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Case 2 Coexistence Onboarding Guide

Coexistence (Business App Link)

Meta allows you to securely link your active mobile phone business number to our dashboard via this coexistence setup, enabling real-time workspace sync.

1

Connect Account to Partner

In the secure Meta pop-up, you will see a welcome screen to connect your active WhatsApp Business Account to happyrewards.io. Review the permissions and click **Continue**.

Welcome continue
2

Select Business Assets

Select the correct Meta Business assets (Business Portfolio) that you want to share with Happy Rewards WA.

Select Business assets
3

WABA Connection Selection

Navigate to the WABA selection. Click the option to **connect a WhatsApp Business App for coexistence** to link your active mobile phone setup.

Coexistence selection
4

Catalog Association

Select or specify the catalog asset you wish to link with this WhatsApp integration.

Catalog link WABA
5

Add Number With Country Dropdown

Enter the business phone number that is currently active inside your mobile WhatsApp Business app. Use the dropdown to select your correct country code.

Select country code
6

Confirm Inputted Number

Verify that the number you entered is correct, then click **Next** to proceed to the connectivity steps.

Confirm number setup
7

Accept Coexistence Disclaimer

Review the disclaimer regarding connecting your existing WhatsApp Business app. Confirm you accept the parameters and click **Next**.

Coexistence disclaimer next
8

Generate Integration QR Code

You will see a unique QR code generated on the screen. Prepare to use your mobile WhatsApp Business App to scan the QR code and link your phone database.

Scan QR code screen
9

Mobile Notification Trigger

On your mobile phone, you will receive an official system message from Facebook Business Support. Open it and click the **Connect** button.

Connect facebook business mobile
10

Authorize Mobile Connection

Review the 'Connect business platform' instructions in the mobile app. Read the details about the data to link, and tap **Connect to business platform**.

Connect mobile business app
11

Manage History Sharing

Choose how you want to handle history. You can select either **Share all chats** or **Don't share chat history** from the mobile prompt, then click **Confirm**.

Share chat history screen
12

Guide for QR Scan Selection

Follow the prompt instructions in the mobile app to initialize the built-in system scanner for coexistence pairing.

Guide QR code scanning
13

Execute QR Scan Pairing

Scan the QR code. You'll see a 'Connecting... this could take up to 45 seconds' popup appear on your screen while Meta secures the link.

Connecting QR popup scan
14

Platform Connection Success

Once the connection resolves, you will see a success screen on your mobile phone confirming a link to happyrewards.io.

Connected to platform screen mobile
15

Mobile Phone Configuration Completed

You'll see a final mobile pop-up confirming your connection status. Your physical phone work is now completed! Put the phone down and return to the computer dashboard.

Mobile phone complete confirmation
16

Define Account Details & Timezone

On your computer screen, enter your official WhatsApp Business Account Name and choose your correct business timezone, then click **Next**.

Define timezone next WABA
17

Review Coexistence Setup

Review your public connection details and WABA credentials on the summary page. Click **Confirm** to authorize the integration.

Confirm WABA configuration settings
18

Connecting Account Loader

Wait a moment while the Meta system finishes the setup handshakes and secure routing to sync your workspace.

Sync handshakes loader screen
19

Coexistence Sync Completed!

You'll see a final confirmation screen indicating that your mobile number and database are fully connected. Click the **Finish** button, let the dashboard redirect you, and start managing your messages seamlessly. Done!

Finish setup success screen