Overview
The WhatsApp Cloud channel uses Meta's official API. It's the recommended option for businesses that want the official green badge, high volume, approved templates (HSM) and full stability. The simplest way to connect is Embedded Signup: a guided flow from Meta itself, opened inside the platform, where you sign in with your Facebook Business account and authorize the number in a few steps β with no manual token copying.
At the end, the inbox is connected to your official number and ready to send and receive messages.
Prerequisites
- An administrator role in the platform.
- A Facebook Business / Meta Business Manager account.
- A phone number not in use on another WhatsApp account (or ready to migrate to the Cloud API).
- Access to complete the number verification (by SMS or call).
- In some environments, Embedded Signup must be enabled by the operator β if it doesn't appear, talk to whoever runs the operation.
Step by step
- In Settings β Inboxes, create a new inbox and choose WhatsApp.
- Select the WhatsApp Cloud provider and the Embedded Signup option.
- Click Connect with Meta. A Meta window opens over the platform.
- Sign in with your Facebook account and select (or create) the WhatsApp Business account.
- Choose or register the phone number to be used.
- Complete the number verification with the code received by SMS or call.
- Authorize the requested permissions and finish. The platform creates the inbox automatically.
- Assign agents/teams and send a test message.
Settings & options
- Number and profile: the display name and business profile picture are managed in Meta; the approval status appears in Business Manager.
- Templates (HSM): business-initiated messages outside the 24h window require approved templates β see the WhatsApp Inbox Suite.
- Webhooks: the Embedded Signup connection automatically sets up message receiving; you don't need to paste URLs manually.
- Migration: you can migrate a number currently on the official app to the Cloud API.
Use cases
- Run an official number with the green badge and high support volume.
- Send approved templates (HSM) for notifications, confirmations and campaigns.
- Professionalize the operation by moving from WhatsApp Web to the official API.
Tips, limits & best practices
- The messaging limit starts in a tier and grows with quality and volume β track it in Business Manager.
- Keep the number quality high: avoid blocks and reports to avoid dropping a tier.
- Outside the 24-hour window after the customer's last message, you can only start a conversation with an approved template.
Troubleshooting
- The Meta window won't open: check that the browser pop-up blocker is disabled.
- Number already in use: the number must be released from the old account or migrated to the Cloud API.
- Verification failed: confirm the number and try the alternative method (SMS or call).
- Can't start a conversation: check whether you're inside the 24h window or use an approved template.