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
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? Reach out to our Support Team.
Overview of the process
To become a Tech Provider, partners must complete an onboarding process managed by Meta.
Access to your ISV Business Portfolio in Business Manager
Meta app creation and setup
Accept Meta Terms of Service
Complete the Business Verification (If not already verified)
Creating a Partner Solution (with a Solution Partner—360Dialog)
Submitting the app for review
Activating your Application Mode (to: Live)
Adding your Solution_ID in the 360Dialog Partner Hub
Waiting for 360Dialog to accept the Partner Solution Request
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.
If not yet, go to business.facebook.com 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.
Register as a Meta developer
You must have a Meta Developer Account to begin with the app creation. After logging in your ISV Business Profile, go to developers.facebook.com and click Get Started (upper-right corner) and complete the registration flow.
2. Meta app creation and setup
Create a new Meta App
Go to developers.facebook.com/apps and create a new Business app, which will generate your Meta app ID.
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.
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.
Otherwise, go to Meta Business Suite > and submit your verification request.
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
Solution Name
Your company name + your Partner ID (see how to retrieve it here). If you have multiple Partner IDs, you can use the same Solution ID.
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:
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:
App icon (You can use external tools to resize your image for 512x512 or 1024x1024 pixels)
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:
Use 360Dialog’s API Setup cURL script or your existing integration to send a message.
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.
360Dialog’s API Setup cURL script of your existing integration to create a template message.
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
If you need help preparing the recordings you can request us, or schedule a live assistance session with one of our experts at 360Dialog. Contact our Support Team, and we will coordinate a suitable time to guide you through the process.
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.
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.
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:
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.
Attach the "Message Sending" video (1) – showcasing your app being used to send a message template, or the API Setup cURL script (Templates API).
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.
Attach the "Message Template Creation" video (2) –showcasing your permissions to create templates using the Partner API, or show the WhatsApp Manager being used by you to create a message template.
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
After the App is Live, log in to your Partner Hub and access the “Integration” Tab. Click the edit button on the right side of the Solution ID row to add your ID.
Please also make sure that you’ve set your Partner Webhook URL as well as Redirect URL.
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 your own Embedded Signup, but you can keep onboarding numbers normally through Integrated Onboarding.
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.
To send messages, you will always have to use 360Dialog's endpoints.
References
You can also refer to Meta's Official Documentation below:
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