Omni-Gateway & Channel Connectivity

WhatsApp Business & Multi-Channel Messaging

Connect your official WhatsApp Business number to automate conversations, deploy 24/7 AI agents, and send interactive templates.

The WhatsApp Cloud API integration connects your official WhatsApp Business account directly to orbionagents. Once connected, your platform automatically powers 24/7 AI agent replies, triggers visual automation flows, and broadcasts pre-approved interactive message templates with quick-reply buttons — all managed seamlessly in one unified console without expensive third-party tools.

Official Setup Video WalkthroughClick Expand for Theater Mode

TutorialConnecting WhatsApp Business via Meta Cloud API

1:03 min walkthrough

HD 1080p

Official end-to-end video walkthrough demonstrating 1-click WhatsApp connection using Meta Facebook Login for Business embedded onboarding.

Why use it?

Core Capabilities & Value

Purpose-built operational advantages engineered for high-throughput teams.

1

24/7 Autonomous AI Agent Reply

Instant 24/7 AI Answers

Your AI agent instantly understands customer questions, references your business knowledge base, and replies in natural language — resolving inquiries, capturing leads, and booking appointments 24/7.

2

Visual Automation Flows & Triggers

No-Code Automated Flows

Design custom automation journeys that trigger automatically when customers message. Collect contact details, assign tags, send scheduled follow-ups, and route complex chats to team members.

3

Interactive WhatsApp Message Templates

Rich Media & Quick Buttons

Send pre-approved Meta message templates for welcome notifications, order updates, reminders, and marketing broadcasts featuring interactive quick-reply buttons and clickable links.

4

Direct Official Meta Connection

Zero Middleman Fees

Connect directly to WhatsApp through Meta's official Cloud API. Enjoy the lowest messaging costs with zero broker markups, maximum delivery speed, and official WhatsApp verified branding.

Mandatory PrerequisitesStrict Meta Policy

WhatsApp Connect Rules & Requirements

Review these essential requirements before connecting your business number to ensure seamless Meta verification.

3 Golden Rules

RULE 01

Mandatory Requirement

New WhatsApp Number

A fresh, dedicated phone number with active SMS or voice capability to receive the 6-digit OTP verification code. This number must not be currently active on any personal WhatsApp or WhatsApp Business mobile app.

•Meta Cloud API requires sole ownership of the phone number. Landline or mobile numbers are both supported as long as they can receive verification calls or text messages.

RULE 02

Meta Authentication

Facebook Account Mandatory

An active Facebook personal profile is strictly required to authenticate into Meta Business Manager and complete the Facebook Login for Business onboarding modal.

•Your Facebook profile must have administrator rights or permission to create and manage the designated Meta Business Portfolio.

RULE 03

Critical Action

Already Existing Number? Delete WhatsApp Account First

If your phone number is currently active on personal WhatsApp or WhatsApp Business app on your mobile phone, you MUST delete the WhatsApp account from the mobile app settings before connecting.

•Open WhatsApp on mobile > Settings > Account > Delete my account. Once deleted, the number is freed up for Meta Cloud API registration. Make sure to back up any personal chat histories before deletion.

Configuration & Guided Setup

Step-by-Step WhatsApp Onboarding Guide

Follow these video-verified steps to authenticate with Meta and activate your WhatsApp Cloud API integration.

7 Video-Verified Steps

Channels Dashboard — Click "Connect >" on the WhatsApp Business Meta Cloud API card.

STEP 011-Click Initiation

Channels Console & Initiate Connection

In your dashboard, navigate to Channels & Integration. Locate the "WhatsApp Business (Meta Cloud API)" card and click the "Connect >" button to initiate Meta Embedded Signup.

Key Actions on Screen:

Channels DashboardWhatsApp Business cardConnect button

STEP 02Meta OIDC Auth

Meta Facebook Login for Business Window

A secure popup window from Meta (Facebook Login for Business) opens displaying "Seamlessly connect your account to orbionagents". Review permissions and click "Continue" to authorize the integration.

Key Actions on Screen:

Facebook Login ModalPermissions OverviewContinue Button

Meta Facebook Login for Business modal — Review terms and click "Continue".

Asset Selection — Select your Business Portfolio and WhatsApp Business Account.

