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Tech Providers are businesses that provide WhatsApp messaging services to other businesses. As a Tech Provider, you can do this by using Cloud API directly, or by partnering with a Solution Partner who already offers these services, and who can extend their credit line to your customers.
If you are already a Tech Provider (you've completed all of the steps below) and want to partner with a Solution Partner who you have already identified, or if you are already partnered with a Solution Partner and want to take advantage of a Multi-Partner Solution, follow the instructions in our Multi-Partner Solutions document.
If you want to become a Tech Provider and partner with a Solution Partner, complete steps 1-6 below. Then, identify a compatible Solution Partner in our Solution Partner directory and read our Multi-Partner Solutions document. After you've come to an agreement with your partner, complete the remaining steps below, as appropriate.
If you want to become a Tech Provider but not partner with a Solution Partner, complete all of the steps below.
You must accept our Tech Provider Terms of Service by clicking the Start onboarding button in the App Dashboard > WhatsApp > Quickstart product panel when you add the WhatsApp product to your app (described in a later step).
If you have already added the product to your app and did not accept the terms, you must return to the Quickstart and accept the terms.
The product journey details the steps for Tech Providers who are developers who sign up on the Meta Developer Platform to get direct access to the Cloud API, hosted by Meta on the WhatsApp Business Platform. Tech Providers directly integrate with the Cloud API to build solutions for customers, and whenever required, apply for advanced API permissions to access user data on behalf of their clients.
Below is a diagram showing the onboarding process for you and your end businesses.
Create or use your existing business portfolio to ensure it has all required business details including address, website, email, etc. The portfolio must be owned by someone who can provide appropriate details during the business verification process.
Things to keep in mind:
Go to the My Apps panel and create a new business app and connect it to your business portfolio. Alternatively, you can connect an existing app to your portfolio by loading your app in the App Dashboard and skipping to step 3.
If you create an app and aren't given the option to create a business app immediately, first choose Other > Next.
Choose Business.
Complete the rest of the form. If you are unable to move past this step, try setting the Business portfolio dropdown menu to No business portfolio selected and proceed.
Once the app is created, go into your App under the basic settings tab to update your domains, icon, etc.
Add your privacy policy and terms of service URLs, which will be visible to users onboarding through Embedded Signup. To complete creating the app, select the Messaging category and save all changes.
From your App Dashboard, add the WhatsApp product.
You will then be redirected to select your business portfolio and accept the Facebook Terms for WhatsApp Business and the Meta Hosting Terms for Cloud API.
After accepting the terms and conditions, you will be redirected to the Quickstart panel.
Click Start using the API, which will load the API setup panel.
You will get access to a fully-featured sandbox that includes a test phone number starting with a "555" area code to send and receive messages. You can allowlist up to 5 numbers in the sandbox environment. When adding a real phone number, make sure it's not registered on any other WhatsApp products, otherwise you won’t be able to receive the OTP code.
Important: If you click the Add phone number button and add a real business phone number, after adding it, enable two-step verification. You can do this by going back to the Quickstart panel and clicking Manage phone numbers in the Phone numbers box. This loads the Phone numbers panel in the WhatsApp Manager. From there, locate your phone number, click its settings icon (the gear icon), then click Two-step verification and complete the flow.
Once you have a WhatsApp integration set up, you can start onboarding your customers by selecting the Onboard customers option on the Quickstart page.
Select Start verification in the Provider verification step to apply for Business Verification if you have not already done so, and ensure you have uploaded the required official documents. Please follow the guidelines on domain verification. Your business needs to be verified before using the Embedded Signup flow.
Expand the Integration section. These buttons (for the most part) correspond to setup steps described in our Embed the Signup Flow document, so you can use that document to set up Embedded Signup if you wish.
This button displays your Facebook Login for Business permission configuration, but you likely have not created any yet. To create one, locate and click the Products link on the left side of the App Dashboard and add the Facebook Login for Business product to your app, then follow Step 2: Create a Facebook Login for Business Configuration of our Embed the Signup flow document to create a permission configuration ID for use in the script itself.
If you do not see Facebook Login for Business in the product panel, create a new business app (App Type > Other > Business). Alternatively, you can add the Facebook Login product to your app, but this requires you to use the legacy version of Embedded Signup (version 1), which we do not recommend, as it requires additional permissions and does not support new features such as session logging.
