WABA account: Embedded Signup

The Embedded Signup is a new onboarding flow for the WhatsApp Business API.

To get WhatsApp Business API Access please follow these steps. Note which items need to be executed by the business (the applicant) , the Solutions Partner, or where we (360dialog) will take over .

Embedded Signup Process

Prerequisites

To get a WhatsApp Business API Access, you will need the following: - a valid Facebook Business Manager ID - a valid phone number for WhatsApp - a Partner referral link (supplied by Solution Partner)

Tutorial Video

1. Complete the Applicant Form

Fill out the WhatsApp Business Account application form.

2. Complete the Embedded Signup

There are 3 main steps to the Embedded Signup:

  1. Choose or Create a Facebook and WhatsApp Business account

  2. Create your WhatsApp Business Profile - Choose Display Name - Add the Business Category and Description

  3. Complete Number Registration

    - Receive a 6-digit code via SMS or Voice to verify the number

3. Generate an API Key

Once the Embedded Signup is completed, we will immediately deploy the WhatsApp Business API stack and you will be automatically logged into 360 Client Hub, where you can generate your API-KEY.

When the stack is deployed, the number will enter Sandbox Mode. In the mode, you will be able to send messages but the number will be subject to restrictions until Business Verification is completed.

4. Complete Facebook Business Verification

We strongly recommend that you verify your Business before applying for WhatsApp Business API access. However, if your Business is not verified by Facebook, you can do that step while in Sandbox Mode. Find more information on how to do it in our Facebook Business Verification page.

After generating the API key and entering the Sandbox mode, you must verify your Facebook Business Account (if you haven’t done so already). As soon as you upload the documents for Business verification, the Sandbox will be upgraded to Expanded Sandbox mode. The Expanded Sandbox mode allows you to have up to 1500 conversations with clients per month. Therefore, we highly recommend that you submit the documents for Business Verification as soon as possible, to enter the Expanded Sandbox mode.

5. WhatsApp Commerce Policy Review

When your Business is Verified, The WhatsApp Trust and Safety Team will check for the compliance of WhatsApp Commerce Policy. They will also review your chosen Display Name.

Once all these three verifications have been successfully completed, the client will enter the full access WhatsApp API environment.

Important Information

Rules

Once a business completes the embedded signup flow, they can send messages before their business is verified by WhatsApp. This period is known as the unverified trial experience. There are 2 tiers to this:

  1. Unverified trial experience (upon completion of embedded signup)

    • Notifications: Can be sent to 2 phone numbers, up to 10 messages a day. This limit is renewed daily, so if messages were sent to 2 phone numbers today, you will be able to send 10 new ones to 2 different phone numbers tomorrow. Notifications can only be sent with pre-approved message templates.

    • Customer Service Messages: Can have customer-initiated conversations with up to 10 phone numbers. A conversation is a 24-hour window of messaging with a given phone number. This limit is renewed daily, so if you had conversations with 10 phone numbers today, you will be able to have conversations with 10 different phone numbers tomorrow.

  2. Expanded trial (upon submission of documents as part of Business Verification)

    • Notifications: Can be sent to 2 phone numbers, up to 10 messages a day. This limit is renewed daily, so if messages were sent to 2 phone numbers today, you will be able to send 10 new ones to 2 different phone numbers tomorrow. Notifications can only be sent with pre-approved message templates.

    • Customer Service Messages: Can have 1500 customer-initiated conversations. A conversation is a 24-hour window of messaging with a given phone number. This limit is renewed daily, so if you had 1500 conversations today, you will be able to have 1500 conversations (within the 24-hour window) tomorrow.

WhatsApp defines a conversation as a 24-hour session of unlimited messaging between a person and a business. The 24-hour conversation session begins when a business reply to a user message is delivered within the 24 hour window. You can use message webhooks notifications to monitor conversations —only messages with status sent, delivered, and read are impacted.

Billing

Billing will begin as soon as the WhatsApp Business API stack is deployed. The stack is deployed immediately after the Embedded Signup is completed. As such, if you complete Facebook Business Verification before applying for WhatsApp Business API access, this will reduce the time needed to enter the full API environment.

If the business isn't verified in 30 days

The Embedded Signup allows access to the Sandbox and Expanded Sandbox for 30 days. If the business isn't verified by Facebook or approved in the WhatsApp Commerce Policy check in this timeframe (regardless of the motive), the number will go into an offline state.

If the company wants to use this same number in other versions of WhatsApp (like Business App, for example), the client needs to submit a cancellation request in the 360 Client Hub and file a support ticket. We will then contact Facebook to request that this number is disconnected from the API.

The downgrade to the Business App or Consumer App isn't guaranteed, since the request need to be approved by Facebook.

This process can take up to 10 days. After that, if the request is approved, the client will be able to use the number normally outside of the API.