STEP 03Portfolio Binding

Select or Create Meta Business Portfolio

Choose an existing Meta Business Portfolio or select "Create a business portfolio". Then select or create your WhatsApp Business Account and click "Next".

Key Actions on Screen:

Business portfolio dropdownWhatsApp Business account dropdownNext button

STEP 04Profile Setup

Enter Business Profile Information

Enter your business profile details: Business Name, Official Email, Category (e.g. Professional services), Country (e.g. India), Website, and Time Zone (GMT+05:30 Asia/Kolkata), then click "Next".

Key Actions on Screen:

Business NameCategory selectorCountry & TimezoneNext button

Business Info Form — Fill in Name, Email, Category, Country, and Timezone.

Phone Registration — Input WhatsApp Display Name, Phone Number, and verification method.

STEP 05Dedicated Number

Add WhatsApp Phone Number & Display Name

Provide your WhatsApp Business Display Name (adhering to Meta guidelines). Select country code (e.g. IN +91), enter your dedicated phone number, choose OTP verification method (Text message or Phone call), and click "Next".

Key Actions on Screen:

Display Name inputCountry code selectorPhone number inputText/Call verification radio

STEP 06Instant Verification

Verify Phone Number via 6-Digit Code

Check your mobile device for the 6-digit verification code sent by Meta via SMS or voice call. Enter the 6 digits into the verification input fields to confirm number ownership.

Key Actions on Screen:

6-Digit OTP inputsResend code linkCode sent notification

OTP Verification — Enter the 6-digit confirmation code received on your phone.

Connection Completed — Confirmation screen displaying account connected to orbionagents.

STEP 07Meta Compliant

Finalize Permissions & Compliance Review

The modal confirms "Your account is connected to orbionagents". Meta performs a brief compliance review against the WhatsApp Business Messaging Policy. Optionally add a payment method or click "Finish".

Key Actions on Screen:

Success ConfirmationPolicy Compliance noticeFinish button

Live Verification & State AuditStatus: Active

WhatsApp Business & Multi-Channel Messaging Active Channel Status — Verified active status in Channels Console for WhatsApp Business & Multi-Channel Messaging.

Result & Verification

Active Integration & Expected Outcome

What to verify in your console after completing setup.

Active Features & Capabilities:Your official WhatsApp Business number is connected and active. Incoming customer messages automatically route to your 24/7 AI agent, trigger visual automation flows, and enable interactive template messaging.

Verification Checklist:

Channels dashboard displays a green "✓ Connected" status badge.

AI Agent replies conversationally to incoming customer WhatsApp Business & Multi-Channel Messaging messages 24/7.

Automated workflows and interactive message templates trigger instantly.

FAQ & Troubleshooting

Feature Troubleshooting & Common Questions

Clear answers and solutions to common questions when connecting and managing WhatsApp Business & Multi-Channel Messaging.

Why didn't I receive the 6-digit OTP verification code on my phone?

Answer: Ensure your phone number has active mobile network coverage and can receive SMS or voice calls. If SMS does not arrive within 60 seconds, choose the "Phone call" option to receive the OTP via an automated voice call. Also confirm the number is not currently registered on a personal WhatsApp or WhatsApp Business mobile app.

Can I connect my existing personal or business WhatsApp number?

Answer: Yes! However, you must first delete your WhatsApp account from your mobile phone app (Open WhatsApp > Settings > Account > Delete my account) before connecting. Once deleted, the number is freed up for Meta Cloud API registration. Be sure to back up important chat history before deleting.

How does the AI Agent know how to reply to my customers?

Answer: Your AI agent automatically references your business knowledge base, uploaded product catalogs, FAQs, and workspace documents. You can customize the agent's prompt, tone of voice, and answering guidelines anytime in the AI Agent Settings.

Why are automated message templates not reaching customers?

Answer: WhatsApp requires business-initiated messages sent outside the 24-hour customer window to use pre-approved Meta message templates. Check your Templates tab in the admin dashboard to confirm your template is approved by Meta with an active status.

Do I need to keep my computer or phone turned on for AI agent replies?

Answer: No. Orbion Agents operates 24/7 on high-availability cloud servers. Once connected, your AI agents and automated flows reply to customer inquiries instantly around the clock, even when your computer or phone is turned off.