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Connect WhatsApp Cloud API for automation, Message Templates, and Campaigns. Prepare your Meta business and phone number first, then connect, verify, and test the channel. The WhatsApp connection is shared between bitCRM and bitChat. If your number is already connected through another provider, plan a migration to a destination WhatsApp Business Account rather than treating it as a new number.

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Requirements before you start

The new-number setup below is for a Cloud API-only connection. For a number already registered with a provider, use the migration section instead. To keep using the WhatsApp Business App alongside Cloud API, follow the Coexistence guide, not the account-deletion steps below.
  • Verified Meta Business Manager. Your business must be verified by Meta with legal documents.
  • Admin access to Meta Business Manager. You must have full control access in your Business Manager account.
  • A clean, unused phone number:
    • Not currently used on any WhatsApp account, personal or business.
    • Able to receive SMS or phone calls for verification.
  • Business details ready: business name, address, website or social media page, and email, plus legal documents (NPWP, SIUP, or equivalent).
If your number is already active on WhatsApp, you must delete that WhatsApp account first. Follow steps 3–5 of this process.
Use a new phone number that has never been used on WhatsApp to ensure a smooth process.

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Create a Meta Business Manager

If you do not have a Meta Business account, you can use bitbybit’s Meta Business account with help from the team. We recommend having your own account; the bitbybit team can help you create it. Contact bitbybit support to arrange assistance before continuing with setup. Skip this section if you already have a Meta Business Manager account.
  1. Go to business.facebook.com and create a new Business Account.
  2. Complete your business information and verify your email address.
Make sure your Facebook account has Full Control (Admin Access) in Business Settings → People. This is required to continue the integration process.

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Verify your Business Manager

  1. In Business Settings, go to Security Center → Business Verification.
  2. Submit your legal business documents, such as NPWP, SIUP, or other equivalent documents as required.
Business verification is mandatory to unlock full WhatsApp Cloud API access and use it for real customer messaging.

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Move or re-register an existing number

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Move an existing Cloud API number

You can keep your phone number when moving from another Business Solution Provider (BSP). A migration moves that number to a destination WhatsApp Business Account (WABA); you do not need a new phone number.
  1. Ask your current provider for an export of any conversations, contacts, and media you need before migrating.
  2. Arrange the destination WABA and number transfer with your new provider. Check the Meta migration documentation for the current process.
  3. Plan for an empty inbox at the new provider. Chat history does not transfer with the number; import your export only if the destination supports it, or retain it in your own archive.
  4. Test sending and receiving messages after the transfer.

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Re-register a number or return to the WhatsApp Business App

Disconnecting the integration in bitbybit is separate from deregistering the number from Cloud API. For a Cloud API-only number, arrange explicit deregistration before registering it again or moving it to the WhatsApp Business App. See Meta’s registration and deregistration reference. The one-time password (OTP) from Meta can fail during re-registration, so allow time for verification problems. If verification fails, contact support with your number and a screenshot of the error. If you already use the app and Cloud API together, follow the Coexistence guide for that connection type.
1

Access Integrations

Navigate to the Integrations dashboard and select WhatsApp Cloud API.WhatsApp Cloud API card in Integrations
2

Connect your Facebook account

Meta connection screen for Facebook sign-in
  1. Click “Continue as your Facebook Account”.
Continue as your Facebook account button
  1. Click “Get started”.
Get started button in Meta connection setup
3

Fill in your business information

This step is only necessary if you are creating a new Facebook Business Manager account.
On “Fill in your business information”, click the “Business portfolio” dropdown and choose one of the following.Business portfolio selection in Meta setup
  • Create a business portfolio, then fill in “Business name”, “Business email”, “Business website or profile page”, and “Country”.
Fields for a new business portfolio
  • Or select an existing business portfolio from the dropdown, which auto-fills the form.
Click “Next”.

