WhatsApp → Connection and click Connect with Facebook.

2. Authorize in the Meta popup

   Sign in to the Facebook Business account, pick (or create) the WABA and phone number, and grant access.

3. Done

   The number is connected — its WABA id, phone number id, and token are stored for the workspace. Templates and sends now use it.

Note

Embedded Signup needs a real HTTPS domain whitelisted in the Meta app — it does not work on localhost.

Option B — Manual (bring your own IDs)

If you already manage the WABA, enter the IDs directly under Settings → WhatsApp → Connection:

Field	Type	Required	Description
WABA ID	string	Yes	WhatsApp Business Account id (Meta → WhatsApp Manager → your account).
Phone Number ID	string	Yes	The number’s id (Meta → WhatsApp Manager → the number → API Setup).

For a manually-entered number under a shared business, the number must be registered/connected (verified via OTP, then registered to the Cloud API) and the business’s system-user token must have access to that WABA.

Templates

Message templates live at the WABA level — all numbers under the same WABA share one template library. To give a tenant its own separate templates, it needs its own WABA (Option A).