WhatsApp Business Account Setup

Connect Your WhatsApp Business Number Your Way

Set up a new WhatsApp Business Account, connect through Meta, or reconnect a number previously connected with Robofy without repeating the full setup. Choose the path that matches your current setup and manage every connected WABA from one dashboard.

Meta Embedded SignupPhone-number onboardingReconnect your number

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 reconnect a number you previously connected with Robofy. For a returning number, look it up, select the matching account, and verify ownership; Robofy handles the connection without repeating the full setup.

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 reconnecting a number previously connected with Robofy.

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
Previously connected

For numbers previously connected with Robofy

Reconnect Your WhatsApp Number

Connected your WhatsApp number with Robofy before? Bring it back without repeating the full WABA setup. Enter the same number, select the matching account, and confirm ownership with an ID from WhatsApp Manager. Robofy handles the connection after verification.

Best forBusinesses reconnecting a number they previously connected with Robofy.
See how to reconnect
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.

Previously connected with Robofy

Reconnect Your Number Without Repeating WABA Setup

If you previously connected your WhatsApp number with Robofy, use Find Existing Number to bring it into your project. Enter the same number, select the matching account, and verify ownership. Robofy takes care of the connection after verification, so you do not have to repeat the full WABA setup.

  1. Enter the same business phone number you previously connected with Robofy and select Look up. Robofy searches for the matching account so you do not have to start WABA setup again.

  2. Choose the number you want to add to this project from the results, then select Continue. If more than one eligible number is returned, you can select the numbers you need.

  3. Open WhatsApp Manager and copy the WABA ID, Business ID, or Phone ID from the same account. Choose the ID type, paste its value, and select Claim number. Once verified, Robofy handles the connection and adds the number to Connected Accounts.

Claim a WhatsApp numberReconnect with Robofy
1 · Look up2 · Select3 · Verify
1 eligible number found
Robofy Support+1 415 555 0198 · VerifiedHigh quality
WABA IDBusiness IDPhone ID
1048 2963 7510 284
Claim number
Quick decision guide

Setting Up for the First Time or Reconnecting?

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.
You previously connected the number with Robofy and want to reconnect it Find Existing NumberFinds your previously connected number and adds it to the project after ownership verification, without repeating full setup.
The number already appears under Connected Accounts Use the connected accountIt is ready to manage without repeating setup or reconnecting.
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 a new setup, or Find Existing Number to reconnect a number previously connected with Robofy without repeating onboarding.

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 same business phone number you previously connected with Robofy.
  • Access to WhatsApp Manager for the matching account.
  • One matching identifier: WABA ID, Business ID, or Phone Number ID.
  • A matching number available to add to this project. Numbers already listed in Connected Accounts do not need reconnecting.
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.
  • Lookup, ownership verification, and reconnection of numbers previously connected with Robofy.
  • 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 Connect with Facebook and Connect via WhatsApp Number for onboarding. If you previously connected your number with Robofy, use Find Existing Number to reconnect it without repeating the full WABA setup.

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 helps you reconnect a number previously connected with Robofy. Enter that number, select the matching account, and verify ownership with its WABA ID, Business ID, or Phone ID from WhatsApp Manager. Robofy then handles adding the number to your project.

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

No. Find Existing Number is for a number you previously connected with Robofy. It lets you look up, select, and verify that number without repeating the full onboarding flow. A number that has never been connected with Robofy needs one of the setup options.

Do I need to repeat the full WABA setup?

No. For a number previously connected with Robofy, enter the same number, select the matching result, and confirm ownership with an ID from WhatsApp Manager. After verification, Robofy handles the connection to your 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 reconnect a number previously connected with Robofy - then manage every account from one WhatsApp workspace.