Client onboarding guide

WhatsApp onboarding,
fast-track, own number.

Your Meta Business Portfolio is already verified and you are using your own existing phone number — so you can skip straight to the WhatsApp setup. This guide walks you through creating your WhatsApp Business Account and connecting Enchat as your messaging partner. Total time: around 20 minutes.

Onboarding support
Your dedicated onboarding team is standing by.
Email onboarding@enchat.co.uk for help at any step.
enchat.co.uk
Version 1.0
Disclaimer — who this guide is forThis guide is intended for clients using their own existing phone number for WhatsApp. If Enchat is providing a new number for you, the onboarding process finishes here — our team handles every step on your behalf, and we will contact you once your WhatsApp is live. No further action is required on your side.
Overview

What you're setting up, and why

You already have a verified Meta Business Portfolio, which is the hardest part. The remaining work is: creating a WhatsApp Business Account inside your portfolio, attaching a phone number to it, and granting Enchat permission to send and receive messages on that number.

This guide is for you if…Your Meta Business Portfolio is already verified (green tick in Security Centre) and you are using your own existing phone number for WhatsApp. If your portfolio isn't verified yet, use Guide A — Starting from scratch instead. If Enchat is providing you with a new phone number, you don't need this guide at all — our onboarding team will handle the whole setup on your behalf.
Pre-flight check

Confirm your verified status

A 60-second sanity check before we move on.

1

Check your verification status

In Meta Business Suite, go to Settings → Security Centre. You should see Business Verification: Verified with a green tick. If you see Verification Pending or Not Verified, switch to Guide A.

↗ Meta Security Centre
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WhatsApp integration

Set up WhatsApp and connect Enchat

Roughly 20 minutes. Follow these steps in order using your own phone number.

Reminder — own-number guideThis guide assumes you are using your own existing phone number. If Enchat is providing a new number for you instead, stop here — our onboarding team handles every step below on your behalf and will contact you once your WhatsApp is live.
1

Open the WhatsApp section of your Business Portfolio

Inside Meta Business Suite, open Settings → Business assets. In the left sidebar, find WhatsApp accounts. If you do not yet have a WhatsApp Business Account (WABA), click Add to create one.

↗ Meta Business Suite Settings
2

Create your WhatsApp Business Account

Click Create a WhatsApp account. Give the account the legal name of your business. This is the name that will appear to your customers when they message you on WhatsApp — get it right first time, it is painful to change later.

ImportantYour WABA business name must match the name on your Meta Business Portfolio exactly, otherwise Meta's review will fail.
3

Add your phone number

Every WhatsApp Business Account needs one phone number to route messages through. This becomes the number your customers message on WhatsApp. Enter your number in the WhatsApp account settings. It must not already be active on a personal WhatsApp or another WhatsApp Business account — if it is, deactivate it there first or use a different number. A landline or mobile both work.

4

Verify the phone number

Meta will send a 6-digit code to your number, either by SMS or voice call. Enter the code in the Meta verification prompt.

NoteVerification codes expire in 10 minutes. If yours expires, click Resend code and try again — there is no limit on retries. If SMS delivery is patchy (common for UK landlines), switch to the voice call option instead.
5

Add Enchat as a Business Solution Partner on your WABA

In the WhatsApp account settings, open the Partners or People & partners tab. Click Add partner → Add partner using Business ID and enter our Business ID: 957477320190058.

  • Grant Enchat full control of WhatsApp Business Account messaging permissions.
  • Grant Enchat view access to WhatsApp Business Account analytics.
  • Do not grant any payment or billing permissions — those stay with you.
TipOur Business ID will be sent to you by your onboarding manager. If you have not received it, email onboarding@enchat.co.uk before completing this step.
6

Confirm the connection

Once Enchat's Business ID has been added as a partner, a confirmation message will appear in Meta Business Suite. You will also receive an email confirmation from Meta. Forward this email to your Enchat onboarding manager — we use it to verify that the partner link is live on our side.

7

Hand over to Enchat

That's it from your side. Our onboarding team will now:

  • Provision the WhatsApp Cloud API connection on our platform.
  • Configure your voice agent (the WhatsApp number doubles as the inbound voice number).
  • Build your initial message templates and submit them to Meta for approval.
  • Train the AI on your FAQs, tone, and escalation rules.
  • Schedule a go-live call with you once everything is ready, typically 3–5 working days.
TimingMeta template approval usually takes 1–24 hours per template. We will let you know the moment yours are approved.
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After handover

What happens next

From the moment Enchat is added as a partner on your WABA, the onboarding clock starts. Here's the standard timeline — we'll communicate clearly at each stage.

1

Day 0 — Partner connection confirmed

You complete the steps in this guide and we receive the partner confirmation from Meta.

2

Days 1–2 — Platform provisioning

We set up your tenant in the Enchat platform, configure your WhatsApp number, and link your voice agent. You receive a login for your unified inbox.

3

Days 2–4 — Message templates & AI training

We draft your first WhatsApp message templates (appointment confirmations, reminders, etc.) and submit them to Meta for approval. We train the AI on your FAQs, SOPs, tone of voice, and escalation preferences.

4

Day 5 — Go-live call

30-minute call to walk you through your unified inbox, test the AI live, and flip the switch. Your WhatsApp and voice are live from this call.

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Reference

Common issues

If any step above doesn't behave as described, check here first. If you're still stuck, email onboarding@enchat.co.uk and we'll jump on a call within the hour during UK business hours.

Phone verification code not arriving

Meta's SMS delivery can be patchy, particularly for UK landlines. Try the voice call option instead. If that also fails, the number may already be flagged — contact us and we'll investigate.

Partner ID not recognised

Double-check that you've entered our Business ID exactly — it's a 15-digit number, no spaces, no dashes: 957477320190058. If it still doesn't work, make sure you're adding it under WhatsApp accounts → Partners, not under Apps or System users (those are for different integrations).

Templates keep getting rejected

Meta's template rules are strict — no promotional language in utility templates, no ALL CAPS, no vague variables without context. Don't worry about this: our team handles template submissions on your behalf. If you have specific wording you need approved, send it to us and we'll reformat it to Meta's guidelines.

Business verification failed

The most common cause is a name mismatch — the name on your Meta portfolio does not match the name on your uploaded document. Check both exactly. Otherwise Meta will state the reason by email; forward it to us and we'll tell you the fix.

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