Recommended setup path
Use Embedded Signup if it is available in your environment. It keeps you inside the dashboard and opens the Meta flow in a popup. Use Redirect OAuth as a fallback if popup-based signup is not available or you prefer a full redirect.Connect WhatsApp
- Open Channels -> WhatsApp.
- Click Connect channel.
- Select the bot that should answer on WhatsApp.
- Click Continue with Embedded Signup or Continue with Redirect OAuth.
- Complete the Meta authorization flow.
- Select the correct WhatsApp Business Account and phone number if prompted.
After connection
Once the setup is complete:- confirm the channel status is healthy
- send a test message from WhatsApp
- verify the thread appears in Inbox
- confirm replies come from the correct bot
Related pages
Channels overview
Compare WhatsApp with WebChat, Messenger, Telegram, Slack, and Discord.
Inbox
Confirm inbound WhatsApp threads land in the shared conversation queue.
Workflows
Add routing, lead capture, and follow-up logic after the channel is connected.
Plans and limits
Review WhatsApp availability and channel limits on your current tier.

