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First, pick your path:

Before you start

  • A Facebook account with access to the business.
  • A phone number not already active on WhatsApp or WhatsApp Business (if it was, delete that number from WhatsApp permanently and wait a few hours first).
  • A Meta Business Portfolio — the account container that holds your business’s WhatsApp setup. Embedded signup can create one for you on the spot if you don’t have one yet (just a name, your first/last name, and a website).

Connect a brand-new number (Cloud API)

Video walkthrough: connecting a virtual number via the Cloud API.

1

Open Connect WhatsApp

Go to Connect Account, under Business Accounts click Connect WhatsApp, then pick the green Embedded Onboarding (One Click) card and click Connect with Embed Onboarding (the blue Create Your Own API Connection card is the manual path — see How to Connect Your WhatsApp Account Manually (Alternative Method)).
Business Accounts page with Embedded Onboarding (One Click) card and Create Your Own API Connection card side by side

Business Accounts — Embedded Onboarding (recommended) vs. Create Your Own API Connection.

2

Choose catalog permissions

If you’ve already set up a product catalog and want to share its permissions, click Connect With Catalog — otherwise click Connect Without Catalog. Either opens Meta’s popup.
Connect With Catalog and Connect Without Catalog buttons under the Embedded Onboarding card

Connect With Catalog vs. Connect Without Catalog.

3

Log in with Facebook

Meta’s popup opens. Log in if you aren’t already, then click Continue.
Facebook Login for Business popup: Seamlessly connect your account to ChatSyncs, with a Continue button

Meta's embedded signup consent screen — click Continue to proceed.

4

Select or create a Business Portfolio

Pick an existing portfolio from the dropdown, or click Create a Business Portfolio if you don’t have one — it only asks for a portfolio name, your first/last name, and a website.
Select the business assets to share with ChatSyncs, with Create a Business portfolio option highlighted

Select the business portfolio to share with ChatSyncs.

5

Pick 'Create a WhatsApp Business account'

With the portfolio selected, open the WhatsApp Business account dropdown — you’ll see two options:
  • Create a WhatsApp Business account (first option) → a brand-new number, usable only on ChatSyncs, not on your phone. Pick this one.
  • Connect a WhatsApp Business App (second option) → this is the How to Connect Your WhatsApp Business App to ChatSyncs path instead, for keeping a number on your phone too — don’t pick this here.
Any number shown crossed out is already connected somewhere else and can’t be picked.
WhatsApp Business account dropdown with Create a WhatsApp Business account and Connect a WhatsApp Business App options highlighted, and existing numbers Lakshit Number and Lakshit Ukani Assistant crossed out

The WhatsApp Business account dropdown — first option keeps the number ChatSyncs-only, second option is Coexistence. Crossed-out numbers are already connected elsewhere.

6

Enter business information

Click Next, then fill in the Name, Category, and Website for the new asset (Country and Time zone are carried over from your portfolio).
Enter business information for new assets form with Name, Category, Country, Website, and Time zone fields

Business information for the new WhatsApp Business account.

7

Add a new number

Choose Add a new number (the alternative, Use a display name only, uses a shared Meta test number where people only ever see your display name — not a real number).
Add your WhatsApp phone number screen with Use a display name only and Add a new number options

Add a new number, rather than using a display name only.

8

Enter the number, display name, and verify

Enter your country and phone number, then the WhatsApp Business display name — this is what customers see at the top of the chat on every message, so get it right. Choose Text message or Phone call to receive your verification code, click Next, then enter the code you receive.
Phone number field, WhatsApp Business display name field, and Text message / Phone call verification options

Phone number, WhatsApp Business display name, and verification method.

9

Done

Meta confirms the connection — click Finish to return to ChatSyncs, where the number shows up under your connected Business Accounts.
Your account is connected confirmation screen with a Finish button

Meta's final confirmation once the account is connected.

Once a number is connected via Cloud API, it can no longer be used in the standard WhatsApp or WhatsApp Business app on a phone. Use a dedicated business number — or use How to Connect Your WhatsApp Business App to ChatSyncs instead if you need to keep using the app.

Frequently asked

Cloud API connects a brand-new virtual number dedicated to ChatSyncs — once connected, that number can’t be used in the regular WhatsApp app anymore. Coexistence links your existing WhatsApp Business App number instead, so you keep using the app on your phone while ChatSyncs automates on the same number. See How to Connect Your WhatsApp Business App to ChatSyncs for that path.
No — embedded signup can create one for you inline during the flow. It only asks for a portfolio name, your first/last name, and a website. See How to Create a Facebook Business Manager Account for ChatSyncs if you’d rather set it up ahead of time.
Use How to Connect Your WhatsApp Account Manually (Alternative Method) instead — it takes more steps but gives full visibility into every credential.