WhatsApp Business knowledge base
Everything you need to successfully manage and grow your WhatsApp Business presence - step-by-step guides, account setup instructions, messaging best practices, templates, automations, integrations, and troubleshooting.
Introduction
WhatsApp Business is one of the world's leading business communication channels, allowing organizations to engage customers through secure and real-time messaging. Businesses can provide support, send notifications, automate interactions and build stronger customer relationships.
This knowledge base provides implementation guidance, best practices, onboarding information, troubleshooting resources and platform documentation.
Getting Started
Before onboarding to WhatsApp Business, ensure your business has the required assets and permissions.
- Meta Business Portfolio account
- Verified business information
- Eligible phone number
- Administrative access to business assets
- Access to Meta Business Manager
WhatsApp Business Accounts (WABA)
A WhatsApp Business Account (WABA) is the primary business asset used to manage messaging activities.
- Business Portfolio
- Phone Numbers
- Messaging Limits
- Quality Rating
- Display Name Management
- Template Management
Embedded Signup
Embedded Signup simplifies onboarding by allowing businesses to connect directly through a guided Meta workflow.
- Authenticate with Facebook
- Select Business Portfolio
- Create or select WABA
- Connect Phone Number
- Grant Permissions
- Start Messaging
Messaging & Conversations
WhatsApp supports customer service and business-initiated conversations.
- Utility Conversations
- Authentication Conversations
- Marketing Conversations
Always obtain customer consent and provide relevant, timely communication.
Message Templates
Templates are required for initiating conversations outside the customer service window.
- Utility: Order updates, invoices, reminders.
- Authentication: OTP and verification messages.
- Marketing: Promotions and campaigns.
All templates must be approved by Meta before use.
Supported Media Types
WhatsApp supports images, videos, audio, documents and stickers.
| Media Type | Formats | Maximum Size |
|---|---|---|
| Images | JPG, JPEG, PNG | 5 MB |
| Audio | AAC, MP3, AMR, OGG (Opus) | 16 MB |
| Video | MP4, 3GP | 16 MB |
| Documents | PDF, DOCX, XLSX, PPTX, TXT | 100 MB |
| Stickers | WebP | 100 KB / 500 KB |
WhatsApp Flows
Create interactive customer journeys directly inside WhatsApp.
- Lead generation
- Appointment booking
- Registrations
- Surveys
- Support requests
Automations
- Welcome messages
- Keyword triggers
- FAQ automation
- Lead qualification
- Out-of-hours responses
Integrations & APIs
Integrate WhatsApp with CRM, ERP, helpdesk and e-commerce platforms.
- Send Messages
- Receive Webhooks
- Manage Templates
- Retrieve Media
- Track Delivery Status
Billing & Pricing
Pricing may vary depending on country, conversation category, platform provider and usage volume.
Troubleshooting
- Number already registered on WhatsApp
- Template rejected by Meta
- Embedded signup failures
- Message delivery issues
- Permission and access problems
Best Practices
- Obtain customer consent before messaging.
- Avoid spam-like behavior.
- Monitor quality rating regularly.
- Use automation responsibly.
- Provide escalation paths to human agents.
Need Additional Assistance?
Whether you're setting up WhatsApp Business, managing templates, configuring automations, or troubleshooting issues, our team is here to help you every step of the way.