Connect WhatsApp
Set up the WhatsApp Business API in Cloodot with your Meta Business account.
Connect your WhatsApp Business account through the WhatsApp Business API. You'll need a Meta Business account and a payment method in Meta Business Suite.
Before you start
You'll need:
- A Meta Business account (formerly Facebook Business)
- A WhatsApp Business account linked to your Meta Business account
- A payment method added in Meta Business Suite (required by the WhatsApp Business API)
- Admin access to the Meta Business account
- For Coexistence Mode: your number active on the WhatsApp Business App for at least 7 days
The WhatsApp Business API requires a payment method in Meta Business Suite. This is Meta's requirement, not Cloodot's — you'll need to add one before you can send messages.
Already using WhatsApp Business with another provider? You don't need a new number — see Migrate a WhatsApp Number to Cloodot to move it over with no downtime.
Two connection paths
Cloodot picks the flow automatically, based on whether your number is already on the API:
- New number — Set a 6-digit PIN and register the number.
- Coexistence Mode — Your number already runs on the API and stays on the WhatsApp Business App. PIN step is skipped.
Connect WhatsApp
Open the Channel Connection Wizard
Start from one of two places.
From the inbox (no channels connected yet)
- Open Inbox or Conversations
- Under "No channels connected", click Connect WhatsApp (green icon)
From Settings
- Go to Settings → Organization → Channels
- Click Add Channel or the + button
- Select WhatsApp
Authorize your Facebook account
- Click Login with Facebook
- Facebook opens its sign-in page
- Sign in with the Facebook account that manages your WhatsApp Business account
- Grant the requested WhatsApp Business management permissions
Sign in with the Facebook account that has admin access to both your Meta Business account and your WhatsApp Business account.
Select your WhatsApp Business Account
If you manage more than one WABA, pick the one to connect.
Register your phone number
The next step depends on whether your number is already on the API.
New number
If the number hasn't been registered yet:
- Enter a 6-digit PIN:
- If two-step verification is already set up, enter your existing PIN
- If not, enter a new PIN to set up two-step verification
- Click Verify PIN
Cloodot verifies the PIN and sends you to payment setup.
Keep the PIN somewhere safe — you'll need it to disconnect and reconnect.
Number already on the API (Coexistence Mode)
If the number is already registered:
- Pick the number from the list of eligible numbers
- Review any Coexistence Mode warnings
- Click Connect Selected Number
The PIN step is skipped and you go straight to payment setup.
Eligible numbers must:
- Have been active on the WhatsApp Business App for at least 7 days
- Have Coexistence Mode enabled
- Be configured for Cloud API
Coexistence Mode lets the same number run on the WhatsApp Business App and the WhatsApp Business API at the same time.
Add a payment method
The WhatsApp Business API uses conversation-based pricing, so a payment method is required.
- Click Open Payment Settings — Meta Business Suite opens in a new tab
- Add a credit or debit card (or another method Meta supports)
- Follow Meta's prompts to finish
- Return to Cloodot and click Continue
Without a payment method in Meta Business Suite, WhatsApp Business API messaging won't work. This is Meta's requirement.
You're connected
A success message confirms the connection, and the WhatsApp channel appears in your channels list. Start sending and receiving WhatsApp messages right away.
Success
Your WhatsApp account is connected. Manage WhatsApp conversations from Cloodot.
After connecting
You can:
- Send and receive WhatsApp messages in your Cloodot inbox
- Use WhatsApp templates for outbound messaging
- Sync product catalogues from Meta Commerce Manager
- Monitor quality and status on the WhatsApp Health dashboard
- Track conversation costs and usage
- Use AI-powered responses
Managing the WhatsApp channel
View WhatsApp conversations
WhatsApp messages appear in your unified inbox. You can:
- Filter by channel to see only WhatsApp messages
- Search WhatsApp conversation history
- View customer profiles and conversation context
- See message delivery status
What the API supports
- Template messages — Send pre-approved templates
- Conversation pricing — Pay per conversation at Meta's rates
- Rich media — Images, videos, documents, and more
- Read receipts — See when messages are delivered and read
Disconnect WhatsApp
- Go to Channel Settings
- Find your WhatsApp channel
- Click Disconnect and confirm
Disconnecting stops new WhatsApp messages and deletes the conversation history.
Reconnect WhatsApp
Run through the steps again any time. You'll need your PIN if you originally used the new-number flow.
Billing, Coexistence Mode, and PIN
Billing
- A payment method in Meta Business Suite is required
- You're charged per conversation at Meta's rates
- Billing runs through Meta Business Suite, not Cloodot
Coexistence Mode
- Runs one number on the WhatsApp Business App and the API at the same time
- Requires 7 days of activity on the Business App
- Skips re-registering the number
- Some features may be limited in this mode
PIN safety
- Store the PIN securely — you'll need it to reconnect
- Two-step verification is required by the WhatsApp Business API
- Lost your PIN? Contact Meta support to recover it
Troubleshooting
"Failed to verify PIN"
- Use your existing two-step verification PIN, or set a new one
- Enter all 6 digits carefully
- Wait a few minutes and try again
"No eligible phone numbers found" (Coexistence Mode)
- Confirm the number has been active on the WhatsApp Business App for at least 7 days
- Confirm Coexistence Mode is enabled in Meta Business Suite
- Confirm the number is configured for Cloud API
- Contact Meta support if you need Coexistence Mode enabled
"Payment method required"
- Add a payment method in Meta Business Suite
- Confirm the method is valid and active
- Confirm Meta accepts the payment type
- Confirm billing is enabled on your Meta Business account
"WhatsApp Business Account not found"
- Confirm the WABA is linked to your Meta Business account
- Confirm you have admin access to the Meta Business account
- Confirm the WABA is active
- Re-authorize your Facebook account and try again
Messages aren't sending
- Verify the payment method is set up and valid
- Confirm the WABA is active
- Use an approved template when required
- Check Meta Business Suite for account restrictions
- Confirm the number is properly registered
Authorization issues
- Clear your browser cache and cookies
- Try a different browser
- Check your internet connection
- Disable pop-up blockers for the auth window
- Confirm admin access to the Meta Business account
Tips
Handling WhatsApp conversations
- Reply quickly — WhatsApp users expect fast responses
- Use templates — Approved templates unlock outbound messaging
- Stay on-brand — Keep your professional voice
- Track costs — Watch conversation spend in Meta Business Suite
- Use AI assists — Let Cloodot's AI draft responses
Managing payments
- Watch your conversation volume
- Set spending limits in Meta Business Suite if needed
- Review billing in Meta Business Suite regularly
Next steps
- Set up WhatsApp templates for outbound campaigns
- Sync product catalogues from Meta Commerce Manager
- Monitor number health to protect your quality rating
- Connect Instagram for Instagram DMs
- Connect Facebook for Messenger
- Configure workspace settings
Need help? See the troubleshooting guide or contact support.