Do the thing, step by step.
The blog explains how WhatsApp works. These are the instructions — with the prerequisites up front and the pitfalls at the end, because the pitfalls are the reason to read a guide rather than the documentation.
Getting started
- Getting started6 steps 1–3 days
How to apply for the WhatsApp Business API
A step-by-step walkthrough of getting WhatsApp Business API access: what you need first, the order to do it in, and where applications actually stall.
Read the steps - Getting started5 steps 2–10 days
How to complete Meta business verification
What documents Meta accepts, how to avoid the rejections that add a week, and why this is the step to start before anything else in your rollout.
Read the steps - Getting started5 steps 20 minutes
How to set up WhatsApp coexistence
Keep the WhatsApp Business app on your number and add the Cloud API alongside it — the setup steps and exactly what switches off when you do.
Read the steps - Getting started6 steps 1–2 hours, plus prep
How to move a WhatsApp number to another provider
Your WABA and number belong to your business, not your platform. What carries over, what does not, and how to do the switch with minimal downtime.
Read the steps
Templates
- Templates5 steps 10 minutes, plus review
How to create a WhatsApp message template
Write, categorise and submit a WhatsApp template that passes review first time — including the placeholder rules that cause most rejections.
Read the steps - Templates7 steps 5 minutes
How to fix a rejected WhatsApp template
Work through the nine causes of template rejection in order, fix the one that applies, and resubmit without damaging your standing with Meta.
Read the steps
Sending
- Sending6 steps 20 minutes
How to send a WhatsApp broadcast
Build the audience, pick the template, suppress who should not receive it, and send at a rate that protects your number rather than risking it.
Read the steps - Sending6 steps Ongoing
How to reduce your WhatsApp message costs
Six levers that actually move the Meta bill — category discipline, reply speed, message consolidation and list quality — with what each is worth.
Read the steps
Compliance
- Compliance4 steps Months, if at all
How to get the WhatsApp green tick
What the green tick actually is, what Meta grants it for, why no provider can obtain it for you, and what to do instead while you wait.
Read the steps - Compliance5 steps Weeks
How to increase your WhatsApp messaging limit
Move from 250 to 1,000, 10,000 and beyond. What Meta actually looks at, what you control, and what gets a tier taken away again.
Read the steps - Compliance6 steps 30 minutes to set up
How to collect WhatsApp opt-in
Where to ask, what wording counts, what does not count at all, and how to keep transactional and marketing permission separate so you keep both.
Read the steps
Building
- Building6 steps 1–2 hours
How to build a WhatsApp chatbot
Design a WhatsApp chatbot that people finish rather than abandon: choose the right job, keep the tree shallow, and always give a route to a human.
Read the steps - Building6 steps 2 hours
How to set up a WhatsApp AI agent
Give it the right documents, scope what it must not attempt, test it in a playground, and go live on your own number before a customer meets it.
Read the steps - Building6 steps 10 minutes
How to add a WhatsApp chat button to your website
Generate a click-to-chat link or floating button, add it to any site without a plugin, and make sure the conversation lands somewhere your team watches.
Read the steps
Or let us do the setup with you.
Start the trial and the guided connect flow walks the first few of these for you. If something is stuck, tell us and we will say plainly whether it is us, your platform, or Meta.