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6. Move a Quick setup inbox to manual setup

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harishmita

harishmita

Last updated on Oct 12, 2026

Reconnect an inbox created with Quick setup so it uses your own Meta app instead. Your inbox, conversations and settings stay as they are.

When you would do this

Chatwoot shows a Manual setup recommended banner on the inbox when Meta restrictions on the shared Quick setup app could affect it. Connecting through your own Meta app protects the inbox from those restrictions.

Plan & access

  • Chatwoot Cloud Pricing & Plans, administrators only.

  • Available when the Manual setup recommended banner appears in the inbox settings. The banner is not a setting you can switch on: it appears for Quick setup (Embedded Signup) WhatsApp Cloud inboxes once your account has been given access, the number is not using Coexistence, and the connection has no authorization error. Contact support to have your inbox assessed.

  • Not for Coexistence numbers. If your number is also used in the WhatsApp Business app, contact support before doing anything.

What changes and what stays

Stays the same Is updated
Conversations, contacts, collaborators, routing, business hours, CSAT and bot settings, and the customer-facing phone number WhatsApp Business Account ID, Phone Number ID and access token

The webhook for your own Meta app is not set up automatically. Contact support before you start, so the webhook is set up for your Meta app before you move the inbox. After the move, test it as described in Check it worked

Before you start

Get your Meta app, Phone Number ID, WhatsApp Business Account ID and permanent access token ready. Follow steps 2 to 4 in Connect with WhatsApp Cloud API (manual setup).

Your token must include whatsapp_business_messaging. Add whatsapp_business_management too, or templates will not sync.

Move the inbox

  1. Go to Settings › Inboxes and open the WhatsApp inbox.

  2. On the Manual setup recommended banner, click Start manual migration.

  3. Before you start: read what will be kept and updated, then continue.

  4. Business details: enter the WABA ID and Phone Number ID. The Display phone number is shown for reference and cannot change.

  5. Access token: paste your permanent access token.

  6. Review migration: check the details and click Reconnect WhatsApp inbox.

Chatwoot checks your token, account and number with Meta before changing anything. If a check fails, the inbox keeps its current connection.

Check it worked

  • A new customer message arrives in the inbox

  • A reply from Chatwoot arrives on the customer's phone

  • You can send a template

  • Sync Templates in the Configuration tab brings in your templates