Overview
To start sending messages and running campaigns on ChatFlow, you first need to connect your WhatsApp Business API account. ChatFlow supports two onboarding methods: Manual Onboarding and Embedded Signup.
Before You Begin
Make sure you have:
- A verified Meta (Facebook) Business Account
- A WhatsApp Business API account (approved by Meta)
- A dedicated phone number for WhatsApp Business API (this number cannot be used on the standard WhatsApp mobile app)
Method 1: Manual Onboarding
If your platform administrator has enabled Manual Onboarding:
2. Navigate to WhatsApp Settings or the Onboarding section
3. Enter your WhatsApp Business API credentials manually:
- Phone Number ID
- WhatsApp Business Account ID (WABA ID)
- Access Token
4. Save your settings
5. Once saved, your WhatsApp number will show as Connected
Method 2: Embedded Signup (Recommended)
If your platform supports Embedded Signup, you can connect your WhatsApp account directly through a guided Meta flow:
2. Go to WhatsApp Settings or Onboarding
3. Click Connect via WhatsApp / Get Started
4. A Meta popup will appear — log in with your Facebook/Meta account
5. Follow the steps to:
- Select or create your Meta Business Account
- Create or link your WhatsApp Business Account (WABA)
- Add and verify your phone number
6. Once complete, your WhatsApp number will be connected and active
Verifying Your Connection
After connecting:
- Your WhatsApp number status should show as Active or Connected in the ChatFlow dashboard
- Send a test message to verify everything is working correctly
Troubleshooting
- If the connection fails, double-check your API credentials or retry the Embedded Signup flow
- Ensure your Meta Business Account is verified and WhatsApp API access has been approved
- For Manual Onboarding issues, verify that your Access Token has not expired