Set Up Your WhatsApp Business Account
Connect a business-owned WhatsApp sender before using campaigns, templates or the inbox. The WhatsApp Account / Setup page also shows whether an account is ready and which action is still required.
Compare the setup methods
Section titled “Compare the setup methods”| Method | Best use case | Existing number | Meta login | Credentials | WhatsApp Business App | Contacts and history | Setup complexity | Availability |
|---|---|---|---|---|---|---|---|---|
| Standard Embedded Signup | Most new or migrated Cloud API senders | Supported when Meta permits migration | Required | Captured through Meta | The number moves to the Cloud API workflow | Not presented as a Business App history import | Guided | Recommended when available |
| Connect a WhatsApp Business App | Keep using an eligible number in the app and Yepsta | Yes | Required | Captured through Meta | Continues working | Eligible contacts and recent history can be shared | Guided, with initial sync | Conditional rollout |
| Manual setup | Advanced setup for an existing Cloud API account | Yes, if already prepared in Meta | Not inside Yepsta | You enter the account identifiers and a permanent access token | No coexistence onboarding | No Business App history setup | Advanced | Available to owners |
Before you begin
Section titled “Before you begin”- Confirm you are the business owner and can sign in to the correct Meta Business Portfolio.
- Decide which business location should own the sender, or choose all locations and assign it later.
- Make sure the number belongs to your business and is not already connected to another Yepsta business.
- Keep access to the phone and Meta account needed to verify the exact number.
Start account setup
Section titled “Start account setup”- Open Communication → WhatsApp Account / Setup.
- Select Connect WhatsApp Business.
- Choose the location scope.
- Confirm I am the business owner and I understand Meta will ask me to approve the selected connection mode.
- Choose Set up a new Cloud API number or, when available, Keep using the WhatsApp Business App.
- Select Continue to Meta and complete the prompts.
For the full Meta and coexistence journey, see Connect WhatsApp with Embedded Signup.
Use manual setup
Section titled “Use manual setup”Choose Manual setup / advanced only when your Cloud API assets and credentials are already prepared.
- Choose the location and enter a clear Account Name.
- Enter the Phone Number ID, display phone number and the WhatsApp business-account details shown in Meta.
- Paste the valid permanent access token requested by the form and add a webhook verification token.
- Choose the account status, then save.
- Use Test Connection, then Sync Templates.
- If the page offers Sender Activation, enter the six-digit PIN used for that number.
Understand readiness
Section titled “Understand readiness”The account card may show Ready to Send, Sync Templates, Partially Ready, Setup Warning, Webhook Warning or Needs Verification. Follow the action on the same card:
- Test Connection checks whether Yepsta can use the saved account.
- Sync Templates refreshes template status from Meta.
- Check Webhook or Retry Webhook checks an Embedded Signup connection.
- Edit / Rotate Token replaces manual credentials.
- Mark Active / Inactive controls whether the account can be selected for sending.
Do not launch a campaign until the intended account and an approved template are ready.
Account removal and disconnection
Section titled “Account removal and disconnection”Deleting an account in Yepsta is a business-level action and requires confirmation. Removing Yepsta as a partner in the WhatsApp Business App is different: the account can appear as Disconnected in WhatsApp, retained conversation history remains visible, and new sending and syncing stop. Contact Yepsta Support before reconnecting if the status or Meta ownership is unclear.
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