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Create or select your WhatsApp Business Account

On “Create or select your WhatsApp Business Account”, use the “Create a WhatsApp Business Account” and “Create or Choose WhatsApp Business Profile” dropdowns to choose one of the following.
  • Choose “Create a WhatsApp Business Account”, then “Create a new WhatsApp Business Profile”.
WhatsApp Business Account and profile choices
  • Fill in “WhatsApp Business Account Name”, “WhatsApp Business display name”, and “Category”, then click “Next”.
Use the same display name as the branding on your website. Check the display name guidelines.
WhatsApp Business display name and category fields
  • Or select an existing “WhatsApp Business account”, then in the “Create or choose WhatsApp Business Profile” dropdown, choose “Create a new WhatsApp Business profile”.
Existing WhatsApp Business Account selection
You can create multiple profiles on your WhatsApp Business account.
4

Add a phone number for WhatsApp

Add the phone number you will connect to bitbybit. This number cannot be used simultaneously in the WhatsApp Business or WhatsApp consumer app.Alternatively, get a free WhatsApp number: WhatsApp generates a +1 555 number to use exclusively for sending messages. It cannot start or receive calls or texts, and no verification is required. This option is available for selected accounts.Enter a phone number to receive the verification code in “Add a new or existing number”, then click “Next”.Phone number entry in WhatsApp setup
If the number is active on one of the WhatsApp apps, delete it from the app first. Follow steps 3–5 of this process.
5

Insert the verification code

Enter the verification code sent to your phone number.Phone verification code field
Make sure your phone number can receive SMS or phone calls for verification.
Enable two-factor authentication for enhanced security.
6

Add a payment method

Complete the process by clicking “Add payment method”.Add payment method option in Meta setup
If you skip adding a payment method, your WhatsApp Cloud API will still be connected, but some features will be restricted, including message templates and Campaigns.
To fully activate your WhatsApp Cloud API and unlock all messaging features, add a payment method in Meta Business Manager:
  1. Go to Business Settings at business.facebook.com.
  2. In the left sidebar, select Settings and click WhatsApp Accounts.
WhatsApp Accounts in Meta Business Settings
  1. Select the WhatsApp Business Account you just connected.
  2. Scroll down and click Payment Settings.
Payment Settings for a WhatsApp Business Account
  1. Click Add Payment Method and complete the required billing details.
Add Payment Method button in Meta billing settings
  1. Fill in all business information as requested, including name, legal entity, and billing address.
  2. After saving, make sure there are no alerts or warnings on the payment settings page.

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Fix a Business eligibility payment issue

If Meta shows a Business eligibility payment issue, open the same Payment Settings page for the WhatsApp Business Account and check the payment setup before trying the connection again.
  1. Confirm that a payment method is present and selected as the primary method.
  2. Complete the requested billing details, including any tax information Meta asks for.
  3. Save the changes, then retry the WhatsApp Cloud API connection.
7

Add a profile picture

Your profile picture is the first impression customers get when they message you. Many businesses use their logo to convey professionalism and trust; others show a signature product. You can add it either from bitbybit or from Facebook Business Manager.
  1. Go to WhatsApp API Profile settings.
  2. Click “Upload image” on Profile photo.
Profile photo upload in bitbybit
  1. Click “Save changes”.
Save changes button for the WhatsApp profile

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Test your WhatsApp Cloud API connection

After setting up WhatsApp Cloud API and adding a payment method, send a test message using a Campaign, Automation, or Chat Initiation template. Follow these guides to create your template: Meta categorizes messages into conversation categories: Authentication, Marketing, Utility, and Service. Check Meta’s pricing details. Once your template is created, test it in bitbybit’s LiveChat page to confirm it sends and receives successfully. The message you sent should appear on the bitbybit LiveChat page. Test message in bitbybit LiveChat
If the message delivers successfully, your integration is complete.
If it fails, recheck the steps above, especially your payment status and phone number verification.