What does it mean to have a WhatsApp Business API number?

If you have used applications like WhatsApp or WhatsApp Business, you will have noticed that each account has an associated phone number. This number is used to send and receive messages. You probably acquired this phone number when you purchased your personal or business phone line. WhatsApp Business API also requires a phone number to send and receive messages. However, WhatsApp Business API does not have a mobile application.
The fact that WhatsApp Business API does not have a mobile application does not mean that you cannot send and reply to messages from your phone or computer. Precisely, Treble.ai, as a WhatsApp Business API tool, enables an entire digital product so that you can interact with your customers.
Since you want to use WhatsApp Business API to send and receive messages, you also need a phone number associated with your WhatsApp Business API account. Given this need, the following scenarios may exist:
  • You want to purchase a new phone line and use it for WhatsApp Business API: This is the simplest case. You can purchase a new phone line and use it for WhatsApp Business API.
  • You want to use an existing WhatsApp line: You or your business (using the traditional WhatsApp application) may have a phone line associated with WhatsApp. In this case, you can use that line for WhatsApp Business API.
  • You want to use an existing WhatsApp Business line: You or your business (using the WhatsApp Business application) may have a phone line associated with WhatsApp Business. In this case, you can use that line for WhatsApp Business API.
  • You have an existing WhatsApp Business API line with another provider: If you already have a phone line associated with WhatsApp Business API, you can migrate that line to Treble.ai.
It is extremely important that you evaluate which scenario best reflects your current situation and understand the implications of each scenario.

Scenario 1: Purchase a new phone line

This is the simplest case. You can approach your phone service provider and purchase a new phone line. This phone line can be a landline or a mobile line. You will not have to do any type of migration of your line or backup of your messages. However, we understand that businesses often already have a phone line known to their customers and prefer not to change. Let’s talk about the next scenario.

Scenario 2: Use an existing WhatsApp or WhatsApp Business line

In this case, you have a phone line associated with WhatsApp or WhatsApp Business. If you want to use that line for WhatsApp Business API, you will have to remove the association of that line with WhatsApp or WhatsApp Business.

Scenario 3: Migrate an existing WhatsApp Business API line

In this case, you have a phone line associated with WhatsApp Business API with another provider. If you want to migrate that line to Treble.ai, you will have to remove the association of that line with the other provider and associate it with Treble.ai.

Choose the scenario that best suits your situation:

Purchase a new phone line

Approach your phone service provider and purchase a new phone line. This phone line can be a landline or a mobile line. In some countries, there is the option to acquire the phone line with a data and/or telephony plan. This is not necessary to use WhatsApp Business API; the line must only have the ability to receive SMS messages or incoming calls when inserted into a phone.

Use an existing WhatsApp or WhatsApp Business line

To use an existing WhatsApp or WhatsApp Business line, we recommend that you follow these steps:
  1. Backup your WhatsApp conversations: If you have an existing WhatsApp or WhatsApp Business line, it is important that you back up your conversations since soon you will delete the association of that line with WhatsApp or WhatsApp Business, therefore you will not be able to access your previous conversations. To backup your WhatsApp conversations:
    1. Access the WhatsApp application.
    2. Go to the settings section.
    3. Select the “Chats” option.
    4. Then, select the “Chat backup” option.
    5. Follow the instructions to backup your conversations.
  2. Disassociate from normal WhatsApp or Business: If you want to use an existing WhatsApp or WhatsApp Business line, you will have to disassociate that line from WhatsApp or WhatsApp Business. To disassociate your phone line from normal WhatsApp or Business, you can follow these steps:
    1. Access the WhatsApp or WhatsApp Business application.
    2. Go to the settings section.
    3. Select the “Account” option.
      It is possible to reverse that the phone line that will be associated with WhatsApp Business API can be returned to normal WhatsApp or Business. However, this is not recommended since the process takes 30 days. Confirm that you want to continue!
    4. Then, select the “Delete my account” option. ⚠️ (Read the warning above)
    5. Follow the instructions to delete your account.

Migrate an existing WhatsApp Business API line

To migrate an existing WhatsApp Business API line, follow these steps:
  1. Enter the Meta Business Suite.

    Meta Business Suite

  2. Look for the WhatsApp Business Manager option by accessing: Settings in the left menu, then look for Accounts and in accounts select the WhatsApp Accounts option.
  3. Click on WhatsApp Business Manager of the WhatsApp account that currently has your line associated.
  4. Click on phone number of the WhatsApp account that currently has your line associated and then click on Settings , of that line.
WhatsApp Manager
  1. Click on the more button and then click on Two-factor verification.
WhatsApp Manager
  1. Click on the remove two-factor authentication button. You will receive an email from Meta with instructions to remove two-factor authentication.
  2. Success! Now you can associate your phone line with Treble.ai.

Prepare the line to receive verification code

An important step is that the phone line you use for WhatsApp Business API has the ability to receive a verification code that Meta will send during the process. For this, we recommend that:
  1. If you have a SIM card, make sure the SIM is inserted in a mobile phone.
  2. If you have a landline, make sure the line has the ability to receive incoming calls.
  3. Try sending a text message or a call to the phone line. If you can receive the message or call, then the line is ready to receive a verification code.

