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A clearer starting point
A guided process reduces the need to assemble unrelated technical instructions. Your team still understands the account it owns and the permissions it grants, which makes future management easier.
WhatsApp · WhatsApp setup
Connect WhatsApp through guided Meta onboarding.
Use the SAYLS WhatsApp connection and embedded signup workflows to connect an eligible business account. Keep the setup grounded in Meta's official platform, with a clear understanding of the business assets, permissions and billing involved.
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See the task in actionWhatsApp
Meta onboardingYOUR WORKFLOWOFFICIAL ONBOARDINGYour business number. Connected officially.
01Business assets
02Eligible number
03Official connection
Official WhatsApp Business Platform
Follow official onboarding for an eligible Meta account.
The task behind the feature
When the first setup feels unnecessarily technical
Account setup should not depend on an unofficial web session.
A business owner should not need to understand every API detail to begin, but the underlying account still needs to be set up correctly. Choosing the right Meta business assets and number matters. SAYLS provides a guided connection path so you can focus on creating a dependable foundation for the inbox and automation you plan to use.
See how the pieces fitOne practical way to use it
Connect the right business assets in the right order.
Start withOne eligible business number through official onboarding
- 01
Prepare your business assets
Have access to the relevant Meta business account and the number you intend to connect. Check who owns those assets and can grant permissions before you begin, particularly when an agency or previous provider helped with setup.
- 02
Complete the official connection flow
Follow the supported signup or connection workflow and review the assets you select. Meta may require additional verification, permissions or payment setup depending on the account and the features you want to use.
- 03
Confirm the customer workflow
After connecting, review the number's status and test the intended messaging journey with appropriate permission. Prepare templates and team access before inviting the entire business to rely on the new setup.
Configure the path. Test it with a real task.
Have the required access to your Meta business assets ready before beginning setup.
Why this is useful in practice
An official connection you can build on.
A proper business foundation
The integration uses WhatsApp's official business platform rather than a personal-session mirroring workaround. That provides a supported route for business messaging while leaving Meta's policies and eligibility requirements in place.
Support for the next step
Once the account is connected, the inbox, templates and relevant automations can share the same foundation. Start with a small tested workflow instead of assuming every advanced capability is ready immediately.
Choose a useful starting point
Prepare the connection your business needs
- A business connecting WhatsApp to its first CRM.
- A team preparing an official business messaging workflow.
- An owner organising Meta assets before staff onboarding.
Your first useful workflow
Try whatsapp setup with your team.
Follow official onboarding for an eligible Meta account. Start with one eligible business number through official onboarding and review the result before choosing a plan.
A little clarity goes a long way
A little more about whatsapp setup.
Understand the setup, the costs and the next step before you decide.
01Does connection guarantee Meta business verification?
No. Meta controls verification, eligibility and approvals. The connection workflow helps you provide the required access, but cannot promise that Meta will approve a business or feature.
02Does SAYLS require a personal WhatsApp Web session?
The CRM integrates with the official WhatsApp Business Platform. Setup methods and any officially supported coexistence option depend on your account and Meta's current requirements, rather than an unofficial personal-session mirror.
03Can I ignore Meta billing because I pay for the CRM?
No. CRM subscription charges and Meta charges are separate. Review the payment method and billing requirements in your Meta account as part of setup before relying on outbound messaging or paid platform services.
Connect the useful pieces
What works alongside whatsapp setup?
Team inbox
Turn business WhatsApp conversations into organised work.
Explore this featureMultiple numbers
Keep sales lines, support numbers or separate business locations easier to manage.
Explore this featureMessage templates
Manage WhatsApp message templates in the same workspace as your customer conversations.
Explore this feature