Overview

This guide walks you through the four steps required to set up your WhatsApp Business API account through Twilio and Connectly.

Step 1: Fill out the onboarding questionnaire

Complete a brief onboarding form (approximately 1 minute). We will then set up your Connectly unified inbox and share your login credentials.

Step 2: Verify your business on Facebook

Facebook requires all companies to verify their identity in order to maintain a healthy WhatsApp ecosystem.

1. Go to Business Manager Settings → Security Center
2. Click Start Verification
3. Complete the business verification process (5–10 minutes to complete; allow 7–14 business days for Facebook to review)

For detailed instructions, see Verify your business on Facebook.

Step 3: Approve Twilio on Facebook Business Manager

This step grants Connectly permission to set up your account to use WhatsApp via the Twilio APIs.

1. Go to Business Manager Settings → Received requests
2. Approve Twilio to message on your behalf (less than one minute)

Step 4: Accept WhatsApp Terms of Service

1. Sign the WhatsApp Terms of Service
2. Complete the acknowledgment form
3. List Connectly as the ISV, SI, or Third Party Vendor