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  • get started
    • Welcome to 360Dialog
    • Quickstarts
      • Register as a Meta Tech Provider
      • Add a WhatsApp Number
      • Set up Integrated Onboarding
      • Create a Message Template
      • Send a Message
      • (temp title) Getting started as a partner
    • Pricing & Billing
      • Payment Methods for BR: Pix & Boleto
      • Month Closing Invoice (MCI)
    • Get API Access
    • Tech Provider Program
      • Understanding the Meta Tech Provider Program
      • Becoming a Meta Tech Provider: A Step-by-Step Guide
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    • Solutions for Partners
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        • Design a Stable Webhook Receiving Endpoint
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    • Managing WABA Accounts
      • Using the Partner Hub to manage Clients and Channels
      • Using the Partner API to manage Clients and Channels
      • Partner Permission to Generate API Key
      • Checking Usage & Statistics
    • Phone Number & Hosting
      • Migrating a Phone Number
        • Migrate number from Meta or alternate BSP to 360Dialog
        • Migrate a phone number to a new WABA
        • Migrate a phone number to a new WABA to change messaging Currency
      • WhatsApp Coexistence
        • Coexistence Onboarding
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    • WABA Profile & Compliance
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    • Sending & Receiving Messages
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      • Upload, retrieve or delete media
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    • Payments (India Only)
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On this page
  • Overview of the process
  • Get started
  • 1. Access to Your ISV Business Portfolio in Business Manager
  • 2. Meta app creation and setup
  • 3. Accept Meta Terms of Service
  • 4. Complete the Business Verification (If not already verified)
  • 5. Create a Partner Solution
  • 6. Start App Review
  • 7. Set your Application Mode to: Live
  • 8. Add your Solution_ID to the 360Dialog Partner Hub
  • 9. 360Dialog accepts the Partner Solution Request
  • 10. Managing and Messaging
  • References

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  1. get started
  2. Tech Provider Program

Becoming a Meta Tech Provider: A Step-by-Step Guide

This guide provides a step-by-step approach to successfully creating and integrating your Meta App solution with 360Dialog

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Last updated 1 month ago

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As a Tech Provider, you must complete all the steps below, including registering as a Meta Developer, configuring your Meta App, verifying your business, and obtaining approval from Meta and 360Dialog.

This is a required step for Independent Software Vendors (ISVs) to enroll in Meta’s Tech Provider Program and unlock benefits for partnering with 360Dialog.

Need help? .

Overview of the process

To become a Tech Provider, partners must complete an onboarding process managed by Meta.

  1. Access to your ISV Business Portfolio in Business Manager

  2. Meta app creation and setup

  3. Accept Meta Terms of Service

  4. Complete the Business Verification (If not already verified)

  5. Creating a Partner Solution (with a Solution Partner—360Dialog)

  6. Submitting the app for review

  7. Activating your Application Mode (to: Live)

  8. Adding your Solution_ID in the 360Dialog Partner Hub

  9. Waiting for 360Dialog to accept the Partner Solution Request

  10. Once all integration steps are completed, final setup and customer onboarding can begin with your end customers.

The steps are described below:

Get started

1. Access to Your ISV Business Portfolio in Business Manager

Create a business portfolio

If you already have a business portfolio for your ISV company, you can skip this step.

Register as a Meta developer

2. Meta app creation and setup

Create a new Meta App

At this step, you can select the business portfolio of your ISV account. If you don't select it now, you can do it later on the QuickStart page.

Add the WhatsApp product to your App

In the Meta for Developers App dashboard > scroll down to Add products to your app > locate the WhatsApp product, and click on the Set Up button.

After clicking, navigate to WhatsApp Panel > Quickstart > Scale your business, and click on Continue Onboarding.

3. Accept Meta Terms of Service

After clicking on "Continue Onboarding", you will see a pop-up.

Select "Working with a Solution Partner"

Choose the option (described below) Working with a Solution Partner.

Don't worry, choosing this option does not prevent you from access or moving away in the future; you can always switch Solution Partners or operate independently at a later date.

After making your choice and continuing, you will be taken to the Quickstart > Onboarding panel.

4. Complete the Business Verification (If not already verified)

Verified businesses has a green checkmark and a green Approved dropdown menu label. If your business is already verified, you can skip this step.

The Business Verification section of the Quickstart > Onboarding panel will also be updated, indicating if the status of the submission.

You can only move on to the next steps after business verification is complete.

