You will need:
An upgraded Twilio Account. If you are new to Twilio, create a free account and upgrade it by linking a payment method.
A WhatsApp-compatible phone number.
An existing Meta Business Portfolio (formerly called a Meta Business Manager or Business Account), whenever possible.
Twilio strongly recommends using an existing Meta Business Portfolio, as Meta places strict messaging rate limits which are only lifted after your brand's Meta Business Portfolio has already completed Meta's Business Verification. You must use the Meta Business Portfolio of the brand that will be interacting with end users.
Before you proceed, check if anyone in your company has already created a Meta Business Portfolio. Typically, it's someone within the marketing department.
If your company has a Meta Business Portfolio already created, then a user with access will need to invite you as an administrator with full access, so that you have permission to create WhatsApp Business Accounts (WABAs) during the signup process or they will need to sign into the Twilio Console and complete the following steps.
If your company does NOT already have a Meta Business Portfolio, or if you cannot be added with administrator access to an existing one, then you will be able to create one using the process below. However, you will need to complete Meta Business Verification afterwards before you can move into production which requires submitting legal documents to Meta.
Get Started
.Confirm
.Continue
.Continue with Facebook
.This step will open a pop-up window on facebook.com. Do not close the pop-up window or navigate to a different page in the Twilio Console. You will need the Twilio Console window for later steps in this guide.
Do NOT copy the URL of the pop-up window to send to another user as registration will fail. You must complete all of these steps using the same browser session in order for the data exchange between Meta and Twilio to work properly and register your WhatsApp Sender.
Continue as [your name]
if you're already signed in. After logging in, you will be shown an overview of the process to connect your number to WhatsApp.Do not select WABAs that have been created outside of Twilio. If you already have an approved WhatsApp Sender with another provider, create a new WABA to use specifically with Twilio in order to migrate your number.
If this is the first WhatsApp Sender you are onboarding in this Twilio account or subaccount:
OR if you are onboarding an additional WhatsApp Sender in the same Twilio account or subaccount:
Since you are onboarding a new WhatsApp Sender, select Create a new WhatsApp Business profile.
WhatsApp Business Account Name - This is only used for internal purposes and is not consumer facing. If you had selected a WABA on the previous screen, you will not be able to change the name here.
WhatsApp Business display name - This is what your customers will see. It MUST meet the requirements set by WhatsApp.
Category - Select the category that best describes your business. This is shown to consumers when they view your profile and can be updated later in the Twilio Console.
You may optionally click Show more options
and fill out the below. These fields can be also be added or updated in the Twilio Console later:
Display names cannot be changed without a support ticket
Meta reviews display name asynchronously after the WhatsApp Sender is registered. If the display name is rejected by WhatsApp, the phone number's messaging limit will drop to 250 business-initiated messages per 24-hour period and may risk disconnection by WhatsApp. We strongly recommend using your company name as a WhatsApp Sender's display name. as WhatsApp will reject anything that does not match the company name in the linked Meta Business Portfolio.
In June 2024, Meta silently released the ability to "get a free WhatsApp number" using WhatsApp Self Sign-up that do not require verification. These numbers are currently untested within Twilio's system and Twilio does not recommend selecting that option until Twilio has thoroughly tested them within their system. Support for them is on Twilio's roadmap. In the meantime, select 'Add a new or existing number' and follow the instructions below.
Then paste the number into the Facebook pop up window. Keep the Text Message verification method selected and then click Send Code
.
The verification code will then show in the Twilio console under the "Verification code" heading. Click Copy and paste it into the Facebook pop-up window.
Next
.In order to recieve the verification code from Meta, you first will need to configure your Twilio voice phone number if you haven't already. While there's several ways to do this, the instructions below can be used to forward the code to your email. However if your phone number is already configured, it's important to make sure that there is not an IVR or other automated system that will prevent you from receiving the code.
http://twimlets.com/voicemail?Email=[your email address]
For example, your twimlet can look like this: http://twimlets.com/voicemail?Email=support@example.com
Phone call
and then Next
to trigger the verification code.Next
.If you are bringing your own non-Twilio phone number (BYON), then you will need to make sure you can receive the verification code yourself. If you are receiving the code by a phone call, then it's important to make sure that there is not an IVR or other automated system that will prevent you from receiving the code.
If you have tried several times and still cannot receive the verification code from Meta, Twilio strongly suggests using a different phone number. If you require using the specific phone number you had selected, then open a support ticket and Twilio will contact Meta to make changes on how the code is being sent or discuss alternative methods to verify ownership of the phone number with Meta.
Once your phone number is verified by Meta, you may continue to click next until the pop-up window closes. The Twilio Console should then begin the last steps required to complete the registration. This process may take up to 2 minutes.
After 2 minutes, if the Twilio Console has not refreshed automatically, please refresh the page. Upon successful registration, your number will be displayed. You may click Edit Sender
to use a messaging service, set your inbound message webhooks or update the rest of your WhatsApp Business profile including your profile picture.
You can now start messaging customers immediately. However, you will need to complete Meta Business Verification when you are ready to scale to production, request that your WhatsApp Sender be recognized as an Official Business Account (i.e. green checkmark), or want the WhatsApp Sender's display name to appear in the WhatsApp client instead of the phone number. See the instructions below on how to complete Meta Business Verification.
The Meta Business Verification process to increase WhatsApp limits is not related to Meta's subscription product "Meta Verified". Meta Business Verification is currently free.
If you or someone in your company has already verified your Meta Business Portfolio previously, you will not need to complete this step again.
To check your Meta Business Portfolio's verification status or to start the process:
If your Meta Business Portfolio is already verified, it will display when it was verified.
Click the Start
or Continue
button under in the Verification section. If the button is unable to be clicked, make sure you have onboarded a WhatsApp Sender first.
You may be required to upload supporting documents to verify your business. See Meta's guide on uploading official documents to verify your business for more information.
The Meta Business Verification process can take anywhere from 5 to 20 business days, depending on your region and company type. If you have not heard back from Meta in more than 10 business days, open a support ticket.
To onboard additional numbers, you need to repeat this process, while taking care to select the same Meta Business Portfolio account and WhatsApp Business Account. The Meta Business Portfolio (formerly called Business Manager) and WhatsApp Business Account currently linked to your Twilio account are shown in the Twilio Console.
Please note that until you complete Meta Business Verification, some numbers may stay in a pending status and cannot be used to send messages. After completing Meta Business Verification, you may need to delete the WhatsApp senders and go through the process again to onboard them completely.