WhatsApp Business Account Setup

Connect Your WhatsApp Business Number Your Way

Set up a new WhatsApp Business Account, connect through Meta, or bring an existing number into Robofy. Choose the path that matches your current setup and manage every connected WABA from one dashboard.

Meta Embedded SignupPhone-number onboardingExisting-number recovery

What Is WhatsApp Business Account Setup in Robofy?

WhatsApp Business Account setup in Robofy is a guided way to connect a WhatsApp Business Account (WABA) and phone number to your project. You can use Meta Embedded Signup, follow the WhatsApp-number setup route, or find an existing number that is already available through WhatsApp Manager and claim it for the correct Robofy project.

Once connected, the account appears in the WABA dashboard, where you can review phone and account status, access API details, monitor messaging performance, and continue into templates, contacts, inbox conversations, campaigns, webhooks, and activity logs.

Three ways to connect

Choose the Right Setup Path for Your WhatsApp Number

The best route depends on whether you are starting fresh, connecting through Meta, or recovering a number that already exists in WhatsApp Manager.

Option 2

For number-led onboarding

Connect via WhatsApp Number

Start with the WhatsApp number you want to use. Robofy guides you through the preparation steps, including number type, Meta messaging-cost awareness, business-verification documents, and the Meta connection required to complete onboarding.

You can choose a fresh number that is not currently used on WhatsApp or, where eligible, an existing WhatsApp Business app number.

Best forBusinesses that want to begin with a specific phone number and confirm setup readiness before continuing to Meta.
Connect via WhatsApp Number
Already connected

For a number linked in WhatsApp Manager

I Already Have a WhatsApp Number

Use this route when your business number already exists in WhatsApp Manager. First confirm that it is linked to your Meta business account, then Robofy can help you find and claim it for this project.

Best forBusinesses moving an already connected WhatsApp Business number into this Robofy project.
View existing-number setup
Option 1

Connect Through Meta Embedded Signup

  1. Open WhatsApp API in Robofy and select Start Production Setup or Connect New Number.

  2. Choose the Meta Embedded Signup route. Robofy opens the Facebook connection step before launching Meta's guided window.

  3. Sign in to Meta and select or create the business portfolio and WhatsApp Business Account you are authorized to use.

  4. Provide the business number and complete the verification method offered by Meta. Follow the prompts for the business profile, display name, and permissions.

  5. After the Meta flow completes, Robofy saves the returned WABA and phone-number details to the project and takes you to the connected-account experience.

Watch Meta Embedded Signup in Robofy, from Facebook login through to a connected WhatsApp number.
Option 2

Start With the WhatsApp Number You Want to Connect

Number-led onboardingSetup readiness3 / 4
+9198765 43210
Fresh numberBusiness app number
Number type confirmed Messaging costs reviewed Documents prepared Continue to Meta
Continue connection
  1. Select whether you are onboarding a new number or an existing WhatsApp Business app number. A fresh number that has not been used on WhatsApp is generally the simplest route. Existing app numbers depend on Meta eligibility and the onboarding option available to the account.

  2. Review the notice that Meta charges separately for WhatsApp messaging. A valid payment method may be required in Meta before business-initiated conversations can be sent.

  3. Have a company formation or tax-registration document and proof of business address available. Robofy does not collect these documents in this readiness step; Meta may request them during business verification.

  4. Proceed to the Meta flow to connect the business portfolio, WABA, and phone number and complete the verification steps presented for the selected route.

  5. Return to Robofy to review the connected number, account status, and any remaining actions required by Meta.

Existing account recovery

Find and Claim a WhatsApp Number Already in WhatsApp Manager

If a WhatsApp number already exists in the available Meta business environment but does not appear in your current Robofy project, use Find Existing Number instead of repeating the complete onboarding flow.

  1. Enter the business phone number exactly as it appears in WhatsApp Manager. Robofy checks whether a matching account can be claimed for the current project. The lookup may continue in the background, so you can keep working and return when it completes.

  2. Review the unclaimed numbers returned by the search. Select the correct number - or multiple eligible numbers - to add to the project. Numbers already connected to the current project are not offered as new claim candidates.

  3. Open WhatsApp Manager and provide one identifier from the same account: its WABA ID, Business ID, or Phone Number ID. An ID from another account will not pass verification.

  4. After the identifier matches, Robofy provisions the WABA for the project and adds the number to Connected Accounts. For multiple numbers, Robofy reports which claims succeeded and which require correction.

Find Existing NumberWhatsApp Manager
1 eligible number found
Robofy Support+1 415 555 0198 · VerifiedHigh quality
WABA IDBusiness IDPhone Number ID
1048 2963 7510 284
Claim selected number
Quick decision guide

New Number, Existing App Number, or Existing WABA?

Your situationRecommended pathWhy
You want to create or connect business assets through Meta's guided flow Connect with FacebookStarts Meta Embedded Signup directly.
You already know which phone number you want to onboard Connect via WhatsApp NumberChecks number type, costs, and document readiness before Meta connection.
The number already exists in WhatsApp Manager but is missing from this Robofy project Find Existing NumberSearches for an eligible unclaimed WABA and verifies ownership with a matching Meta ID.
The number already appears under Connected Accounts Use the connected accountIt does not need to be onboarded or claimed again.
After setup

Manage Every Connected WABA From One Dashboard

See connected numbers and IDs

Review the display name, phone number, phone-number ID, phone status, and account status for each connected WABA.

