Overview
Connect your NEW WhatsApp number to Chakra Chat.
Type of WhatsApp Connection
- Connecting a NEW Phone Number to WhatsApp API
- Connecting an Existing WhatsApp Business app Number (WhatsApp Coexistence)
- Migrating an Existing WhatsApp Business API Number
Connect NEW Number to WhatsApp
** Prerequisites**
- A Phone Number (unlinked to WhatsApp Messenger/WhatsApp Business app/WhatsApp API)
- Facebook Business Manager access
Steps to Connect a New Number to WhatsApp Business Platform (API)
Go to 👉 Chakra Chat Dashboard
1. Connect with Facebook
In the WhatsApp Setup, click on Connect with Facebook. This opens the Embedded Signup (ES) widget.
2. Continue as Facebook Profile
Click Continue as [Your Facebook Name] confirming the relevant Facebook profile to continue with the setup
3. Grant Permissions
In the Embedded Signup flow, click Get Started to share permissions with ChakraHQ.
4. Enter Business Information
Provide your business details, including Business Name, Website/Profile Page, and Country.
5. Select or Create Business Portfolio
Choose an existing Business Portfolio or create a new one.
Select a Portfolio
OR
Create a Business Portfolio
6. Choose Setup Type
Select Start with a new WhatsApp phone number in the Embedded Signup flow.
7. Select WhatsApp Business Account
Choose an existing WhatsApp Business Account or create a new one.
8. Create WhatsApp Business profile
For a new number, enter the Account Name, Display Name, and Business Category. If using an existing number, select it.
9. Add WhatsApp Phone Number
Input your new WhatsApp phone number. WhatsApp typically provides a free number.
10. Verify Phone Number
Confirm the number using the Call or Text verification option.
11. Review Access Request
Check the access request details in the Embedded Signup flow.
12. Setup COMPLETE
Your WhatsApp Business account is now connected. Return to the Chakra Dashboard to Verify the Connection.
13. Verify Connection
Return to the WhatsApp Setup section in the left-side navigation in Chakra Chat, where your connected WhatsApp number will be displayed.
Connect WhatsApp Coexistence
Prerequisites
- A WhatsApp Business number
- An Active WhatsApp Business app
- Facebook Business Manager access
Step to Connect an existing WhatsApp Business app number
1. Access WhatsApp Setup
Log in to your Chakra Chat account at app.chakrahq.com and navigate to the WhatsApp Setup section.
2. Connect with Facebook
Click Connect with Facebook and select Continue as [Your Facebook Name].
3. Grant permissions
In the Embedded Signup flow, click Get Started to share permissions with ChakraHQ.
4. Enter Business Information
Provide the required business details in the Embedded Signup form.
5. Select Setup Type
Choose Connect your existing Business app for WhatsApp Coexistence Setup.
6. Input WhatsApp Business Number
Enter your WhatsApp Business phone number.
7. Verify/Edit WhatsApp Business Account
Confirm or update your WhatsApp Business Account details as needed.
8. Review Access Request
Check the access request details in the Embedded Signup flow.
9. Verify Phone Number
Confirm the number using the Call or Text verification option.
Open your WhatsApp Business App now
10. Scan QR Code
Open your WhatsApp Business app, where you would've received a message. Click on Scan QR Code to proceed.
11. Connect to Business Platform
Follow the prompts to connect your account to the Business Platform. Share the Chat history as required.
12. Scan to Complete Connection
Scan the QR code in Chakra Chat setup using the business app's Scan QR Code option.
13. Connected to Chakra Chat
Migrate a WhatsApp API number
Before starting the signup process in Chakra Chat, ensure two-factor authentication (2FA) is disabled in your existing WhatsApp Business Account.
Disable 2-step-authentication
Option 1: Request your current WhatsApp Solution Provider (BSP) to disable this.
Option 2: Disable the Two-factor authentication (2FA) directly in your WhatsApp Business Manager:
1. Go to WhatsApp Manager
Go to 👉 WhatsApp Manager in Facebook Business
2. 2-Step-Verification
Select the relevant phone number and navigate to the Two-step verification tab
3. Turn-off 2-step-verification
Click on turn-off-two-step verification
4. Continue with WhatsApp API setup
Once the 2FA is disabled in the existing WhatsApp Business Account, continue with the setup process for connecting a NEW WhatsApp Number.
** End: Your WhatsApp Number is now connected with Chakra Chat. You can start receiving Inbound Messages now.**