Before you start
Connect WhatsApp Business API
1
Create the channel
In Channels, click Add Channel and choose the WhatsApp Business API card.
2
Fill in the details
Fill in Channel Name and Default Team. In AI Agent (Optional), choose an active AI agent or keep No agent assigned. Click Create Channel.
3
Open the Meta connection
On the WhatsApp Business API Setup screen, click Connect WhatsApp Account. A Meta window opens. Follow the instructions in the popup window.
4
Sign in and choose the portfolio
Sign in with the Facebook account that manages the business. Select the business portfolio or create a new one, and check the business details.
5
Choose the WhatsApp Business account
Meta offers two paths:
- Connect the WhatsApp Business app you already use. You keep using the app on your phone. Meta asks you to confirm the connection in the app itself, usually by scanning a QR code.
- Create a new WhatsApp Business account with a number. Enter the country code and the number, and confirm the verification code sent by Meta.
If the number is already in use on another WhatsApp Business account that cannot be connected, Meta may require that account to be removed first. Follow the guidance shown in the Meta window.
6
Finish
When you finish, the Meta window closes and BluBash shows Setup completed successfully. You are taken to the channel page.
7
Add payment and test
On the channel page, under Payment Method, click Manage payment on Meta if you do not have an active payment method yet. Then send a message from another number to the connected number and check that the conversation shows up in the inbox.