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WhatsApp Business API • Setup and Eligibility • 6 min read

WhatsApp Business API setup step by step

A clear, sequential checklist to launch WhatsApp Business API from zero to first message.

Follow this step-by-step sequence to launch WhatsApp Business API from scratch, covering verification, number setup, templates, and go-live testing.

Key takeaways

  • Verify your business, connect a number, and align your display name.
  • Set up opt-in capture and submit core templates for approval.
  • Test messaging end-to-end before running larger sends.

Related guides worth reading next

Strengthen this topic cluster by also reading Who can use WhatsApp Business API?, How to apply for WhatsApp Business API.

Step 2: Pick provider and connect number

  • Choose a BSP or platform (e.g., BotMax AI) and link Business Manager.
  • Add a phone number, verify via SMS/voice, submit display name.

Step 4: Configure inbox and routing

  • Set business hours, auto-replies, and bot-to-agent handoff rules.
  • Connect CRM/ticketing via webhooks or native integrations.

Step 5: Test and launch

  • Send test templates to internal numbers and validate delivery.
  • Monitor quality scores and adjust copy to maintain engagement.
  • Scale sends gradually with segmentation and clear value messages.

FAQs

What should I do first: verification or templates?

Start with business verification and number setup; then submit templates so you can test quickly after approval.

Do I need developers for these steps?

Not for the basics. A platform handles routing and templates without code; developers help for deep integrations.

How do I avoid delays?

Use matching brand info across documents and display name, provide clear opt-in language, and submit high-quality templates with samples.

Explore more WhatsApp Business API resources

Setup and Eligibility

Who can use WhatsApp Business API?

Supported business types, verification steps, and documentation you need to submit.

Setup and Eligibility

How to apply for WhatsApp Business API

Application flow, required documents, and choosing a Business Solution Provider.

Setup and Eligibility

WhatsApp Business API eligibility

Eligibility checklist and tips to avoid policy blocks.

Setup and Eligibility

WhatsApp Business API requirements

Verification, opt-in, templates, and hosting considerations.

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