The big concept: Business Portfolio
Think of your Business Portfolio as the central building everything hangs off — Instagram, WhatsApp, ad accounts, and developer apps all live inside one portfolio so they can work together. Create this first; nothing connects without it.Set it up
1
Create your Business Portfolio
At
business.facebook.com — this is the hub everything else in this guide connects to. See
How to Create a Facebook Business Manager Account for
ChatSyncs for the full sign-up walkthrough
if you don’t have one yet.2
Create a Meta app
In the new UI, go to Business Messaging → “Connect with customers through WhatsApp”
(this replaces the old “Other” option path).
3
Add your phone number
It must not already be active on any WhatsApp app. Verify it with the OTP, then set your
display name.
4
Generate a permanent access token
The temporary developer token expires in ~1 hour and is not safe for production. Create
a System User in
business.facebook.com (Settings → System User) and generate a
token with the WhatsApp Business Messaging permission. See
Access tokens for the full walkthrough.5
Confirm business verification status
You can start without it (250 unique customers/day); verify later to raise limits. See
Business Verification & the Green Tick
for the full application process and what to do if it’s rejected.