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The WhatsApp hub connects one WhatsApp Business Account (WABA) to your project via Meta Embedded Signup. From here you manage phone numbers, the business profile, templates, catalog, opt-outs, and calling settings. In the project sidebar under Outreach, select WhatsApp. Hub tabs other than Overview stay unavailable until the account is connected.
WhatsApp setup has three places:
  1. This hub — connect the WABA, numbers, templates, catalog, opt-outs, and settings. Send templates to lists with Broadcasts (Outreach sibling, not a hub tab).
  2. Channels → WhatsApp AI Agent — turn on the inbox so inbound chats get AI replies.
  3. Send WhatsApp — let the agent send WhatsApp from a workflow Tools tab.
Do not paste Twilio or WATI credentials on Channels. Number connection lives in this hub.
Each project supports one WABA. Multiple Cloud API phone numbers can belong to that same WABA.

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Connect WhatsApp

1

Open the hub

Sign in, open your project, and in the sidebar under Outreach select WhatsApp. Stay on Overview.
2

Start Embedded Signup

Select Connect WhatsApp Business. Choose how you connect:
  • New number or Cloud API
  • Existing Business app number (coexistence)
  • Migrate from another provider when available
3

Finish Meta setup

Complete Meta’s flow. If registration asks for two-step verification, enter the 6-digit PIN and continue. Use Complete registration on Overview or Numbers until the phone status is CONNECTED.
4

Add payment in Meta

In Meta Business Manager, add a payment method for the WABA before you send templates or conversation messages. Use Add payment in Meta when Overview shows billing guidance.
5

Enable the AI Agent when ready

Under Channels, enable WhatsApp AI Agent so inbound chats can get automated replies. See WhatsApp AI Agent.
Overview shows the connection: business account, phone number, and Meta review status. Account health shows verified name, quality rating, messaging limit, and phone status.

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Account readiness

Overview tracks four steps: account linked, phone registered, WhatsApp AI Agent enabled, and quality rating healthy. Reauthorize with Reauthorize WhatsApp if auth is about to expire. Use Refresh account after Meta-side changes. Disconnect WhatsApp stops messaging, templates, and catalog sync until you reconnect — pause inbounds and broadcasts first.

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Hub pages

Numbers

Add or sync Cloud API numbers, set the default, complete registration, and toggle calling.

Business Profile

Edit about, websites, category, and profile photo customers see on WhatsApp.

Templates

Create, sync, preview, and delete Meta message templates for outbound and inbox.

Catalog

Sync Shopify products into Meta for catalog and multi-product templates.

Opt-outs

Manage STOP and manual opt-outs, and clear opt-out when the customer consents again.

Settings

Calling status, webhooks, AI Agent link, and compliance notes.

Broadcasts

Send approved templates to contact lists on a schedule. Open Outreach → Broadcasts (sibling of WhatsApp, not a hub tab).