> ## Documentation Index
> Fetch the complete documentation index at: https://docs.botcadence.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Overview

> Connect WhatsApp Business, manage numbers, templates, catalog, and opt-outs

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.

<Info>
  WhatsApp setup has three places:

  1. **This hub** — connect the WABA, numbers, templates, catalog, opt-outs, and settings. Send templates to lists with [Broadcasts](/docs/outreach/broadcasts) (Outreach sibling, not a hub tab).
  2. **[Channels → WhatsApp AI Agent](/docs/deploy/channels/whatsapp)** — turn on the inbox so inbound chats get AI replies.
  3. **[Send WhatsApp](/docs/build/workflows/tools/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.
</Info>

<Note>
  Each project supports one WABA. Multiple Cloud API phone numbers can belong to that same WABA.
</Note>

## Connect WhatsApp

<Steps>
  <Step title="Open the hub">
    Sign in, open your project, and in the sidebar under **Outreach** select **WhatsApp**. Stay on **Overview**.
  </Step>

  <Step title="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
  </Step>

  <Step title="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**.
  </Step>

  <Step title="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.
  </Step>

  <Step title="Enable the AI Agent when ready">
    Under **Channels**, enable **WhatsApp AI Agent** so inbound chats can get automated replies. See [WhatsApp AI Agent](/docs/deploy/channels/whatsapp).
  </Step>
</Steps>

<Check>
  Overview shows the connection: business account, phone number, and Meta review status. Account health shows verified name, quality rating, messaging limit, and phone status.
</Check>

## 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.

## Hub pages

<CardGroup cols={2}>
  <Card title="Numbers" icon="phone" href="/docs/outreach/whatsapp/numbers">
    Add or sync Cloud API numbers, set the default, complete registration, and toggle calling.
  </Card>

  <Card title="Business Profile" icon="building" href="/docs/outreach/whatsapp/business-profile">
    Edit about, websites, category, and profile photo customers see on WhatsApp.
  </Card>

  <Card title="Templates" icon="file-lines" href="/docs/outreach/whatsapp/templates">
    Create, sync, preview, and delete Meta message templates for outbound and inbox.
  </Card>

  <Card title="Catalog" icon="bag-shopping" href="/docs/outreach/whatsapp/catalog">
    Sync Shopify products into Meta for catalog and multi-product templates.
  </Card>

  <Card title="Opt-outs" icon="user-xmark" href="/docs/outreach/whatsapp/opt-outs">
    Manage STOP and manual opt-outs, and clear opt-out when the customer consents again.
  </Card>

  <Card title="Settings" icon="gear" href="/docs/outreach/whatsapp/settings">
    Calling status, webhooks, AI Agent link, and compliance notes.
  </Card>
</CardGroup>

<Card title="Broadcasts" icon="bullhorn" href="/docs/outreach/broadcasts">
  Send approved templates to contact lists on a schedule. Open **Outreach → Broadcasts** (sibling of WhatsApp, not a hub tab).
</Card>