5. Create a Partner Solution

In the Onboarding panel, go to step.2 then click "Create a Partner Solution" button:

The creation request should have the exact same terms as shown in the next image.

Solution Details

Field
Description
Value

Solution Name

ISV_Name: xxxxxxPA

Example: PartnerCompanyName1234: SvAiK8PA

Partner App ID

360Dialog's app ID The exact value should be inputted.

307713669880953

Send Messages

Inform Meta you'll use 360Dialog API to send messages.

Only my partner

Once requested, it will appear in the "Create a Partner Solution" row with a Pending Acceptance state. You can complete the next step while your solution remains in the pending state.

See the possible states below:

State
Description

Draft

The solution has been initiated and saved but has not been sent to 360Dialog.

Pending Acceptance

360Dialog has not accepted or rejected the solution.

Active

360Dialog has accepted the solution and Partners can use it to host their own embedded signup and leverage Tech Provider features.

Inactive

360Dialog declined the solution request.

Pending deactivation

360Dialog has requested to deactivate the solution. You can accept or decline this request.

Deactivated

The solution has been deactivated.

Your request will be approved once all steps are completed and you share your Solution ID with us in the Hub.

Review Your App Settings

Next, click on "Review app settings":

You must also add basic data about your app such as:

  • Privacy Policy URL

  • Category (Select the category the best fit your Software)

Be sure to save your changes. You can add additional information if you wish later, but the information above is the only information required to complete the remaining steps.

Capture videos for App Review

As part of the Meta App Review process, you have to submit two video recordings demonstrating key functionalities of your WhatsApp integration. These videos validate that your app is properly configured to send messages and create message templates.

You only need to prepare and record the videos. The submission will be done in the following step.

Required Videos & How to Record

Video 1: Sending a Message from Your App

Objective: Demonstrate a message being sent from your app and received in a WhatsApp client (mobile or web).

How to Record:

  • Select a WhatsApp test recipient and capture the process from message sending to delivery in the WhatsApp client.

  • If using an API request, ensure the video shows both the request and the received message in WhatsApp.

Video Requirements:

  • Clearly display the API request or your software UI interaction sending the message.

  • Show the WhatsApp client receiving the message in real time.


Video 2: Creating a Message Template

Objective: Demonstrate how your app creates a Message Template within the WhatsApp Business API.

How to Record:

  • Use either:

    • 360Dialog’s WABA Management App in the Hub (recommended for non-technical users) to create a template.

  • Capture the entire creation process, from entering template details to finalizing submission.

Video Requirements:

  • If using 360Dialog’s API, show the step-by-step template creation from your application.

  • Ensure all relevant fields (message body, language, media type) are visible in the recording.

For additional tips on recording, go to the Quickstart > Onboarding panel and locate the Record video documentation row. Select Record video button for guidance on creating your videos (note that this button does not capture video; you will need to record them and upload it later).

Please note that these videos are mandatory to progress to App Review Submission in the next step.

Schedule Expert Assistance for Recording

6. Start App Review

Next, you will find the Submit documentation for App Review row. Click the Begin App Review button to start.

The App Review is a required step to secure access to specific features on WhatsApp. For you to manage another businesses WABAs and send messages on their behalf, Meta needs to validate how you will use the requested permissions to ensure there is no abuse or harm to user data.

Meta's team will review the submission and approve, reject, or request additional information if needed.

Once you click continue, you will be redirected to the App Review Request page.

Answer Data Handling questions

On the App Review page > Requests > Edit, navigate to the bottom down to "Data Handling questions" and answer security questions.

After you finish the questions, click on "Submit".

Request permissions and submit video recordings

Permissions are granular, user-granted authorizations by Meta. Before your app can use a service to access an user's data, Meta must grant all permissions required by that service.

To pass the app review, request only the permissions necessary for your app to function, as asking for unnecessary permissions is a common reason for rejection.

Below are the app permissions required during the review process:

Permission
Description
Video Requirements

whatsapp_business_messaging

Describe how your app uses this permission to send messages on behalf of your users.

Explain whether messages are sent through 360Dialog API or an application you have developed, and how it benefits your users.

whatsapp_business_management

Includes account details, message templates, and other WhatsApp assets.

Highlight how your platform enables customers to control their account settings and assets.

Submit the videos you recorded highlighting where each respective permissions are used.

Do not submit the same video clip for each permission, even if it covers the use cases for each permission in your submission, or it may be rejected.

You should have a verified page as below:

After you click on Submit for Review, your app will be on the "In Review" status.

