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Connect with Quick setup with Meta

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harishmita

harishmita

Last updated on Oct 14, 2026

Quick setup with Meta (also called Embedded Signup) connects your number through a Meta window. Chatwoot sets up the webhook, token and phone number for you.

Plan & access

  • Chatwoot Cloud only. Included from the Startups plan. During the free trial, click Request access, describe how you will use WhatsApp, and click Submit to turn it on. WhatsApp is not available on the free Hacker plan. See Pricing & Plans.

  • Administrators only.

Before you start

  • Sign in to Facebook with an account that is an admin of the right Meta business portfolio.

  • Allow pop-ups for Chatwoot and Facebook.

  • Keeping the WhatsApp Business app (Coexistence): update the app to the latest version and keep the phone online. Coexistence works with the WhatsApp Business app, not the personal WhatsApp app. Meta decides which numbers are eligible.

Connect your number

  1. Go to Settings › Inboxes › Add Inbox › WhatsApp and choose WhatsApp Cloud.

  2. Click Connect with WhatsApp Business. A Meta window opens.

  3. In the Meta window, sign in, then choose or create your business portfolio and WhatsApp Business Account.

  4. Choose your number:

    • A new number: enter it and verify it with the code Meta sends by SMS or voice call.

    • A number in the WhatsApp Business app (Coexistence): choose to connect your existing app, then:

      1. Copy the verification code shown in the Meta window.

      2. On your phone, open the message from Facebook Business, tap Connect, then Connect to the Business Platform.

      3. Tap Confirm and choose whether to share your chat history.

      4. Enter the copied code in the app, then finish the steps in the Meta window.

  5. When you see WhatsApp Business Account Connected!, add the agents who should answer this inbox.

Test it: send a WhatsApp message to your business number from another phone. It should appear as a new conversation. Reply from Chatwoot and check it arrives. With Coexistence, also check the app on your phone still works.

What happens next

  • Templates approved in your WhatsApp Business Account sync to Chatwoot automatically. See Templates and the 24-hour window.

  • Calling: if calling is available on your plan, Chatwoot tries to turn it on during setup. If your number is not enrolled with Meta's Calling API, the inbox is still created and you can turn calling on later. See WhatsApp calling.

  • Chat history (Coexistence): Meta syncs history only within 24 hours of connecting. Keep the app open with a stable connection. Large histories take longer.

  • Meta reviews: Meta may ask you to verify your business (upload documents) and will review your display name. Track both in Account Health. See Manage your WhatsApp number.

If Quick setup is unavailable

Sometimes Meta restricts Quick setup for all providers. Chatwoot then shows a notice on the setup screen. During that time:

Something went wrong?

See Connecting in Troubleshoot WhatsApp. It covers every Meta error code you may see during this flow.