Before you begin
Use an account that can manage the intended WhatsApp Business account and phone number. Complete any phone-ownership verification requested by Meta. This flow does not support onboarding a number still using the WhatsApp Business App; do not assume the same number can be used in both.1
Start the connection
Open the agent’s Connect page and select WhatsApp → Connect. Allow the Meta sign-in window to open.
2
Complete Meta signup
Sign in to the authorized Meta account, choose the intended business account and phone number, and complete the requested verification and permissions. Keep the Jaaxis page open until the flow returns.
3
Check the connected number
Open WhatsApp → Manage. Confirm the business name, phone number, and Connected badge match your intended account.
4
Test customer messages
Send a test message from another WhatsApp account to that number. Open Inbox and confirm the incoming message and agent response. Pause the agent, send a human reply, and verify receipt on the customer side before resuming.