Prerequisites
- A Meta Business account (business.facebook.com).
- A phone number not currently registered with any WhatsApp app. If it’s in use in the consumer app, you’ll need to deregister it first.
- Permission to manage the business on Meta.
Connect WhatsApp
Sign in with Meta
You’ll be redirected to Meta’s Embedded Signup flow. Sign in and pick the business.
Create or choose a WhatsApp Business Account (WABA)
If this is your first integration, create a WABA. Otherwise pick the existing one.
Verify the phone number
- Enter the phone number to use.
- Receive the SMS/call verification code and enter it.
- Pick a display name (e.g. “Acme Support”). Meta reviews this — usually minutes, sometimes a day.
The 24-hour customer service window
WhatsApp distinguishes between:- Session messages — free-form, sent within 24 hours of the last customer message. No restrictions.
- Template messages — required for anything outside that window. Must be pre-approved by Meta.
Message templates
A template is a pre-approved message with optional placeholders. Examples: appointment reminder, order-shipped update, re-engagement.Creating a template
- Settings → WhatsApp templates → New template.
- Pick a category (utility / marketing / authentication).
- Write the body with
{{1}},{{2}}placeholders for dynamic parts. - Submit for Meta approval.
Sending a template
In a conversation outside the 24-hour window, the composer will automatically switch to template mode. Pick one, fill variables, send.What the AI does
The AI agent replies within the 24-hour window like on any other channel. Outside the window, it cannot reply (no free-form allowed) — your flow should handle re-engagement via templates if needed.Multiple numbers
You can connect several numbers to the same workspace — each is a separate WhatsApp channel with its own phone and its own default agent.Disconnecting
Integrations → WhatsApp → Disconnect unlinks the WABA in your Keloa workspace. The number itself stays registered with Meta — deregister it from Meta if you want to move it elsewhere.Troubleshooting
| Issue | Fix |
|---|---|
| Verification SMS never arrives | Try the voice-call option. Some carriers block 6-digit SMS codes. |
| ”Phone number already registered” | Number is in use in the WhatsApp consumer app. Deregister it in WhatsApp settings → Account → Delete account → two-factor PIN. |
| Template rejected | Read the rejection reason. Usually promotional content in a utility template, or missing opt-in. |
| Messages sent but not received | Check the display name has been approved. Customers can still message you before approval, but outbound from business is gated. |