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WhatsApp Business App setup

Keep your number. Bring Echo into the conversation.

Connect an eligible number you already use in the WhatsApp Business mobile app. Meta Coexistence lets the app and Echo work with the same number.

Meta occasionally changes labels and screen layout. Follow the intent of each step if the wording in your window differs slightly.

Start in Echo

Choose the route that preserves access to your existing mobile app.

  1. Open WhatsApp settings

    In Echo, open Settings, choose WhatsApp, then select Add connection. You will arrive at the connection options shown here.

    Echo WhatsApp settings showing the Add connection button and an empty connections list
    Start from Settings → WhatsApp in Echo.
  2. Choose WhatsApp Business App

    Select Use WhatsApp Business App. This starts Meta Coexistence, which keeps an eligible number available in the WhatsApp Business mobile app while Echo uses it too.

    Echo connection choices with Use WhatsApp Business App highlighted above the Cloud API option
    Choose the Business App option for an existing mobile-app number.

Complete setup with Meta

Meta verifies ownership and asks which business assets Echo may use.

  1. Log in to Facebook

    A Meta window opens. Log in with the Facebook account that can manage the business and its WhatsApp assets. Echo never receives your Facebook password.

    Facebook login window opened over the Echo WhatsApp settings page
    Use an account with access to the correct Meta business portfolio.
  2. Continue the Meta onboarding

    Review Meta’s introduction and terms. Meta may show NextRound Moment+ as the partner name for Echo in this window. Select Continue when the details are correct.

    Meta onboarding introduction with Cancel and Continue buttons
    Meta explains the access Echo uses behind Coexistence.
  3. Select your business assets

    Choose the business portfolio that owns the number, then select the option that connects your existing WhatsApp Business App account.

    Choose “Connect a WhatsApp Business app.” Creating a Cloud API-only account will not keep this number available in the mobile app.

    Meta business asset selector listing Create an account, Connect a WhatsApp Business app, and an existing account
    Select the business portfolio and the Business App connection option.
  4. Complete your business profile

    Confirm the business name, country, and website. These details belong to your Meta business profile, so use accurate customer-facing information.

    Meta form requesting business name, country, and website
    Review every field before continuing.
  5. Add and verify your existing number

    Choose Use a new or existing WhatsApp number, select the number you use in the Business app, and follow Meta’s text-message or phone-call verification.

    Meta form for selecting an existing WhatsApp number and choosing text message or phone call verification
    Keep the phone nearby in case Meta asks for a verification code.
  6. Confirm the requested permissions

    Review the business and WhatsApp account being shared. Confirm only when both belong to the workspace you intend to connect.

    Meta permission review showing business and WhatsApp Business account access before confirmation
    The permissions let Echo manage the selected WhatsApp account and conversations.

Finish in Echo

Let Meta hand the approved number back to Echo, then make it ready for customers.

  1. Finish and return to Echo

    Select Finish in Meta. Meta may use the same NextRound Moment+ partner name on this confirmation screen. Return to Echo and leave the page open while the selected number is finalized. The connection will appear in WhatsApp settings when it is ready.

    Meta confirmation that the WhatsApp account is connected, with a Finish button
    Finish closes the Meta flow and lets Echo complete the connection.

Assign the number to a mission

Open Manage beside the new connection, select the mission that should answer this number, and save the assignment.

Make the mission Live

A Draft, Testing, Paused, or Archived mission will not send automatic replies. Review it, then change its status to Live.

When setup pauses

Get the flow moving again.

Meta signup can be safely restarted. Echo does not add a connection until Meta completes the flow.

No Meta window opened

Allow popups for Echo, then choose Use WhatsApp Business App again.

Signup was cancelled

Return to Echo and restart the flow. No connection changes are made when Meta signup does not finish.

You cannot see the business or number

Ask a Meta business administrator to grant your Facebook account access to the correct portfolio and WhatsApp account.

Meta says the number is not eligible

Confirm the number is active in the WhatsApp Business app and that Meta offers the Business App connection option for it. Do not migrate it to Cloud API just to continue this guide.

Echo is still connecting

Wait a few minutes, then refresh WhatsApp settings. If it still has not completed, restart signup and check that the same business and number were selected.

Ready to connect?

Start in Echo. We’ll guide the handoff.

Open WhatsApp settings