Prerequisites
Before you begin, decide which connection type fits your use case:- WhatsApp Lite — connects via QR code scan. Simpler to set up, but not recommended for high-volume or bulk sends.
- WhatsApp Business API (Official) — Meta-approved integration. Required for message templates, campaigns, and production-grade reliability. You will need credentials from Meta Business Manager.
1
Open Channels
In the left sidebar, click Channels. You will see a list of all channels already configured in your workspace.
2
Click Add Channel
In the top-right corner, click Add Channel. A dialog opens with the available channel types.
3
Choose a channel type
Select one of the following options:
- WhatsApp Business (Official) — for Meta Business API integration.
- WhatsApp Lite — for quick setup via QR code.
Each channel type has different requirements. WhatsApp Business (Official) requires Meta credentials, while WhatsApp Lite uses a QR code to connect.
4
Fill in the basic details
Complete the channel configuration form:
- Channel name — choose a descriptive identifier, for example “WhatsApp Sales” or “WhatsApp Support”.
- Default team — select the team that will receive conversations from this channel.
- AI agent (optional) — choose an AI agent to reply automatically, or leave it as “None” for manual handling.
5
Complete the channel-specific setup
Depending on the type you selected:
- WhatsApp Business (Official) — enter your Meta credentials: Phone Number ID, WABA ID, Business ID, and Access Token. See Configure WhatsApp Business API (Official) for details.
- WhatsApp Lite — scan the QR code displayed on screen. See Configure a WhatsApp Lite channel for details.
6
Finish
After completing the setup, the channel is created. Its status will be Active (for Official channels with valid credentials) or Configuration (for Lite channels awaiting a QR code scan).You are redirected to the channel detail page.