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STEP-BY-STEP GUIDE

How to connect WhatsApp Meta a SendApp Agent

Set up the official WhatsApp Business API integration with SendApp Agent. Choose the option that best suits you from the two available options.

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SendApp Agent

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WhatsApp Meta

Connected ✓

Hi! Welcome to SendApp Agent 👋

How do I connect WhatsApp?

Follow the step-by-step guide!
You can choose between:
• New Issue
• Coexistence Mode

Perfect, I'm going! 👍

CHOOSE YOUR MODE

Two ways to connect

Click on the section that applies to your situation to expand the complete guide.

Connection with New Number

1

Enter the WhatsApp Meta section

Here you'll see the WhatsApp Meta templates screen (empty if your account isn't connected yet). On the right, you'll find the menu to select the SendApp account you want to connect to.

Step 1
2

Activate the WhatsApp Meta app

From the sidebar click on Apps, finds WhatsApp Meta and activate the switch on Active. This way, SendApp is ready to start Meta authentication.

Step 2
3

Start the connection with Meta

Click on Connect Account. Meta will ask you which Facebook profile to use to connect Business Manager. Select the correct profile and press Continued.

Step 3a
Step 3b
4

Confirm the official Meta procedure

Meta informs you that it will connect the Business Manager, the WhatsApp Business Account (WABA) and the WhatsApp number for use in APIs. Press Continued.

Step 4
5

Select or create your own WABA

In this screen you can choose a Existing WhatsApp Business Account or create a new one. Select the correct account and click After you.

Step 5
6

Add or select WhatsApp number

You have two options: add a new WhatsApp number or use a number already verified. If the number shows the badge Verified, you can move on.

Step 6
7

Confirm the number to use in the API

Select “Use a new or existing WhatsApp number”, then choose the number from the drop-down menu and press After you.

Step 7
8

Confirm permissions

Meta shows you what SendApp can do: access API conversations, manage your WhatsApp Business account, and log necessary events. He confirms.

Step 8
9

Wait for connection

Meta completes the connection. This step may take a few seconds. don't close the window.

Step 9
10

Linked Account — Go to Payments

Meta confirms the connection with the message “Your account is linked to Everysoft srls”. To complete, select Add payment method.

Step 10
11

Enter the Meta Billing section

Meta opens the dashboard Billing and payments. Here you'll find your current balance, payment methods, tax information, and transaction history. Add payment method.

Step 11
12

Enter card or alternative method

Add yours credit/debit card or an alternative payment method accepted by Meta. Once configured, Meta will make it available for paying for WhatsApp Cloud API messages and authorize SendApp to manage your credit line.

Coexistence Mode — Keep WhatsApp Business on your phone

1

Access the WhatsApp Meta section

From the SendApp Agent dashboard, click on Applications in the sidebar. The section will open WhatsApp Meta. On the right you will find the account selector and the button Connect Account.

Coex Step 1
2

Select Facebook profile

The Facebook window opens with the screenshot “Account Change”. If you have multiple profiles connected, select the correct one and press Continued.

Coex Step 2
3

Confirm your login with Facebook for Business

You will see the message “Do you want to continue as [Name]?”. Facebook informs you that Everysoft (SendApp) will receive your name and profile picture. Press the green button. “Continue as [Name]…”.

Coex Step 3
4

Enter your company information

Select or create your own Business portfolio (Business Manager). Fill out Company name, Website is country (Italy). Awards After you.

Coex Step 4
5

⚡ Select: Connect existing WhatsApp Business app

Meta asks you how to configure the connection. Select “Connect your existing WhatsApp Business app”. This way you will share the account with SendApp but You will be able to continue using the WhatsApp Business app on your phone. At the bottom there is also the option “Start with a new number” — do not select it. Awards After you.

Coex Step 5
6

Enter your WhatsApp Business phone number

Select Country (IT +39) and enter the number already active on your phone's WhatsApp Business app. Tap After you.

Coex Step 6
7

Scan the QR code with WhatsApp Business

Meta shows you a QR code To scan with the WhatsApp Business app on your phone. Open WhatsApp Business, wait for the message from your Facebook business account, tap Connect. If you don't see the message: Menu – Settings – Account – Business Platforms.

Coex Step 7
8

Confirm or change your WhatsApp Business account

Meta confirms that the account is linked to the business portfolio. Verify the First name and the Jet lag (GMT+01:00 Europe/Rome). Press After you.

Coex Step 8
9

Check access permissions

Meta shows what Everysoft (SendApp) will be able to do: manage WhatsApp accounts, access conversations is record events. Awards He confirms.

Coex Step 9
10

Wait for the connection

Meta is completing the connection. This may take a few seconds. don't close the window.

Coex Step 10
11

Account linked! Go to payments

Meta confirmation: “Your account is linked to Everysoft srls”. You have suffered 250 conversations started by the company in 24 hours and unlimited customer-initiated conversations. Click Add payment method.

Coex Step 11
12

Select location and currency

In the form “Add payment information” select Italy, EUR and time zone Rome (GMT+01:00). Warning: it will not be possible to modify them afterwards. Press After you.

Coex Step 12
13

Add payment method

Meta confirms the seat (Italy, Euro EUR) and asks to add a debit or credit card (Visa/Mastercard). Your data will be securely stored. Press After you to complete.

Coex Step 13

MANDATORY STEP

Meta Business Verification

After connecting your number, Meta requires your company verification to enable sending messages. The process takes approximately 48 working hours.

Business Verification — How to Complete the Meta Process

⚠ Important: Without business verification, you won't be able to send messages via the WhatsApp API. Complete all steps and wait for Meta's approval (approximately 48 business hours).

1

Access the Company Verification section

From the Meta Business Suite, go to Settings > Account Center Security or go directly to the section Company Verification.

Verification Step 1
2

Enter your company details

Fill in the required fields: Company name, Address, City, POSTAL CODE, province is country. Make sure the information matches that in your official documents (company registration or VAT number certificate).

Verification Step 2
3

Enter your VAT number and telephone number

Enter the VAT number it's a telephone number verifiable information associated with the company. Meta will use this information to cross-check with public records.

Check Step 3
4

Upload the verification document

Meta requires a official documentChamber of Commerce certificate, VAT certificate, utility bill in the company's name, or company bank statement. The document must be recent and legible.

Check Step 4
5

Confirm your business domain

Enter the website of your company. Meta will verify that the domain is consistent with the company data provided.

Check Step 5
6

Choose your contact verification method

Meta asks you to verify the contact via e-mail or phone. You will receive a verification code. The email address must match your company domain.

Check Step 6
7

Enter the verification code

Check your company email or the phone and enter the confirmation code received from Meta. Awards He confirms.

Check Step 7
8

Review and submit the verification request

Meta shows you a summary of all the data entered. Check that everything is correct and press Submit.

Check Step 8
9

Request sent — Waiting for approval

The process is complete! Meta show “Verification in progress”. Approval takes approximately 48 working hours. You'll receive an email notification. Once approved, you'll be able to send messages via the WhatsApp API without restrictions.

Check Step 9

Guide completed!

✓ Connected WhatsApp number

✓ Connected Business Manager

✓ WABA connected

✓ Meta permissions accepted

✓ Payment method configured

✓ Coexistence mode available

⏲ Company verification completed (48 working hours)

Your WhatsApp Meta API Cloud integration is active and ready to run inside SendApp Agent.

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