WhatsApp Business Setup Guide

BEFORE YOU START

What you need

• A Meta Business account you are allowed to manage
• A WhatsApp Business Account and eligible phone number
• Permission to manage Integrations in SEROS

CONNECTION STEPS

Connect WhatsApp Business, one click at a time

Complete each small action in order. Do not move to the next step until the expected result matches what you see.

1. 01
   Before SEROSOpen Meta Business Settings

   Prepare the Meta administrator

   The person completing setup must have permission to manage the Meta business and its WhatsApp assets.

   • Confirm which Meta Business Portfolio owns the WhatsApp number.
   • Ask a business administrator to complete the connection if your role has limited access.
   • Keep the phone that can receive the number-verification code nearby.

   Expected resultYou can sign in to the correct Meta business and verify the intended number.

2. 02
   Before SEROS

   Check the phone number

   Use a business number that Meta accepts for the WhatsApp Business Platform.

   • Write down the number with its country code.
   • Confirm you can receive an SMS or voice verification code on it.
   • If the number is already connected to another WhatsApp API provider, plan its migration before disconnecting anything.

   Expected resultThe number is available for onboarding or has a clear migration plan.

3. 03
   SEROS

   Open Add WhatsApp

   Choose the SEROS workspace where WhatsApp messages should appear.

   • Open SEROS and select Integrations.
   • Find the WhatsApp Business block.
   • Select Connect, then Add WhatsApp.
   • Allow the Meta window to open; disable a pop-up blocker for this attempt if the window does not appear.

   Expected resultThe official Meta Embedded Signup window is visible.

4. 04
   Meta Embedded SignupAbout Embedded Signup

   Sign in and choose the business

   Meta may offer to create a business or WhatsApp account. Reuse the existing assets when they already belong to your company.

   • Continue with the Facebook account that administers the business.
   • Select the correct Business Portfolio.
   • Select an existing WhatsApp Business Account, or create one only if your company does not already have one.
   • Verify the business name shown before continuing.

   Expected resultMeta displays the WhatsApp Business Account that SEROS will connect.

5. 05
   Meta Embedded Signup

   Choose and verify the phone number

   Select the number customers will message. Do not choose a test number for a production workspace.

   • Select the existing number or choose Add a new number.
   • Enter the business display name exactly as customers should see it.
   • Choose SMS or voice verification.
   • Enter the verification code sent by Meta and continue.

   Expected resultMeta confirms the phone number and returns you to SEROS.

6. 06
   SEROS

   Save the WhatsApp channel

   SEROS discovers the authorized business and number automatically.

   • Check that the correct business and phone number are listed.
   • Keep WhatsApp selected in the channel list.
   • Select Save channels.
   • Wait for the health check to finish.

   Expected resultThe WhatsApp Business block shows the connected number as ready or Active.

7. 07
   WhatsApp + SEROS Inbox

   Start and answer a customer conversation

   A real inbound message is the safest first test because it opens Meta's customer-service messaging window.

   • From a different phone, send “Hello” to the connected WhatsApp number.
   • Open SEROS Unified Inbox and select the new WhatsApp conversation.
   • Reply from SEROS.
   • Confirm the reply reaches the customer's phone.

   Expected resultInbound and outbound WhatsApp messages work through the SEROS inbox.

FINAL CHECK

Verify before your team relies on it

• The expected business and phone number are shown
• The WhatsApp account health is ready
• An inbound message appears in the Unified Inbox
• A permitted reply is delivered to the customer

IMPORTANT NOTES

Know the provider rules