First Steps

Requirements

To get your WhatsApp Business channel working, there’s just a handful of elements you need to have to begin:

• Facebook account - to onboard the number, you'll need a Facebook account with admin permissions for your business. If you haven't created a Meta business yet, you can do so during onboarding.

• phone number - any SMS and voice-enabled number, physical or virtual, will work, but LiveChat does not provide phone numbers.

Onboarding flow

Watch the video tutorial or follow our step-by-step guide below to learn how to integrate WhatsApp Business with LiveChat.

Installing WhatsApp Business in LiveChat

Start by going to the apps section in LiveChat. Find WhatsApp Business, and click Get.

You can pin the WhatsApp Business app, so it’s always visible in your main menu. Click on the pin icon next to the Fullscreen app under Apps>Your apps>WhatsApp Business.

Choosing a plan

To start onboarding, go to the WhatsApp Business dashboard in LiveChat and choose the Connected numbers tab. Here, you will see three different plans (Professional $99/month, Ultimate $199/month). Please choose one of them.

Adding payment method

After choosing a plan, a pop-up will appear with an option to add a payment method. Fill in all the data with a credit card and then accept the purchase. Your card will be charged.

Starting the integration

When the payment is confirmed, click the Continue with Facebook button. If there’s at least one number added, then click the + Add new number button on the right side and proceed with choosing a plan.

Meta Wizard pop-up and authorization

A pop-up with the Meta Wizard will appear on your screen. If the Facebook profile is correct, click the Continue as... button. If not, click Log in to another account and follow the next steps.

After logging in, you will see what permissions you need to share with LiveChat Integrations to integrate WhatsApp Business. Click on the Get started button to continue.

Providing phone number and OTP

Enter a phone number you want to integrate. Click Next.

The One-Time Password (OTP) will be sent automatically as a text message. If you cannot receive a text message, you will need to wait for the option to resend the code and choose the Phone call option. Provide the code and then click Next.

Filling out data

Next, choose or create a Meta Business Portfolio and a WhatsApp Business Account. If you choose to create any of these assets, you’ll see a form in the next step.

In this step, you need to fill out the data for your assets. This screen may differ depending on the assets you’ve chosen to create. You need to enter your asset's name, email, category, country, website, timezone, catalog vertical, and optionally a description. When it’s completed, click the Next button.

Finishing installation

After that, you will see the permissions necessary for a new provider, Flownally. To continue, click the Continue button.

In the last step, you need to wait a few minutes, and then the final screen will appear that says you’re ready. Click Add payment method to add it to your new WhatsApp Business account in Meta now, or click Finish to finish adding your number.

You need to add a payment method to your WhatsApp Business Account in Meta to onboard the phone number.
If you add the payment method later, you will need to go through the onboarding process again, choosing the same phone number and WhatsApp Business account (if prompted), with your credit card already added as a payment method.