WhatsApp channel

Connecting your number (Embedded Signup)

The recommended way to connect is Embedded Signup under Settings → WhatsApp — a guided Facebook login that hands the whole setup to Instant rather than asking you to copy API credentials around. Behind the scenes it runs through several steps automatically:

1. 1

   Log in and pick your WhatsApp Business Account

   You authorize Instant through a Facebook consent screen and select which WhatsApp Business Account (WABA) and phone number to connect.
2. 2

   Instant verifies access

   It confirms the granted token can actually read the WABA you selected, and resolves the exact phone number to use — falling back to the WABA’s first number if needed.
3. 3

   Ownership check

   If that phone number is already connected to a different Instant account, the connection is rejected rather than silently taking it over.
4. 4

   Subscribe and register

   Instant subscribes the WABA to receive messages, registers the phone number for Cloud API messaging (setting a 2-step verification PIN — reused if you had one, freshly generated otherwise), and confirms the number reports as live.
5. 5

   Credentials saved, encrypted

   The access token, verify token, and PIN are encrypted before being stored — nothing is kept in plain text.

Once connected, a Registration statuspanel on the same page separately confirms that Meta will actually deliver message events to Instant — distinct from “the credentials are valid” — with a one-click “Verify with Meta” check if something seems off.

Phone health

Your account menu shows a live read of two numbers Meta tracks for your phone number:

• Quality rating— Meta's assessment of how recipients respond to your messages (blocks, reports, opt-outs factor in). A dropping rating is worth acting on before it affects your sending limit.
• Messaging limit tier — how many customers you can message in a rolling 24 hours, which Meta raises over time as your quality rating holds up.

If Meta can't be reached, these badges simply disappear rather than showing an error — they're a health indicator, not a blocking gate.

Business profile

Under Settings → Business Profile, editable fields are:

Editing the business profile requires an admin or owner role; agents and viewers see it read-only.

Catalog

The Cataloguetab (next to Profile, under Business Profile) connects to Meta Commerce: it shows your catalog's name and product count, lets you toggle whether customers can add items to a cart and whether the catalog is visible in your WhatsApp profile, browse and delete products, and add new ones. If you don't have a catalog yet, it links out to Meta Commerce Manager to create one — catalog creation itself happens on Meta's side.

Calling

Settings → Calling lets you turn on the call icon in your WhatsApp chat, so customers can tap to call your business number directly from the conversation. Turning it on asks Meta to show that icon and enables call events on the number; turning it off is always available, even if your plan no longer includes the feature.

Calling is a plan-gated feature — see Billing & plans if the toggle shows as locked.