How to setup a WhatsApp channel?

Jithin

Jithin

Last updated on Sep 15, 2025

You can manage your WhatsApp Business Account conversations directly from Chatwoot. To connect your WhatsApp number, Chatwoot supports two onboarding methods:

  • Embedded Signup (recommended) – a guided flow powered by Meta that auto-configures your number, webhooks, and tokens.

  • Manual Setup – an advanced option for tech providers and cases where Embedded Signup cannot be used.

This guide gives you an overview of both methods, their differences, and links to detailed step-by-step instructions.

Prerequisites

  • A Meta (Facebook) developer or business account

  • A valid phone number (not already tied to another WhatsApp Embedded Signup flow, unless migrating)

  • A Chatwoot workspace with WhatsApp feature enabled

Step 1: Go to Inboxes

  1. Log into your Chatwoot account.

  2. Navigate to Settings β€Ί Inboxes β€Ί Add Inbox.

  3. Choose WhatsApp as the channel.

Step 2: Choose Your Setup Method

When creating a WhatsApp Inbox, you’ll see two options:

Connect with Whatsapp Business (Embedded Signup)

  • Redirects you to Meta’s Embedded Signup flow.

  • You log in with your Facebook account, select or create a WhatsApp Business Account (WABA), and add your phone number.

  • Chatwoot automatically receives the webhook, tokens, and phone number configuration.

Use this option if you are:

  • Adding a new WhatsApp number

  • Looking for the fastest, no-configuration setup

  • Not a tech provider onboarding your own number

Read the full guide on WhatsApp Embedded Signup

Manual Setup

  • You configure everything through the Meta Developer Console.

  • Requires generating tokens, creating a system user, assigning assets, and setting up webhooks manually.

  • You copy/paste the Phone Number ID, Business Account ID, and API key into Chatwoot.

Use this option if you are:

  • A tech provider onboarding your own number

  • Reusing a number that is already linked to Embedded Signup

  • Comfortable working with the Meta Developer dashboard

Read the full guide on Manual Setup