WhatsApp Business API Setup Checklist: 2026 Launch Guide | Convonite

WhatsApp Business API Setup Checklist

WhatsApp Business API Setup Checklist  

Setting up the WhatsApp Business Platform (API) involves several moving parts. Use this checklist to track your progress and ensure a smooth, professional launch for your brand.

Phase 1: Essential Prerequisites  

Before you begin the technical setup, ensure you have these items ready:
  • Meta Business Account: Created at business.facebook.com.
  • Verified Business Documents: Digital copies of GST/Incorporation/Utility bills.
  • Dedicated Phone Number: A number not currently linked to a personal/business app.
  • Active Website: A live URL that clearly represents your business.
  • Work Email: Access to a company domain email (e.g., sales@yourbrand.com). 

Phase 2: Meta Business Manager Configuration  

A solid foundation in Meta Business Suite prevents future messaging blocks:
  • 2FA Enabled: Two-Factor Authentication turned "ON" for all admins.
  • Payment Method: A valid Credit/Debit card added to the Billing section.
  • Page Linking: Your official Facebook Page is added to the Business Portfolio.
  • Business Verification: Documents uploaded and status marked as "Pending" or "Verified." 
Phase 3: WhatsApp Account (WABA) Registration  
Connecting your number to the API via Convonite:
  • Display Name: Chosen according to Meta’s guidelines (matches legal name/branding).
  • OTP Verification: Number verified via SMS or Voice Call.
  • Profile Completion: Business address, description, and website added to the WhatsApp profile.
  • WABA 6-digit PIN: Secure 2FA PIN created for the API account.

Phase 4: Messaging & Compliance  

Ensure your first interaction with customers is successful:
  • Message Templates: At least 2-3 "Utility" or "Marketing" templates submitted and approved by Meta.
  • Opt-in Strategy: A clear way for customers to agree to receive messages (e.g., a checkbox on your website).
  • Opt-out Path: A simple "Stop" or "Unsubscribe" keyword set up for automated compliance. 

Phase 5: Team & Automation Go-Live  

Final steps to start chatting:
  • Team Onboarding: Agents invited to the Convonite shared inbox.
  • Chatbot/Flow Test: Automated "Welcome" or "FAQ" flows tested for bugs.
  • Integration Check: API connected to your CRM (if applicable).
  • Messaging Limits: Checked your current tier (Standard starts at 250 or 1,000 conversations/day). 

The "Ready to Scale" Milestone

Status
Messaging Limit
Goal
Tier 0
250 conversations/day
Initial testing & setup.
Tier 1
1,000 conversations/day
Business Verification completed.
Tier 2
10,000 conversations/day
High-quality messaging history.

 

Need Help with the Checklist?  

If you're stuck on any of these points, the Convonite Support Team is available to walk you through the Meta verification maze. We provide a one-on-one consultation to ensure your checklist is 100% complete before you send your first broadcast.

 

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