Menu

Dialer Login
(Coming Soon)

Biller Login
(Coming Soon)

WhatsApp Business API / 6 min read

WhatsApp Business API setup step by step

A clear, sequential checklist to launch WhatsApp Business API from zero to first message.

Follow this step-by-step sequence to launch WhatsApp Business API from scratch, covering verification, number setup, templates, and go-live testing.

Key takeaways

Verify your business, connect a number, and align your display name.
Set up opt-in capture and submit core templates for approval.
Test messaging end-to-end before running larger sends.

Step 1: Verify your business

Complete Business Manager verification with legal documents.
Add your domain and ensure brand consistency.

Step 2: Pick provider and connect number

Choose a BSP or platform (e.g., BotMax AI) and link Business Manager.
Add a phone number, verify via SMS/voice, submit display name.

Step 3: Prepare consent and templates

Add opt-in to forms, checkouts, and support flows.
Create utility templates: order update, invoice reminder, OTP.
Submit templates with clear sample values for faster approval.

Step 4: Configure inbox and routing

Set business hours, auto-replies, and bot-to-agent handoff rules.
Connect CRM/ticketing via webhooks or native integrations.

Step 5: Test and launch

Send test templates to internal numbers and validate delivery.
Monitor quality scores and adjust copy to maintain engagement.
Scale sends gradually with segmentation and clear value messages.

FAQs

What should I do first: verification or templates?

Start with business verification and number setup; then submit templates so you can test quickly after approval.

Do I need developers for these steps?

Not for the basics. A platform handles routing and templates without code; developers help for deep integrations.

How do I avoid delays?

Use matching brand info across documents and display name, provide clear opt-in language, and submit high-quality templates with samples.

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