Meta Onboarding for WhatsApp on FlowFlex

Meta Onboarding for WhatsApp on FlowFlex

To use FlowFlex.ai for WhatsApp automation, your business must be connected to Meta’s WhatsApp Business Platform. This setup process is called Meta onboarding. Once completed, it allows you to send and receive messages using WhatsApp through FlowFlex.

Here’s a complete guide to help you get started.

Step 1: Create a Meta Business Account

If your business does not already have a Meta Business Account:

1. Visit Meta Business Manager

2. Click on Create Account

3. Enter your business name, your name, and business email

4. Submit and verify your email address

5. Add your legal business name, business phone number, address, and website

Tip: Make sure the business name and address match your official documents. This helps in smooth verification later.

Step 2: Verify Your Business with Meta

1. Go to Business Settings

2. Under “Security Center,” click Start Verification

3. Upload supporting documents like:

• Business license or registration

• Utility bills with business name and address

• GST Certificate (if applicable)

1. Add a domain (e.g., yourwebsite.com) and verify ownership through a DNS update or HTML file upload

Verification can take a few hours to a few days, depending on document clarity and match.

Step 3: Create a WhatsApp Business Account

1. In Business Settings, go to “Accounts” → “WhatsApp Accounts”

2. Click Add → Create a New WhatsApp Business Account

3. Assign your business to the account and select an account name

4. Add payment method if you’re planning to use WhatsApp message templates at scale (optional at this point)

Step 4: Add a Phone Number for WhatsApp

1. Under your newly created WhatsApp Business Account, click Phone Numbers

2. Add a new number that’s not currently registered with any WhatsApp account

3. Choose how you want to verify the number (SMS or voice call)

4. Complete verification by entering the OTP

If the number is already connected to a personal or business WhatsApp account, you must delete that account before proceeding.

Step 5: Create a Meta Business App (for FlowFlex Integration)

1. Visit Meta for Developers
2. Log in with your Business Account and click Create App

3. Select Business App and name it

4. Link it to your Meta Business Account

5. Under App Dashboard, add the WhatsApp product

Step 6: Assign Roles and Generate Access Credentials

To allow FlowFlex to connect:

1. Create a System User from your Business Settings → Users → System Users

2. Assign Admin access

3. Generate a System User Access Token

4. Add the necessary permissions for WhatsApp and business management

Permissions usually include:

• WhatsApp Business Management

• WhatsApp Business Messaging

• Business Management

FlowFlex will securely handle token integration during onboarding.

Step 7: Connect with FlowFlex

Once your business is verified and your WhatsApp number is active:

1. Log in to your FlowFlex dashboard

2. Go to Channel Settings → WhatsApp

3. Paste your verified phone number and access token

4. Set up your sender profile (display name, brand logo, description)

5. Start creating your WhatsApp flows using FlowFlex’s drag-and-drop builder

How FlowFlex Supports You During Meta Onboarding

• Onboarding Concierge Support: A FlowFlex expert will guide you through each step via live call or email

• Auto-Validation Tools: We’ll instantly validate if your phone number and business details are eligible

• WhatsApp Profile Builder: Upload logo, business description, and categories easily from your FlowFlex dashboard

Template Review Assistance: Help with message template approval from WhatsApp for marketing and transactional use