This button displays the Embedded Signup code with several values pre-filled, such as your app ID. Be sure to assign your permission configuration ID to the config_id
property in the script. This is described in Step 3: Set up Facebook Login of the Embed the Signup Flow document.
Also, if you are sharing customer assets with a Solution Partner, be sure to add your solution ID to the extras.setup
object. See Configure Embedded Signup in the Multi-Partner Solutions document.
This button displays the value you have added to the Facebook Login for Business > Allowed domains for the JavaScript SDK field.
Use this button to invite people who are helping you develop and test your app. Avoid admin roles unless absolutely necessary. Once you get advanced access for the permissions your app requires (via App Review, described later), any user can onboard using your Embedded Signup flow.
Complete remaining steps mentioned in the main Embedded Signup doc to embed the flow on to a surface you own.
Once you have set up Embedded Signup, surface somewhere on your website where you can test it. To test Embedded Signup, simulate a customer completing the flow using a test customer's business credentials generated from your own platform. After completing the flow, verify that you are able to access the test customer's WhatsApp Business Account and send messages on its behalf.
If you are able to successfully send messages on behalf of your test customer, click Mark as complete.
Click on Review app settings to review your saved settings and make sure your app icon, Privacy Policy URL, and app category are selected before starting app review. Next, build your prototype. During this phase, you can build your end-to-end product experience. Make sure you adhere to the Meta and WhatsApp terms with regards to user data handling when you build your end-to-end experience prototype.
Once the user has shared their WhatsApp Business Account via Embedded Signup flow, you will have to build the system and infrastructure on your side to complete the integration. Your website can subscribe to webhooks to receive updates on a WhatsApp Business Account of your user.
Our API endpoints are gated by permissions. In order to access a customer's WhatsApp data using a given endpoint, the customer must first grant your app the permission that the endpoint requires.
Permissions that your app needs (which you identify in your configuration) are presented to your customers in the Embedded Signup flow, accompanied by a user-friendly description of what they provide access to. Customers who onboard via Embedded Signup can choose to grant individual permissions to your app.
In order for this to work, your app must undergo App Review and be approved for advanced access for any permissions your app needs.
As part of the review process, you must provide a separate text explanation and video for each permission in your request. Use the guidelines below when creating your explanations and videos.
Note that you must use a different video for each permission in your submission. Submitting the same video for each submission will cause your submission to be rejected.
Permissions | Text Explanation | Video |
---|---|---|
Explain how you will be managing a customer's account. Many Tech-Providers have an API or application that allow customers to manage their account details, message-templates and other whatsapp assets. | Your video must demonstrate how a customer can access your implementation of Embedded Signup and complete the entire onboarding process. | |
Describe how you are using this permission to send messages for your users, through an API or app you built. | Your video must demonstrate a message being sent from your app to a WhatsApp number. It should show your app sending the message, as well as the WhatsApp interface (either web or mobile app) receiving the same message. Please see recommendations here. |
You can start the App Review process in the App Dashboard:
App Dashboard > WhatsApp > Quickstart > Continue Onboarding (button) > Begin App Review (button)
To ensure that only businesses with a legitimate use case can access data belonging to other businesses you must go through the access verification process. You can start Access verification after you’ve applied to advanced permissions on your App. To begin, click Start verification. You can open the full access verification page within our WhatsApp product and quickly return to the onboarding page.
You are able to send messages as templates in a variety of formats, which includes interactive messages.
By default, you can onboard up to 10 new customers in a rolling 7-day window. If you complete Business Verification, App Review, and Access Verification, we will automatically increase your limit to 200 new customers in a rolling 7-day window.
Only customers who are new to the WhatsApp Business Platform count against this limit.
You can check your current limit in the WhatsApp Manager > Partner overview panel. You will be notified by email if you approach this limit.
If you need to onboard more than 200 customers per week, you can apply to become a Meta Business Partner.
You can migrate a customer's business phone number from one WABA to another, and from On-Premises API to Cloud API (or vice-versa):
We welcome your feedback and feature requests as they play a vital role in improving our platform. If you have an idea for a new feature or enhancement that you believe would benefit our Tech Providers, we encourage you to submit a feature request. To do so, follow these steps:
Thank you for being part of our developer community!
To learn how to upgrade to a Tech Partner, see our Upgrade Path to Become a Tech Partner on the WhatsApp Business Platform PDF.