The Rook

Command Palette

Search for a command to run...

Quickstart

The whole path from signing up to a live conversation, on one page.

The condensed version for people who have done Meta setup before. Each step links to the detailed guide if you get stuck.

Budget about an hour

Most of it is Meta's side. The app itself takes five minutes.

Create your account

Sign up, then click the link in the confirmation email. Sending stays locked until you do. → Create your account

Create a Meta Business Manager, turn on 2FA

business.facebook.com. Two-factor authentication is required before you can create a system user later. Start business verification now — it runs in the background. → Meta Business Manager

Create an app and a WABA, add your number

developers.facebook.com → create a Business app → add the WhatsApp product → create a WhatsApp Business Account → add and verify your phone number. The number must not currently be on WhatsApp. → Create your WABA and add a phone number

Submit a display name

Use your real business name, not a category word. → Display name approval

Create a system user and generate a token

Business Settings → Users → System users → Add. Assign both the app and the WABA as assets. Generate a token with expiry Never and the whatsapp_business_messaging + whatsapp_business_management permissions. Copy it — it is shown once. → System-user access token

Connect it in the app

Settings → Connections → Add connection. Paste the token and the WABA ID, then click Find numbers and pick your number. → Connecting WhatsApp

Test it

Message your business number from a personal phone, then reply from the inbox. → Verify and send your first message

Open the setup wizard

The values you will need

ValueWhere it lives
System-user tokenBusiness Settings → Users → System users
WABA IDBusiness Settings → Accounts → WhatsApp accounts
Phone numberNothing to copy: the wizard lists your numbers and you pick one

Use the WABA ID, not the phone number and not the Business ID. See the overview if those are easy to mix up.

Last updated Something unclear? Tell us