Hi snapshot
Setting up the WhatsApp Business API may seem challenging at first, but by following these steps, you can get started quickly and efficiently. Here's a detailed guide to help you:
Step 1: Meet the Requirements
Before applying for the WhatsApp Business API, ensure you have:
- A verified Facebook Business Manager account (this is mandatory).
- A dedicated phone number that hasn’t been used for a regular WhatsApp account.
- Access to a business website or other verifiable online presence that reflects your business name.
Step 2: Apply for API Access
- Go to the Facebook Business Manager: https://business.facebook.com/.
- Navigate to the WhatsApp Manager section.
- Submit your application with details about your business, including your:
- Display name (must match your business name).
- Phone number (should not be connected to any other WhatsApp account).
- Business category (e.g., retail, e-commerce, etc.).
Step 3: Verify Your Facebook Business Account
- Log in to Facebook Business Manager and go to Business Settings > Security Center.
- Start the verification process by submitting required documents such as:
- A valid business license or tax documentation.
- Proof of your business name and address.
- Wait for Facebook to approve your verification. This can take a few days.
Step 4: Choose a WhatsApp Business API Provider
You cannot directly host the WhatsApp API unless you’re an enterprise-level business. Instead, you need to choose a
Meta Tech Partner (MTP) to host the API for you. Recommended MTP's include:
- Automate AI - https://theautomate.ai
These providers help you manage the API setup, hosting, and integration seamlessly.
Step 5: Register Your Phone Number
- Provide the Meta Tech Partner with the phone number you’ll use for the API.
- Ensure the number can receive calls or SMS for verification purposes.
- The Meta Tech Partner will guide you through the registration process.
Step 6: Configure Webhooks and API
- Set up a Webhook URL to receive event notifications from WhatsApp, such as message delivery status or incoming messages.
- Webhooks require a publicly accessible server (use platforms like AWS, Heroku, or your own server).
- Use tools like Postman to test API endpoints and send messages.
Step 7: Submit Message Templates
- WhatsApp requires pre-approval for sending templated messages.
- Create templates for notifications, updates, or alerts, ensuring they follow WhatsApp’s formatting guidelines.
- Submit the templates via your BSP platform for approval.
Step 8: Start Using the API
- Once everything is set up, you can start sending and receiving messages through the API.
- Use the API to integrate with your CRM, chatbots, or helpdesk software to automate and streamline your customer communication.
Helpful Tips
- Ensure your display name matches your business branding to avoid rejection during the approval process.
- Always follow WhatsApp’s guidelines to avoid account suspension.
- Work with an experienced Meta Tech Partner for smooth onboarding and support.
If you run into any issues during the setup, feel free to ask here or consult your Meta Tech Partner. Good luck with your WhatsApp Business API journey!
Best regards,
Waexpert