Connect the line to Treble.ai

To connect the line to Treble.ai, follow these steps:
  1. Enter Treble.ai enter the Treble.ai platform through the following URL:

    https://app.treble.ai

  2. Click on Settings in the left menu
  3. Click on WABA Lines
  4. Click on the Connect WABA line button: Choose the option on the left to continue with the process of connecting the line.
WABA Lines A form will appear for you to start the WABA connection process. Click on the Start Journey button and then Start WABA configuration. WABA Lines

Form steps

1

Add business information

Add your business information in the corresponding fields. You will have to fill in information such as your business name, website address, and country.Add a message block
2

Create WhatsApp accounts

Leave the default option that appears in both WhatsApp fields.Add a message block
3

Name of your WABA and account display

In this section, you will find three fields:
  1. Name of your WhatsApp Business account: This is the internal name with which your WhatsApp Business account will be identified. This name will not be seen in the WhatsApp chat. We recommend that you use the name of your business followed by the word “Treble”. Example: “Felipe’s Chocolates - Treble”.
  2. Name to display in the WhatsApp chat: This is the name that will be seen in the WhatsApp chat. We recommend that you use the name of your business. Example: “Felipe’s Chocolates”.
IMPORTANT IN CASE OF MIGRATING AN EXISTING LINE FROM ANOTHER PROVIDER: If you are migrating an existing WhatsApp Business API line from another provider to Treble.ai, the name to display in the WhatsApp chat must be the same as the one you are already using with the other provider. If you do not use the same name, Meta will generate an error and you will not be able to continue with the process of connecting the line.You will be able to change the name to display in the WhatsApp chat after you have managed to connect the line to Treble.ai.
The name to display in the WhatsApp chat must comply with Meta’s policies. To learn more about Meta’s policies, you can visit the following link:

Meta Policies

  1. Category of your business: Choose the category of your business. If you cannot find the category you are looking for, you can select “Professional Services”.
Add a message block
4

Add the phone number

The form will ask you to add a phone number, add the phone number of the phone line that you are going to use for WhatsApp Business API. Select whether you will receive the verification code by SMS or by call.Add a message block
5

Send verification code

Once you have added the phone number, write the verification code that you received on the phone and click on the Send verification code button.
6

Finish configuring your line

Once you have added the phone number with the verification code, Treble will show you this last view where you must choose the phone line that you just configured from a list of options. (If your line is not in the list of options, check the next step). Click on the dropdown to select the phone line that you just configured, and then click on the Connect line to Treble.ai button.Add a message blockAdd a message block
Success! Your phone line has been connected to Treble.ai. You can now return to the Treble.ai platform and start using your WhatsApp Business API number.

My line is not in the list of options of the last step

If your line is not in the list of options of the last step, it means that Meta has not yet accepted the name of your WhatsApp account, also known as Name to display in the WhatsApp chat (Display Name). Treble will show you the following view: Add a message block To be able to finish the process of connecting the line, you must wait for Meta to accept the name of your WhatsApp account. You can stay in this view until Meta accepts the name of your WhatsApp account, and you can click on the Refresh page button to check if the name of your WhatsApp account has been approved. If you want to check the status of the approval of your WhatsApp account name, you can follow these steps:
  1. Enter Meta Business Manager through the following URL:

    https://business.facebook.com/

  2. Look for the WhatsApp Business Manager option by accessing: Settings in the left menu, then look for Accounts and in accounts select the WhatsApp Accounts option.
  3. Click on WhatsApp Business Manager of the WhatsApp account that currently has your line associated.
  4. Meta will show you the phone numbers associated with your WhatsApp account. Look for the phone number that you just configured and verify that below the name of the WhatsApp account (Display Name), there is text that says “Name visible to customers”. Additionally, you will see a box at the top of the screen that will say: Congratulations! Your WhatsApp account name has been approved.
Display Name
  1. If the name of your WhatsApp account is not visible to customers, you must wait for Meta to accept the name of your WhatsApp account. This process can take up to 2 hours. You can check the approval status of your WhatsApp account name by refreshing the Meta Business Manager page.
Display Name
  1. Once Meta has approved the name of your WhatsApp account, you can return to Treble.ai and select your phone line from the list of options.
  2. Click on the dropdown to select the phone line that you want to configure, and then click on the Connect line to Treble.ai button.
Success! By selecting your phone line from the list of options and clicking Connect line to Treble.ai, you have managed to connect your line to Treble.ai.

Configure the profile of your WhatsApp Business API line

To configure the profile of your WhatsApp Business API line, we first recommend that you

clear Treble.ai’s cache

and reload the page. Then follow these steps:
  1. Enter Treble.ai through the following URL:

    https://app.treble.ai

  2. Click on the menu on the left and select Settings
  3. Click on WABA Lines
  4. Click on the Edit button of the line that you are going to configure.
Edit line
  1. Fill in the line fields with the corresponding information. Here you can customize the line name, account name, profile image, and line description.
Success! You have configured the profile of your WhatsApp Business API line.