Monitor quality and verification

See the quality rating and verification state returned for the WhatsApp number, then open the detailed status view when action is required.

Resolve Meta account requirements

If Meta reports incomplete business verification, a missing payment method, or another account issue, Robofy explains the impact and links to the relevant Meta action.

Connect additional numbers

Use Connect New Number for another setup flow or Find Existing Number when the WABA already exists but is not connected to the project.

Track messaging performance

Review total attempts, sent, delivered, and read messages, along with reach and delivery rates for the selected period.

Access technical settings

Continue into API details, webhooks, activity logs, template management, and other WhatsApp tools from the same workspace.

Before you begin

What You Need to Connect a WhatsApp Business Number

For Connect with Facebook

  • A Facebook account with access to the relevant Meta business assets.
  • Authority to select or create the business portfolio and WABA.
  • A phone number eligible for the Meta flow and access to its offered verification method.
  • Accurate business and website information where requested.
  • Authority to accept Meta and WhatsApp terms and grant the required permissions.

For Connect via WhatsApp Number

  • The phone number you plan to connect.
  • Confirmation of whether it is new or already used by the WhatsApp Business app.
  • Awareness that Meta messaging charges are separate from Robofy platform usage.
  • Company-registration or tax documentation and proof of business address if Meta requests verification.

For Find Existing Number

  • The business phone number shown in WhatsApp Manager.
  • Access to WhatsApp Manager for the matching account.
  • One matching identifier: WABA ID, Business ID, or Phone Number ID.
  • A number that is discoverable as an eligible candidate and is not already connected to the current Robofy project.
Clear ownership

What Robofy Handles - and What Meta Controls

Your workspace

Robofy handles

  • The guided setup entry point and connection-path selection.
  • Readiness questions for the phone-number route.
  • Association of connected WABA and phone-number details with a project.
  • Discovery and ownership matching for eligible existing WABA candidates.
  • Connected-account status, messaging metrics, API access, and next actions.
Platform decisions

Meta controls

  • Business, account, and phone-number eligibility.
  • Business portfolio and WhatsApp Business Account ownership.
  • Phone-number verification methods.
  • Business, display-name, and message-template reviews.
  • Messaging prices, limits, quality ratings, payments, and policy enforcement.
FAQ

Frequently Asked Questions

What setup options does Robofy provide?

Robofy provides two onboarding options - Connect with Facebook and Connect via WhatsApp Number - plus Find Existing Number for an eligible WABA number that already exists in WhatsApp Manager but is missing from the current project.

What is the difference between Option 1 and Option 2?

Option 1 launches Meta Embedded Signup directly through Facebook. Option 2 begins with the number you want to connect and checks number type, Meta-cost awareness, and document readiness before continuing to the Meta connection.

What does Find Existing Number do?

It searches for an eligible WhatsApp Business number already available through WhatsApp Manager but not yet added to the current Robofy project. You select the matching result and verify ownership with its WABA ID, Business ID, or Phone Number ID.

Is Find Existing Number the same as connecting a new number?

No. Connect New Number begins an onboarding flow. Find Existing Number locates and claims an existing eligible WABA record for the current project.

Which ID can I use to claim an existing number?

You can use the matching WhatsApp Business Account ID, Meta Business ID, or Phone Number ID from WhatsApp Manager. The ID must belong to the same result you selected in Robofy.

Can I claim more than one existing number?

Yes. When the search returns multiple eligible candidates, Robofy lets you select and claim more than one number in a single request. It reports full or partial success for the selected numbers.

What happens if the number is already connected?

Robofy identifies numbers already added to the current project and does not treat them as new claim candidates. You can manage the number from Connected Accounts.

How long can an existing-number lookup take?

The Robofy interface advises that a lookup can take up to two minutes. You can wait in the flow or let it run in the background and return when notified.

Can I use an existing WhatsApp Business app number?

Possibly. Eligibility depends on the Meta onboarding route available for that account and number. Some accounts may be offered a supported coexistence flow, while others may require migration or another number.

Do I need a Meta Developer account?

For Robofy's standard guided path, customers generally connect using a Facebook account with permission to access the required Meta business assets. You do not normally need to create a separate Meta app. Meta permissions and eligibility still apply.

How long does the complete setup take?

The guided connection can be completed in one session when your accounts, permissions, number, and business information are ready. Meta review, payment, business-verification, display-name, or eligibility requirements can extend the time before every messaging capability becomes available.

Does Robofy approve my business or display name?

No. Meta makes business-verification, display-name, account-eligibility, and policy decisions. Robofy displays the resulting status and helps you identify the next action.

What happens if my Meta payment method is missing?

Meta can block business-initiated conversations until the required payment method is added or corrected. Robofy surfaces the issue and directs you to the relevant Meta action.

Can I connect multiple WhatsApp Business Accounts?

Robofy provides a connected-account dashboard and flows for adding or claiming more numbers. The number of accounts available to you may depend on your Robofy plan and Meta limits.

What can I do after connecting a WABA?

You can continue into template management, contacts, consent, inbox conversations, broadcast campaigns, API details, webhooks, activity logs, and messaging-performance reporting.

Choose your setup path

Connect the Right WhatsApp Number to Robofy

Start a new connection, onboard through Meta, or recover an existing WABA - then manage every account from one WhatsApp workspace.