Connecting WhatsApp Business
Connect your WhatsApp Business number to BillionBiz so you can sell and support customers directly in chat, using Meta's one-click Embedded Signup or manual credentials.
WhatsApp is where a huge share of your customers already spend their day. Connecting it to BillionBiz turns it into a real sales and service channel — customers can browse your catalog, ask questions, place orders, and track deliveries without leaving the chat they already have open.
What you get
- One-click connection to your WhatsApp Business number through Meta's Embedded Signup flow.
- A manual credential form as a fallback if the one-click flow isn't available for your account yet.
- A live connection test, so you know immediately whether the channel is healthy.
- A setup checklist that tells you exactly what's still missing before you can send messages.
Where to connect it
Go to Plugins → WhatsApp Business → Setup. If you haven't installed the WhatsApp plugin yet, open Plugins from the left navigation, find the WhatsApp card in the Communication category, and install it first — that opens the dedicated WhatsApp screen with its own tabs (Dashboard, Setup, Catalog, Templates, Conversations, Orders, Broadcasts, Bot, Analytics).
Connecting with one click (Embedded Signup)
The fastest way to connect is Meta's Embedded Signup — a guided, in-browser flow that authorises BillionBiz to manage your WhatsApp Business Account without you copying tokens from Meta's own dashboard.
Click Connect WhatsApp Business
On the Setup tab, click the green Connect WhatsApp Business button. This opens a Meta popup window.
Log into Facebook
Sign in with the Facebook account tied to your business (or the account you use to manage your business's WhatsApp number). You only need to do this once per popup session.
Pick or create your Business Portfolio, WhatsApp Business Account and phone number
Inside the popup, choose an existing Meta Business Portfolio or create a new one, then choose or create the WhatsApp Business Account (WABA) and the phone number you want to connect.
Verify your phone number
If you're connecting a new number, Meta sends a verification code by SMS or voice call. Enter the code in the popup to confirm the number.
Let BillionBiz finish connecting
Once the popup closes, BillionBiz automatically exchanges the authorisation it received for a long-lived connection, subscribes to your account's message webhook, and registers the phone number. You'll see a progress indicator moving through these steps, then a success message with your connected phone number and business name.
Once connected — whether through Embedded Signup or the manual form below — the Setup tab shows a compact Connected card at the top with your phone number and a Reconnect button. Click Reconnect at any time to reopen the Embedded Signup popup, for example to connect a different phone number or WhatsApp Business Account.
If Meta shows a business-verification or domain step
Depending on your Business Portfolio's history with Meta, the popup may occasionally ask you to confirm additional business details (such as a business email) as part of Meta's own account requirements. That step belongs to your Meta account, not to BillionBiz — follow Meta's on-screen instructions and the popup will return control to BillionBiz when it's done.
If the Embedded Signup flow doesn't complete
Not every attempt finishes cleanly. The Setup tab handles two interruptions, both with a way to pick back up immediately:
- You closed the popup before finishing. BillionBiz shows a message: "No problem — the Meta window was closed before completing." Click Try again to reopen the Embedded Signup popup and start over.
- Something went wrong while connecting. If the connection attempt fails after the popup closes (for example, Meta didn't return the details BillionBiz needed), you'll see the specific error message next to a Try again button — click it to restart the flow.
Even when the popup itself completes successfully, a few of the follow-up steps (subscribing to the message webhook, registering the phone number) can occasionally fail individually. When that happens, the success card still shows your connected phone number, but adds a warning line listing which optional steps couldn't be completed — for example "Some optional steps could not be completed: webhook subscription failed." Your number is still connected; check the Setup checklist (below) to see which item still needs attention, and retry from there if needed.
A restriction you may run into
Embedded Signup may not complete for every account right now
Meta currently restricts the one-click Embedded Signup flow for business accounts registered with an India address — this is a Meta-side rule, not a BillionBiz setting, and it can affect the popup regardless of where your store's customers are. If the popup shows "Feature Unavailable" instead of completing, don't worry — use Connect manually below instead. There's no difference in what you can do on WhatsApp once connected; it's only the one-click convenience that's affected.
Connecting manually instead
If the one-click flow isn't available to you, or you already manage your WhatsApp Business Platform access directly through Meta Business Suite, you can enter your credentials by hand.
Open the manual form
On the Setup tab, click Advanced: enter manually to expand the credentials form.
Gather your credentials from Meta
You'll need five values from your WhatsApp Business Platform setup in Meta Business Suite: your Access Token, Phone Number ID, Business Account ID, App Secret, and a Webhook Verify Token you choose yourself. A Catalog ID is optional at this stage but needed later for product sync.
Enter the values and save
Fill in each field, then click Save Configuration. Access Token and Phone Number ID are required before you can save.
Copy the webhook URL into Meta
The right-hand panel shows a Webhook URL with a copy button. Paste this URL into your app's webhook configuration in Meta's dashboard, along with the same Webhook Verify Token you entered above, so Meta knows where to deliver incoming messages and delivery receipts.
Once credentials are saved, BillionBiz shows them masked (for example abcd************); click
Show values to reveal them, or Edit to change them. While editing, a Cancel button sits
next to Save Configuration — click it to discard your changes and return to the masked view
without saving.
Checking your connection
Click Test Connection at any time — from the masked credentials view or the manual form — to verify your setup live against Meta. A successful test shows the connected phone number and the verified business name; a failed test shows the error Meta returned so you know what to fix.
The Setup checklist panel on the right tracks what's configured:
| Required | Recommended |
|---|---|
| Access token | Catalog ID (product sync) |
| Phone Number ID | An approved message template |
| App Secret | Bot configured |
| Webhook Verify Token | |
| Catalog connected |
Going live
Once the checklist's required items are green and a test connection succeeds, you're ready to use the channel. Head to the Catalog tab to sync your products and the Templates tab to get your first message template approved — you'll need at least one approved template before you can send broadcasts or message customers outside an active conversation window.
