👤 End User Setup Guide

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This guide walks through the process for your customers (tenants) to connect their WhatsApp Business accounts using the Embedded Sign-up feature.

Prerequisites for End Users

Before starting the WhatsApp connection process, users should have:

• An active account on your WhatsMarkSaaS platform
• A subscription to a plan that includes WhatsApp Business API access
• A Facebook Business Account (or be ready to create one)
• Admin access to their Facebook Business Manager
• A verified business phone number they wish to use with WhatsApp

Connection Process

1. Access the Embedded Sign-up Feature

• Log in to your WhatsMarkSaaS tenant account
• Navigate to the sidebar menu
• Locate and click on "WhatsApp Connection" or "Connect WhatsApp"

2. Begin the Connection Flow

• On the connection page, click the "Connect WhatsApp Business Account" button
• The system will begin the official Meta embedded sign-up flow
• Follow the on-screen instructions to proceed

3. Authenticate with Facebook

• When prompted, log in to your Facebook account
• If you already have a Facebook Business account, select it
• If not, follow the guided process to create one

4. Select or Create WhatsApp Business Account

• Choose an existing WhatsApp Business Account or create a new one
• If creating a new account, you'll need to provide business information
• Ensure all business details are accurate as they may be subject to verification

5. Register Phone Number

• Enter the phone number you want to use with WhatsApp Business
• Verify the phone number through the provided verification method (usually SMS or call)
• Once verified, the number will be linked to your WhatsApp Business account

6. Complete Setup

• Review your WhatsApp Business details
• Accept the terms and conditions
• Click "Complete Setup" to finalize the connection

7. Return to WhatsMarkSaaS

• After successful connection, you'll be redirected back to WhatsMarkSaaS
• The system will display a success message
• Your WhatsApp connection status will show as "Connected"

Troubleshooting Common Issues

Connection Fails to Complete

If the connection process does not complete properly:

1. Check that you have admin rights in your Facebook Business Manager
2. Ensure your Facebook Business account is in good standing
3. Verify that the phone number is eligible for WhatsApp Business API
4. Try refreshing the page and starting the process again

Phone Number Verification Issues

If you encounter problems with phone verification:

1. Make sure the phone number format is correct, including country code
2. Ensure the phone can receive SMS or calls for verification
3. If using a landline, select the "Call me" option instead of SMS
4. Wait at least 24 hours before trying to verify the same number again if previous attempts failed

Business Verification Requirements

In some cases, Meta may require additional business verification:

1. Prepare business documentation such as registration certificates, licenses, etc.
2. Follow the verification instructions provided by Meta
3. Be patient, as verification can take 2-5 business days

After Connection

Once connected, users can:

• Send template messages
• Respond to customer inquiries
• Set up chatbots and automation
• Access all WhatsApp features available in WhatsMarkSaaS

For any connection issues that persist, users should contact their WhatsMarkSaaS administrator or platform support team.