Whalexy
Use the correct assets and least-privileged access, then test inbound and outbound events before launch.
Prepare the right access
Identify the Meta Business Portfolio that owns the WhatsApp assets. Confirm the person completing setup has the required administrative access and that business details are accurate.
- Business Portfolio access
- Eligible WhatsApp Business Account
- A phone number suitable for the onboarding path
- Access to complete required business or display-name review
Connect through Whalexy
Start from Whalexy onboarding, sign in to the intended Meta account, review the permissions shown, select the correct assets, and complete the prompts. Never paste long-lived credentials into chat or unsecured documents.
Confirm the selected identity
Verify the business, WhatsApp Business Account, phone number, and display name shown in Whalexy. If you manage multiple organizations, confirm the connection belongs to the correct workspace.
Test both directions
Send an internal test message, reply from the test phone, and confirm message statuses and inbound messages appear in the intended inbox. Test an approved template separately from a customer-service reply.
Production readiness
Confirm agent access, assignments, templates, opt-out handling, escalation ownership, and webhook health. Meta screens and eligibility can change; follow the current onboarding prompts and contact Whalexy if they differ from this guide.