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How to setup a WhatsApp channel (Embedded signup)

Last updated on Sep 02, 2025

What is WhatsApp Embedded Signup?

Embedded Signup is a browser-based interface supplied by Meta that authenticates a Facebook user, creates (or links) a WhatsApp Business Account (WABA), adds a phone number, and returns production credentials in one flow. Chatwoot Cloud embeds this interface when you choose WhatsApp Cloud while adding an Inbox, so no manual tokens or webhook URLs are required.

Prerequisites at a glance

  • Facebook (Meta) login

  • Business information

  • Chatwoot Cloud workspace with WhatsApp feature enabled

Onboarding workflow inside Chatwoot

  1. Open Inboxes: Go to Settings › Inboxes › Add Inbox. Select WhatsApp.

  2. Choose provider: Pick WhatsApp Cloud (the option wired to Embedded Signup).

  3. Start Meta flow: Click Connect with WhatsApp Business. A pop-up opens on facebook.com.

  4. Authenticate: Log in with the Facebook account that will manage the WABA.

  5. Create or select Business & WABA: Provide business details or pick an existing portfolio, then choose an existing WABA or create a new one.

  6. Finish & return: Meta shows a success screen; the pop-up closes and Chatwoot lists the new WhatsApp Inbox automatically configured with webhook and token.

Tip: Use a dedicated browser tab and disable ad-blockers; Meta’s OAuth windows rely on third-party cookies

Compliance checkpoints

  1. Business verification: Upload legal documents if Meta prompts during or after signup

  2. Display name review: Ensure the WhatsApp display name matches branding guidelines to prevent rejection