WhatsApp Business API account setup

How to set up your WhatsApp Business API account with a provider, number, and templates.

Set up your WhatsApp Business API account by connecting a provider, verifying your number and display name, and preparing templates and inbox routing.

Key takeaways

Sign up with a provider/platform and link your Business Manager.
Connect a phone number, verify it, and request display name approval.
Load templates, set inbox routing, and run a live test before scaling.

Connect to a provider

Create an account with your chosen BSP or platform and grant access to your Facebook Business Manager. This links your business identity to the provider’s API stack.

Number and display name

Pick a number that is not active on the consumer or Business app.
Verify via SMS/voice and submit your display name (matching your brand and website).
If migrating from another provider, follow the official porting steps to retain reputation.

Templates, inbox, and testing

Create initial utility templates (order update, reminder, OTP).
Set routing rules: bots first, then agents; add business hours and SLAs.
Send a test template to a verified test number to validate delivery and replies.

FAQs

Can I connect multiple numbers?

Yes. Many businesses use separate numbers per brand or region. Manage them in Business Manager and your provider dashboard.

Do I need to warm up the number?

Start with small, relevant sends to keep quality high. Avoid cold broadcasts immediately after setup.

How do I confirm my display name is approved?

Your provider will show approval status. The name must match your brand and website; otherwise Meta may reject it.

Try BotMax AI

Launch WhatsApp automation with compliant messaging

Verified templates, inbox for teams, broadcasts, reminders, and billing workflows.

Talk to sales Start a trial