WhatsApp Setup Guide
Last Updated: April 5, 2026
Connecting your WhatsApp Business account to InZob is the first step to unlocking AI-powered sales automation. This comprehensive guide covers everything from prerequisites to managing the 24-hour messaging window, all on one page for your convenience.
1. Prerequisites
Before beginning the integration process, ensure you have the following ready:
| Requirement | Details |
|---|---|
| Facebook Business Manager Account | Must be verified or eligible for verification. |
| Phone Number | A clean number not actively used on the consumer WhatsApp app. |
| Business Website | A functioning website representing your business. |
| Legal Details | Business legal name, address, and registration details. |
Important Note
2. Step-by-Step Connection Flow
- Navigate to Integrations: In your InZob dashboard, go to Settings > Integrations and click "Connect" on the WhatsApp card.
- Embedded Signup: A Facebook popup will appear. Log in with your Facebook account that has admin access to your Business Manager.
- Select or Create WABA: Choose an existing WhatsApp Business Account (WABA) or create a new one within the flow.
- Verify Number: Enter your phone number and verify it via SMS or Voice Call.
- Profile Setup: Fill in your display name, business category, and description.
3. What Happens After Connecting?
Once connected, your account goes through a brief review by Meta. You can immediately start messaging a limited number of users (sandbox mode) while waiting for full verification, which usually takes 1-3 business days.
Unleash the Agents
With WhatsApp connected, your ecosystem comes alive. Incoming messages will now be instantly routed to the Lead Agent for data extraction and the Insight Agent for sentiment analysis. This data automatically populates the Customer Profile. When you're ready to reply, the Coach Agent will be there to help you draft the perfect response, seamlessly pulling items from your Product Catalog.
4. The 24-Hour Session Window
WhatsApp strictly enforces a 24-hour customer service window to prevent spam. Understanding this is crucial for your AI agents like AutoJob.
| Scenario | Rule | Pricing Impact |
|---|---|---|
| User initiated message | Session opens. Business can reply with any message type for 24 hours. | Standard pricing applies based on region. |
| Business initiated message | Must use a pre-approved Template Message. | Template pricing applies based on category. |
| > 24 hours since last user message | Session closed. Must use Template Message to reengage. | Template pricing applies. |
5. Common Scenarios & Challenges
- Number is already registered: Delete the existing consumer app account associated with the number.
- Display name rejected: Ensure the name matches your legal business name or website branding exactly.
- Meta verification failed: Double-check submitted documents (utility bills, business licenses) for clarity and exact matching details.
6. Message Templates
To message users outside the 24-hour window, you must use pre-approved templates.
| Category | Use Case |
|---|---|
| Marketing | Promotions, offers, product updates, newsletters. |
| Utility | Order updates, account alerts, shipping confirmations. |
| Authentication | One-time passwords (OTPs), account recovery codes. |
Creating a Template: Go to the InZob Template Manager, write your copy, insert variables like {{1}} for names, and submit for Meta approval (usually takes a few minutes).
7. Data & Privacy
All WhatsApp communications are end-to-end encrypted between the user's device and our secure API endpoints. InZob processes this data in real-time to generate AI responses but adheres strictly to our Privacy Policy.