Setting up your account
Last updated 03 Jun 2026
Setting up your account
After logging in for the first time, you'll need to complete a few steps to get your account ready.
1. Company profile
Navigate to Settings and fill in your company details. This information is used in message templates and compliance records.
2. Connect WhatsApp
Use the Embedded Signup flow to link your Meta Business Account and WhatsApp Business Account.
3. Register a phone number
Once connected, register or migrate a phone number to start sending and receiving messages.
4. Create your first template
WhatsApp requires pre-approved templates for outbound messages. Create one in the Templates section and wait for Meta approval.