Access Verification

This step is crucial to ensure your app complies with the requirements set by Meta and WhatsApp.

In the Meta App Dashboard, go to App Settings > Basic, then locate the "Access Verification" row, and "Start Verification".

Complete the flow and submit your answers for verification.

You will hear back from Meta via email, developer alert, and its status will be updated in the App Review > Requests panel.

After you have completed the steps above, the Quickstart > Onboarding panel should indicate that all steps are complete (with a green checkmark) like the image below.

7. Set your Application Mode to: Live

Before sharing your Solution ID, make sure to turn on your App Mode toggle to Live.

If your app is on Development mode, the Embedded Signup will return error and won't start for end-users. To address this issue, please toggle to the Live mode.

Copy your Tech Provider Solution ID

You can find your Solution ID in the Meta Dashboard under WhatsApp > Partner Solutions. This is the correct ID that you need to copy and share on the 360Dialog Partner Hub.

Please note that this ID is different from the App ID shown in the main bar.

8. Add your Solution_ID to the 360Dialog Partner Hub

Please, ensure you add the Solution ID to all your partner accounts in case you have more than one partner_id

Please also make sure that you’ve set your Partner Webhook URL as well as Redirect URL.

The Solution ID allows us to share WABAs with you as a Tech Provider. After you add it to your Hub, even WABAs created via Integrated Onboarding will be associated with your Business Manager.

9. 360Dialog accepts the Partner Solution Request

After you input your Solution ID, 360Dialog receives the request to accept the solution request. You should have your solution approved in a maximum of 24 hours.

You must share the Solution_ID in the step before, then 360Dialog can complete the integration.

10. Managing and Messaging

That's it! After the Solution ID is shared and approved, as a Tech Provider, you will be able to use the direct Meta APIs for managing shared WABAs and phone numbers. You will also receive the webhooks of received messages of these numbers.

References

You can also refer to Meta's Official Documentation below:

If not yet, go to and create a Meta Business Suite account using your Facebook credentials. This will generate a business portfolio, which will serve as a container for any WhatsApp related assets you will be creating later.

You must have a Meta Developer Account to begin with the app creation. After logging in your ISV Business Profile, go to and click Get Started (upper-right corner) and complete the registration flow.

Go to and create a new Business app, which will generate your Meta app ID.

Otherwise, go to > and submit your verification request.

Only verified business can create a Multi-Partner Solution. You can see your business's verification status in the Meta Business Suite > Business information panel:

Your company name + your Partner ID (). If you have multiple Partner IDs, you can use the same Solution ID.

App icon (You can use for 512x512 or 1024x1024 pixels)

Use or your existing integration to send a message.

of your existing integration to create a template message.

If you need help preparing the recordings you can request us, or schedule a live assistance session with one of our experts at 360Dialog. , and we will coordinate a suitable time to guide you through the process.

When answering the questions in the pop up, you can also use the Pre-fill button () on the top right to reuse answers from another app already created on the same Business Manager.

Attach the "Message Sending" video (1) – showcasing your app being used to send a message template, or the API Setup cURL script ().

Attach the "Message Template Creation" video (2) –showcasing your permissions to create templates using the , or show the WhatsApp Manager being used by you to create a message template.

After the App is Live, log in to your and access the “Integration” Tab. Click the edit button on the right side of the Solution ID row to add your ID.

Your Solution will only be approved by 360Dialog after you have added the ID in your Partner Hub. Without an approved solution, you will not be able to onboard WhatsApp accounts with , but you can keep onboarding numbers normally through .

To send messages, you will always have to use .

business.facebook.com
developers.facebook.com
developers.facebook.com/apps
Meta Business Suite
https://business.facebook.com/settings/info
external tools to resize your image
360Dialog’s API Setup cURL script
Contact our Support Team
Partner Hub
your own Embedded Signup
Integrated Onboarding
360Dialog's endpoints
see how to retrieve it here
Templates API
Reach out to our Support Team
LogoBecome a Tech Provider - WhatsApp Business Platform - Documentation - Meta for DevelopersMeta for Developers
LogoApp Review - WhatsApp Business Platform - Documentation - Meta for DevelopersMeta for Developers
360Dialog’s API Setup cURL script
Partner API
Select "Other" and click next
Select "Business" and click next
When finished, click "Create app"
Click continue
Click "Continue to App Review"
You will be redirected to the Requests page, click on Edit and follow the process accordingly.
Click on Start Verification to complete the process