WhatsApp Number
You are in the final step to connect your WhatsApp number to Treble.ai. Here we explain how to prepare the phone number that you will use for your WhatsApp Business API.
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
Learn how to connect a new phone line.
Use an existing WhatsApp or WhatsApp Business line
Learn how to use an existing WhatsApp or WhatsApp Business line.
Migrate an existing WhatsApp Business API line
Learn how to migrate an existing WhatsApp Business API line.
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.
Prepare the line to receive verification code
Use an existing WhatsApp or WhatsApp Business line
To use an existing WhatsApp or WhatsApp Business line, we recommend that you follow these steps:
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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:
- Access the WhatsApp application.
- Go to the settings section.
- Select the “Chats” option.
- Then, select the “Chat backup” option.
- Follow the instructions to backup your conversations.
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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:
- Access the WhatsApp or WhatsApp Business application.
- Go to the settings section.
- 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!
- Then, select the “Delete my account” option. ⚠️ (Read the warning above)
- Follow the instructions to delete your account.
Prepare the line to receive verification code
Migrate an existing WhatsApp Business API line
To migrate an existing WhatsApp Business API line, follow these steps:
- Enter the Meta Business Suite.
Meta Business Suite
- 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.
- Click on WhatsApp Business Manager of the WhatsApp account that currently has your line associated.
- Click on phone number of the WhatsApp account that currently has your line associated and then click on Settings , of that line.
- Click on the more button and then click on Two-factor verification.
- Click on the remove two-factor authentication button. You will receive an email from Meta with instructions to remove two-factor authentication.
- Success! Now you can associate your phone line with Treble.ai.
Prepare the line to receive verification code
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:
- If you have a SIM card, make sure the SIM is inserted in a mobile phone.
- If you have a landline, make sure the line has the ability to receive incoming calls.
- 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:
- Enter Treble.ai enter the Treble.ai platform through the following URL:
- Click on Settings in the left menu
- Click on WABA Lines
- Click on the Connect WABA line button: Choose the option on the left to continue with the process of connecting the line.
A form will appear for you to start the WABA connection process. Click on the Start Journey button and then Start WABA configuration.
Form steps
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.
Create WhatsApp accounts
Leave the default option that appears in the two fields in the two WhatsApp fields.
Name of your WABA and account display
In this section, you will find three fields:
- 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”.
- 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
- 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 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.
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.
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 Deploy now button.
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). To solve this problem, you must wait for Meta to accept the name of your WhatsApp account. To do this, you can follow these steps:
- IMPORTANT: You must now close the Treble.ai tab, we will come back to it later.
- Enter Meta Business Manager through the following URL:
- 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.
- Click on WhatsApp Business Manager of the WhatsApp account that currently has your line associated.
- 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.
- 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.
- 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.
- Logout from Treble.ai, return to the page to log in again, and before logging in, make sure you have cleared the Treble.ai cache
How to clear a site’s cache
. Log in after clearing the cache and the view where it shows you the phone lines will appear again. Select the phone line that you just configured and click on the Deploy now button.
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
- Enter Treble.ai through the following URL:
- Click on the menu on the left and select Settings
- Click on WABA Lines
- Click on the Edit button of the line that you are going to configure.
- Fill in the line fields with the corresponding information. Here you can customize the line name, account name, profile image, and line description.
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