WhatsAppConnect WhatsApp

Help Center/WhatsApp

Connect WhatsApp

Use Meta Embedded Signup to link a WhatsApp Business Account and Cloud API number to your Pointerly team.

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Connect your WhatsApp Business Account with Connect WhatsApp (Meta Embedded Signup). You keep ownership of the WABA; Meta bills conversations directly.

What you'll do

  • Start Embedded Signup from Connections
  • Complete Meta’s popup (business + phone verification)
  • Land a registered Cloud API number on the Connections tab
  • Confirm health / sendability
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No WhatsApp number connected empty state with Connect WhatsApp

Before you start

  • WhatsApp feature unlocked on the team
  • whatsapp → connect permission
  • Capacity to add another number (canAddNumber — otherwise the slot is locked)
  • Admin access to the Meta Business / WABA you intend to connect
  • Pop-ups allowed for facebook.com on this browser
  • Environment must expose Meta app + Embedded Signup config IDs (ops concern if the button shows “not configured”)

Steps

1. Open Connections

  1. Go to Dashboard → WhatsApp → Connections.
  2. If no numbers exist, read the empty-state copy: you keep ownership; Meta bills conversations.
  3. Click Connect WhatsApp (Plus icon).
  4. Wait until the Facebook SDK is ready — the button shows Connecting… while signup runs.
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Connect WhatsApp button on Connections empty state

2. Complete Meta Embedded Signup

  1. Finish the Meta popup: choose or create the Business / WABA, verify the phone number, accept permissions.
  2. Do not close the popup mid-flow unless you intend to cancel (cancel is silent; incomplete closes may toast an error).
  3. On success, Pointerly exchanges the auth code plus waba_id / phone_number_id from Meta’s session postMessage.
  4. Toast: WhatsApp Business account connected.

On mobile apps, signup may open Safari and return via a pointerly://whatsapp/connect deep link — same end state.

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Meta Embedded Signup popup for WhatsApp Business

3. Confirm the number card

  1. Stay on Connections — a number card should appear with display number, verified name, quality, and tier.
  2. Confirm the number is registered for Cloud API.
  3. If sendability is blocked, click refresh health (Asking Meta…) and open status details for Meta’s reason (often missing payment method — error class 131042).
  4. Optional: set up opt-in keywords on Subscribers and share the generated wa.me link (default keyword example: DEALS).
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WhatsApp connection card with registered number and healthy send status

4. Disconnect / reconnect safely

  1. Prefer Disconnect when pausing — pending queued messages freeze instead of failing open.
  2. Reconnect restores frozen scheduled/sending work when the account is healthy again.
  3. Removing a number/account for good releases the plan slot; historical campaigns keep their foreign keys.
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Connection card overflow menu showing Disconnect and Refresh health

Tips

  • One workspace can hold multiple numbers up to capacity — pick the sending number later in the broadcast composer.
  • After connect, sync templates before your first broadcast.
  • Use the header ? tutorial if you want the guided tour after connecting.

Troubleshooting

SymptomLikely causeWhat to try
“Facebook SDK still loading”Slow network / blockerWait and retry; disable blockers
Signup not configured alertMissing public Meta env IDsOps must set app id + ES config id
Popup closed without finishUser cancel or blockerRetry with pop-ups allowed
Connected but cannot sendMeta health BLOCKEDRefresh health; fix payment / business verification in Meta
At number limitCapacity exhaustedBilling → extra WhatsApp numbers / upgrade