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Connect your first WABA end to end

This is the operator journey for a brand-new Orbit organization connecting WhatsApp for the first time: prerequisites, the Embedded Signup run, number registration, first template, and the first send. By the end of this page the connection shows registered with a green health badge, one template is approved, and you have a delivered template message with message.delivered and message.read webhook events to prove it. Already running WhatsApp elsewhere and want to keep the same number and templates? Use the WABA migration guide instead — do not run a fresh Embedded Signup, which creates a second account beside the one you already have.

Step 1 — Pick the onboarding lane

There are two lanes, and the pick happens before you open the dashboard: Everything below assumes the first row: you have zero connected WhatsApp accounts and want the canonical first-connect run.

Step 2 — Prerequisites

Have these ready before you click Connect. Nothing here is optional mid-flow:
  1. A Meta Business Manager you administer. You sign in with a Facebook account that has admin rights on the Business Manager. If the business has no Business Manager yet, create one at business.facebook.com — it takes minutes, and full Business Verification can run after the connection is live.
  2. A verified domain with real content and a privacy policy. Meta checks your website during display-name review. A “Coming Soon” placeholder or a free Notion page fails review.
  3. A phone number that is not registered to any WhatsApp account. The number must not be active on the consumer WhatsApp app, the WhatsApp Business App, or another provider’s WABA. If it was on the consumer app, delete that account and respect Meta’s 30-day cooldown first. You can buy a WhatsApp-safe number from Numbers → Buy in the dashboard, or bring a number you control that can receive the verification code.
  4. A business support email on your own domain (support@yourcompany.com, not a consumer mailbox). Meta uses it as a trust signal during review.
  5. An owner or admin role on the Orbit organization. The WhatsApp channel settings are role-guarded; teammates with lower roles cannot run the connect flow.
Budget 15 minutes once the prerequisites are in hand. For the full document checklist for Business Verification — which runs in the background and lifts the 250-recipient-per-day starter cap — see the WABA setup reference.

Step 3 — Run Embedded Signup on your first WABA

With no connection present, Settings → Channels → WhatsApp (/settings/channels/whatsapp) presents the dedicated first-account connect. Run the Meta OAuth popup once:
  1. Click Connect WhatsApp (or Connect with Facebook). Meta’s OAuth dialog opens in a popup window.
  2. Sign in to Facebook with the account that administers your Business Manager.
  3. Pick the Business Manager the WABA should belong to.
  4. Choose “Create a new WhatsApp Business Account.” On a first connect there is nothing to select — do not get into the picker at all unless you already have WABAs on this Business Manager. If Meta offers you an existing WABA and you meant to migrate it instead, stop and use the migration guide.
  5. Add the phone number. Meta prompts for a display name and the number at this point; enter the number from your prerequisites.
  6. Verify the number. Meta sends a 6-digit code to it — you pick the delivery path:
    • SMS — the default; reliable for US/Canada numbers.
    • Voice call — the code is read aloud by an automated call. Outside the US, verification SMS is frequently filtered by carriers, so pick Phone call for international numbers on the first attempt.
  7. The popup closes and Orbit lands you back on the WhatsApp channel settings with the new connection in the list.
Connecting on behalf of a client? The person in the room can add the client contact to their Facebook account or to the client’s Business Manager rather than sharing credentials. If the popup closes without returning — common on Safari and behind corporate SSO — re-trigger from the same page. Meta preserves partial signup state server-side, so the retry usually lands cleanly.

Step 4 — Display name and profile photo

The display name is what recipients see in their chat list, and it is reviewed by Meta before it goes live. The rules:
  • Match the legal name on your incorporation documents, or a trade name registered on the Business Manager with proof. Meta denies a display name that does not match the entity behind the WABA.
  • No generic names (“Support”, “Sales”), no all-caps, no emoji, no special characters beyond . , & ', minimum 3 characters.
  • Changing the display name later re-enters Meta review — another 1–3 business days — so match your documents here rather than fixing it after launch.
The profile photo should be square, at least 640×640 px, PNG or JPG, your logo rather than a person’s face. Both are set at Settings → Channels → WhatsApp → Profile. While the display name is in review you can still send; the placeholder name shows until approval flips it live.

