Back to Help Center
Case 3 Fresh Setup Onboarding Guide

Create Fresh Setup

Brand-new to WhatsApp Business API? Learn how to generate a brand-new virtual or physical number, verify with SMS OTP, and initialize your WABA profile.

1

Welcome Screen Instructions

Seamlessly connect your WhatsApp business account to our workspace. This onboarding process will walk you through registering and connecting your business account to your partner. You will be able to communicate with customers at scale and send messages with optimization.

Onboarding Welcome Screen
2

Select Business Portfolio

Select or configure the correct Meta Business Portfolio from the dropdown list to link your branding parameters.

Select Portfolio
3

Create WhatsApp Business Profile

In the WhatsApp Business Account selection screen, choose the option to **Create a WhatsApp Business Account** to establish a fresh profile.

Create WABA profile
4

Catalog Setup Selection

Choose an existing Facebook Commerce Catalog to sync with your products, or select to create a new catalog directly.

Select Catalog
5

Input New Business Information

Enter your newly added brand business details. Fill in your public Business Name, Category, Country, Website, and timezone correctly.

Enter Business Info
6

Select Specific Brand Category

Click the category dropdown options to choose the business industry that represents your company most accurately.

Dropdown category options
7

Add WhatsApp Phone Number

Move to the phone registration step. Get ready to add your WhatsApp-exclusive business number.

Add phone setup
8

Define Phone Number Profile

Enter the fresh phone number you want to assign to this WhatsApp business account.

Add number settings
9

Specify Profile Display Name and Verify Method

Enter your public profile Display Name, select your active country code, and choose whether to verify the number via **Text Message** (SMS) or **Phone Call**.

Profile and Verify settings
10

OTP Screen Verification

Meta will trigger an automated verification request. Observe the 6-digit verification code field that displays on your screen.

OTP screen code
11

Submit Your Verification PIN

Enter the 6-digit OTP code received on your phone, then click **Next** to finalize the verification flow.

Verify OTP code
12

Review Brand Details

Review your public WhatsApp Business details, parameters, and assigned profile permissions, and proceed to authorize.

Review Details info
13

Establish Account Connection Loader

Hold on for a few moments while Meta configures the background webhooks and integrates the fresh number securely with our CRM system.

Connection loader progress
14

Connection Finalised!

Finally, you'll see a successful connection confirmation with all details listed. Click the **Finish** button inside the pop-up. You're all set! Wait on our system settings page for the live workspace sync, select your newly registered active number, and begin managing WhatsApp at scale.

Finish setup sync