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Meta Business PartnerStep-by-step guide

How to complete Embedded Signup for the WhatsApp Business API

Embedded Signup is Meta's single, pop-up onboarding flow that connects your Facebook Business account, WhatsApp Business Account (WABA), and phone number to InfiQ in one guided sequence — no manual Business Manager IDs to copy, no long verification tickets. Instead of stitching together an app, a system user token, and a webhook by hand, you click Continue with Facebook inside the InfiQ dashboard, choose (or create) your business and number, and Meta hands the credentials straight to InfiQ. This tutorial walks through every screen in order, tells you exactly what to fill in, and flags the mistakes that cause most first-time onboardings to stall.

What you'll do

Log in to InfiQ, click Connect WhatsApp via Embedded Signup, sign in with the Facebook account that owns your business, pick or create your WABA and phone number, verify the number by OTP, then send a test message. The whole flow takes minutes; the slow parts are Meta Business verification and getting your display name approved.

Before you start: what to have ready

Embedded Signup fails most often because a prerequisite is missing halfway through the pop-up, forcing you to restart. Sort these out first so the flow runs end-to-end in one sitting. You sign in with a personal Facebook profile, but that profile must be an admin of the Business account you want to connect — Embedded Signup can only surface businesses where you hold admin rights.

  • A Facebook account that is an admin of your Meta Business Manager (Business Portfolio).
  • A phone number that is NOT already registered on the WhatsApp or WhatsApp Business consumer app — deregister it there first, or use a fresh number.
  • Access to that number by SMS or voice call to receive the verification OTP during the flow.
  • Your legal business name and website ready — Meta cross-checks these during Business verification.
  • A display name that follows Meta's naming rules (it should relate to your brand and avoid generic words or all-caps promotions).

Step 1 — Launch Embedded Signup from InfiQ

Sign in to your InfiQ dashboard and open the WhatsApp onboarding section. Click Connect WhatsApp (Embedded Signup) — a Meta-hosted pop-up window opens on top of the InfiQ page. This window is served by Facebook, not InfiQ, which is why you are asked to Continue with Facebook: Meta needs to authenticate you directly so it can grant InfiQ scoped permissions to your WhatsApp assets. If the pop-up is blocked, allow pop-ups for the InfiQ domain and click the button again. Do not close the window mid-flow; if you do, restart from this step rather than refreshing.

  • Use a desktop browser — the pop-up flow is fiddly on mobile.
  • Log in with the Facebook profile that has admin rights, not a colleague's low-permission account.
  • Approve the permission prompts Meta shows (business management and WhatsApp management) so InfiQ can manage the WABA on your behalf.

Step 2 — Select or create your Business and WABA

Inside the pop-up, Meta lists the Business portfolios you administer. Choose the one that represents your company. Next, pick an existing WhatsApp Business Account or create a new one — for most first-time users, create a new WABA so it starts clean. Then set your WhatsApp Business display name; this is what customers see at the top of the chat, so use your real brand name. Meta reviews display names separately from Business verification, and a name that reads like an ad or does not match your business is the single most common rejection at this stage.

  • Create a new WABA unless you are deliberately migrating an existing one.
  • Set the display name to your brand exactly — avoid words like 'Free', 'Offer', or emojis.
  • Pick the correct timezone and category; these affect reporting and template review.

Step 3 — Add and verify your phone number

Enter the phone number you want to send from and choose SMS or voice call to receive the verification code. Meta sends a 6-digit OTP; type it into the pop-up to confirm you control the number. Once verified, the number is bound to your new WABA. If verification fails, the number is almost always still active on the consumer WhatsApp app — open WhatsApp on that SIM, delete the account under Settings, wait a few minutes, and retry. A number can only live on the API or the consumer app, never both.

  • Deregister the number from the WhatsApp/WhatsApp Business app before you begin.
  • Choose voice call if SMS is delayed on Indian carriers.
  • Keep the number's country code correct (+91 for India) — a mismatch blocks the OTP.

Step 4 — Finish, and let InfiQ wire up the backend

When you click Finish, Meta closes the pop-up and passes the credentials to InfiQ automatically. This is the real advantage of Embedded Signup over manual onboarding: you never copy a WABA ID, a phone number ID, or a system user token by hand. InfiQ registers the number, subscribes the webhook so inbound messages and delivery/read status flow back to your dashboard, and provisions your two-factor PIN. Within moments the number appears as Connected in InfiQ, and you can start creating message templates. If Meta Business verification is still pending, you can send in limited volumes right away and unlock higher tier messaging once verification completes.

  • InfiQ auto-subscribes the webhook — no separate callback URL to paste.
  • Your messaging limit starts at a lower tier and scales as quality and verification improve.
  • Submit your first templates now so they are approved by the time you go live.

Step 5 — Send a test, then go live

Before you announce anything to customers, prove the pipe works end-to-end. From InfiQ, send a template message to your own second number and confirm it arrives, then reply from that phone and check the inbound message lands in your InfiQ inbox — that round trip validates both send and webhook receipt. Watch the delivery and read receipts update. Only once a test template delivers, an inbound reply is received, and your quality rating shows green should you switch on live traffic. After go-live, keep an eye on the number's quality rating in the dashboard, because a batch of blocks or 'not helpful' reports early on can throttle your sending limit.

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Frequently asked questions

How long does Embedded Signup take?+
The pop-up flow itself takes only a few minutes. What can add time is Meta Business verification and display-name approval, which are Meta-side reviews outside InfiQ's control — often same-day, sometimes a day or two. You can send in limited volumes while verification is pending.
Do I need a developer to complete Embedded Signup?+
No. Embedded Signup and everything after it is no-code inside the InfiQ dashboard — connecting the number, creating templates, and going live need no engineering. You only touch the API if you want custom automations or a deep CRM integration.
Why does the pop-up ask me to log in with Facebook?+
The pop-up is hosted by Meta, not InfiQ. Meta authenticates you directly and then grants InfiQ scoped permission to manage your WhatsApp Business Account. That is what removes the need to manually copy IDs and tokens.
My phone number won't verify — what's wrong?+
Almost always the number is still registered on the WhatsApp or WhatsApp Business consumer app. Open that app, delete the account, wait a few minutes, and retry. A number can only be on the API or the consumer app, not both. If SMS is slow on your carrier, switch to voice-call verification.
Can I use an existing WhatsApp Business App number?+
Yes, but you must first remove it from the consumer WhatsApp Business app; your existing chat history there does not migrate to the API. Most businesses prefer a dedicated number for the API to keep personal and broadcast traffic separate.
Do I own my WABA and number after signup?+
Yes. The WhatsApp Business Account, phone number, and your BSUID (Business-Scoped User ID) sit under your own Meta Business portfolio. InfiQ operates as your connected provider, so you keep ownership and can retain your assets.
What does it cost to send messages after setup?+
WhatsApp bills per delivered message by category — marketing, utility, or authentication — since Meta moved off per-conversation pricing on 1 July 2025. InfiQ shows transparent ₹ pricing (ex-GST), so you see the category rate plus InfiQ's platform pricing before you send.
What if I get stuck during the flow?+
InfiQ's India-based support can screen-share and walk you through any screen — from choosing the right Business portfolio to clearing a stuck number or a rejected display name. Reach out via the contact page and reference where in the flow you paused.

Connect your WhatsApp number in minutes

Start Embedded Signup inside InfiQ and let our India-based team stand by to clear any Meta review — so you go live fast, on your own WABA.