Step 5 — Verify the connection registered

Back on Settings → Channels → WhatsApp, the connection should show:
  • Registration state registered — Meta’s Cloud API accepted the number.
  • A green health badge — the connection is reachable and healthy.
If the state reads not_registered after the popup closed, wait a minute and refresh — Meta’s registration finishes asynchronously. If it is still not_registered after five minutes, the signup run did not complete; re-trigger the connect flow for the same number. Meta preserves the partial state, so the retry consolidates instead of duplicating the account.

Step 6 — Submit your first template

Templates are scoped to the WABA they were submitted on. With a first connection this is the only account, so no scoping choice is needed yet — when you add a second WABA later, the picker scoping described in the multi-WABA guide starts to matter. Submit a utility template:
  1. Open Messages → Templates (/messages/templates) and click New Template.
  2. Choose Utility as the category and the template language.
  3. Write the body with numbered variables and give each variable a realistic sample value — Meta’s reviewer reads the message with samples filled in. For example: Hi {{1}}, your order {{2}} has shipped.
  4. Submit and watch the Templates list for the status to flip to Approved. Most utility templates approve in minutes; plan for up to 24 hours.
The full drafting and rejection-playbook is in Create and approve a template.

Step 7 — Send your first template message

With the connection registered and the template approved, send the first message to a test number you control. Pin the send to the account with waba_id — the value shown on Settings → Channels → WhatsApp — so the habit survives adding a second account later.

cURL

Node SDK

Confirm the send with the delivery webhook on your endpoint:
  • message.delivered — the message landed on the recipient’s device. For a test number with WhatsApp installed, this should arrive within seconds.
  • message.read — the recipient opened it. On the test device, open the chat with read receipts enabled to fire it.
A delivered event at this point closes the loop: the connect, the registration, the template, and the send path are all proven end to end.

Step 8 — Quality rating and messaging tiers

Meta scores every WABA on quality — high, medium, or low — from the signals its recipients generate. Blocks and “report spam” actions push quality down; sustained reads and replies keep it high. The current rating appears on Settings → Channels → WhatsApp as the quality tile, and in Analytics. New WABAs start capped at 250 unique recipients per 24 hours. Meta steps the cap up automatically — 1,000, then 10,000, then 100,000 — when you send to that many distinct recipients in a 7-day window while holding a high or medium quality rating. A low rating freezes progression, and seven consecutive days at low drops the tier. Practical guidance for the first weeks:
  • Send to people who opted in and expect the message. Volume is not the lever; recipient satisfaction is.
  • Park marketing blasts until Business Verification clears and the account has a delivery history. Cold-prompting thousands of numbers on day one is the fastest route to a low rating.
  • Watch the quality tile on the channel settings page if a campaign draws blocks — catch a slide before Meta steps the cap down.

Step 9 — Troubleshoot the first-connect failure modes

Meta’s Cloud API registration for the number did not complete. Re-trigger the connect flow for the same number from Settings → Channels → WhatsApp; the partial signup state is preserved on Meta’s side, so the retry consolidates rather than duplicating. Confirm the connection reads registered before retrying the submit or send.
The name does not match the legal entity on your incorporation documents, or it breaks the formatting rules (generic term, disallowed characters, all-caps). Resubmit with the exact legal name, or register the trade name on the Business Manager with supporting documents and request the display name again.
Most utility templates approve in minutes, but policy backlog can hold a template in review past 24 hours. A template stuck well past a day is usually Meta’s queue, not a submission error — check that the status has not flipped to Rejected on the Templates list, and contact whatsapp-support@devotel.io with the template name and category to escalate.
Cancel the attempt, switch the delivery method in Meta’s dialog from SMS to Phone call, and retry — carriers outside the US frequently filter OTP SMS. If the account has two-step verification enabled, Meta also asks for the PIN set in the WhatsApp app; have it ready before the retry.

Next steps