Embedded Signup

This page describes the Embedded Signup flow.

The Embedded Signup is a streamlined onboarding process offered by Meta that enables businesses to sign up for the WhatsApp Business Platform directly through 360dialog. Rather than navigating multiple portals and completing manual verification steps, the entire process occurs within a single secure flow.

The Embedded Signup flow is primarily used to create WhatsApp Business Accounts (WABAs) and register phone numbers for use on the WhatsApp Business Platform. Depending on the phone number status, it is necessary to choose the right option during the Embedded Signup. Each option is detailed described, so please check the phone number status and choose the correct option accordingly:

Check if the phone number is already connected to one of the WhatsApp products.

WhatsApp API	WhatsApp personal App	WhatsApp Business App	Correct Flow
Yes	No	No	Migrate a number to 360Dialog
Yes	No	Yes	Migrate a COEX number to 360Dialog
No	No	No	Embedded Signup
No	No	Yes	Coexistence Onboarding
No	Yes	No	Embedded Signup (check the details here)

Prerequisites

To launch the Embedded Signup flow and register a phone number, you must have the following:

• 360dialog Account

• A valid business phone number

• Meta Business Portfolio (not applicable for COEX numbers using WhatsApp Login)

  • While not an explicit requirement, we having a Meta Business Portfolio with the required permission before navigating the Embedded Signup Flow. It is possible to create a Business Portfolio using the ES flow, but it will take longer to get the required approvals before starting messaging.

• Ensure the Business Info section of the Meta business Portfolio is completed:

  • Businesses must input their legal name, address, website, and business phone number in this page. Having an incomplete Business Info section with any of this information missing will trigger the WABA to be restricted, which may take some time.

• Live business website

  • The Business website is reviewed by the WhatsApp Integrity team to ensure compliance with the WhatsApp Business Messaging Policy. To avoid immediate blocking, your website must:

    • Be live and publicly accessible.

    • Be secured with SSL (HTTPS).

    • Clearly describe the company’s business.

Embedded Signup Flow

Follow these steps to launch the Embedded Signup.

Note: The Embedded Signup uses Facebook Login, so only the owner or administrator of the Business Portfolio can start and complete the flow. Third-party providers are not allowed to navigate the Embedded Signup on behalf of the business.

1

Log in to 360dialog

You must log in to your 360dialog account. If you don't have an account, you can create one here.

If you work with an integration partner, please start from their app.

2

Click Add channel

On the numbers page, click the Add channel button. It is the plus button located at the top of the page.

Add channel button disabled

The Add channel button is disabled for Partner-Paid accounts. ⇒ If this button is disabled, it indicates that you have a Partner-Paid account, where your partner manages WhatsApp API billing on your behalf. In this case, you must add a number through your integration partner’s application. If you do not have an integration partner, please contact our support team for assistance.

3

Select a Pricing Plan

Select the desired pricing plan and click Continue.

4

Add payment method (if applicable)

Direct payment clients need to have a valid payment method. They can create it during the onboarding if they do not have one yet. For clients for whom this step is not relevant, it is skipped (e.g., partner payment model or already created payment method.)

5

Enter phone number

Please enter the phone number and click Next.

6

Check if the number is already in use

Four options will be shown:

• No, it's not connected Phone number is not connected to WhatsApp yet.

• Yes, Personal app Phone number is currently connected to the WhatsApp personal app.

• Yes, Business app Phone number is currently connected to the WhatsApp Business app.

• Yes, Business API Phone number is currently connected to WhatsApp Cloud API, with or without a BSP.

Please select the correct option. As part of this guide, we will add a fresh number, so we will select the option "No, it's not connected". If the phone number to be onboarded is already on WhatsApp, please refer to other guides linked on the table above.

7

Confirm Admin Access to the Meta Business Portfolio

8

Launch Embedded Signup

Click on the Embedded Signup button.

Review and accept the terms provided by Meta by clicking Continue.

9

Select Business Assets

First, select the Meta Business Portfolio to use (a.k.a. Meta Business Manager.) If none exists, choose the option to create a new business portfolio.

Next, select an existing WhatsApp Business Account (WABA). To create a new WABA instead, select Create a WhatsApp Business Account.

If a new business portfolio or WABA is created, additional details will be required in the next step.

10

Add Number

In this step, choose between Use a display name only or Add a new number.

• Add a new number - Recommended - Select this option to register a business-owned phone number.

• Use a display name only - select this option to register a Meta Provided 555 number.

  Note: Eligibility requirements apply for Meta-provided numbers. If requirements are not met, this option may be unavailable.

The phone number must then be verified using either:

• A text message (SMS), or

• A voice call

Follow the on-screen instructions to complete the verification process.

Learn more about phone numbers and eligibility requirements here.

11

Review what you will share with 360dialog

This screen indicates what info is shared with us, 360Dialog. Please check and finish Embedded Signup by clicking "Confirm".

12

Connecting your account

This may take a few moments. Please don´t close the screen.

13

Enter the confirmation code

Please do the OTP verification.

14

Finish the Embedded Signup

Once the verification is done, you will see for a moment the screen from step 11. Once the number is successfully onboarded, you can finish the Embedded Signup by clicking Finish.

15

The number is connected

The Embedded Signup window will be automatically closed, and you will be redirected back to the 360Dialog Hub or to the partner application.

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FAQ

Can I register a number that’s connected to an IVR system?

Yes, but the number must be able to receive the WhatsApp verification code.

WhatsApp only supports two verification methods:

• Voice call – An automated English call with a 6-digit PIN code.

• SMS – A text message with a 6-digit PIN (available only for mobile numbers or numbers that can receive SMS).

Important:

• The number must be able to receive international calls or SMS.

• Voice and SMS are the only supported registration methods.

• There are no workarounds.

What if my IVR system blocks the verification call?

You have two options:

Option 1: Whitelist or Redirect Sender IDs

If your IVR blocks incoming registration calls:

1. Contact Support to request the IVR Sender IDs (typically +1 US or +44 UK numbers).

2. Add these numbers to your IVR whitelist or redirect rules.

3. Capture the OTP when the call comes from one of these sender IDs.

Option 2: Temporarily Disable IVR

If possible:

1. Request a 15-minute registration window from Support.

2. Disable IVR during that time.

3. Receive the registration call directly.

I don’t receive the SMS or call, and no error appears. What should I do?

• Call the business phone number and ensure no IVR or redirect is happening

• Re-try the verification

• Try an alternate verification method

• Contact 360dialog Support

Why am I seeing a registration timeout?

Meta enforces cooldown limits during registration:

• You must wait 2 minutes between attempts.

• After 3 failed attempts, a 2-hour lock is automatically applied.

If you’re locked out, wait for the cooldown period before trying again.

Why can’t I select my Business Portfolio?

This usually happens if:

• You are not an Admin of the Business Portfolio.

• The Business Manager is restricted.

• The Business Manager hasn’t completed verification.

How to fix it:

• Confirm you have Admin access in Business Manager.

• Ask an existing Admin to grant you full permissions.

• Check if the Business Manager has any restrictions in Account Quality.

• Ensure business verification has been completed (if required).

You must use a Business Manager where you have full admin rights to complete Embedded Signup.

Why is my account under review after completing Embedded Signup?

After signup, Meta may automatically review:

• Your business information.

• Your website.

• Your display name.

• Commerce Policy compliance.

During review:

• Messaging may be limited.

• The account could appear temporarily restricted.

Check Account Quality in Business Manager for updates. If information is missing (especially website details), update it and request a review.