WhatsApp Setup Guide

How WhatsApp setup works
in Setloop

Connect your WhatsApp Business number through Meta, receive customer messages, and let Setloop help you reply, qualify leads, and automate follow-ups with AI.

Your Business

Meta Setup

Setloop AI

Customers

Why WhatsApp connection is different from a simple login

WhatsApp is connected through Meta's official business setup flow. You stay in control of your business account, and Setloop only connects after Meta confirms the setup.

No passwords

Setloop never asks for your WhatsApp password.

Official Meta setup

Connection happens through Meta.

Business control

You choose which WhatsApp business assets to connect.

AI automation

Once connected, Setloop can receive messages, generate replies, and automate follow-ups.

Choose the setup that fits your business

Existing number

Use your existing WhatsApp Business App number

Keep the WhatsApp number your customers already know and add Setloop AI automation on top of it.

Best for:

  • Businesses already using WhatsApp Business App
  • Numbers already used by customers
  • Numbers listed on websites, social profiles, ads, or business profiles

Note: This setup depends on Meta eligibility and coexistence support. Meta confirms final eligibility during setup.

Simpler setup

Use a separate WhatsApp number for Setloop

Connect a dedicated phone number for AI automation without changing your current WhatsApp setup.

Best for:

  • Businesses that want a separate sales or AI automation number
  • Teams that do not want to change their current WhatsApp number
  • Cases where the existing number cannot be connected

Note: Setloop does not provide phone numbers. You need to use a phone number your business owns and can verify by SMS or voice call.

Guided

Not sure? Let Setloop guide you

Answer a few questions during onboarding and Setloop will recommend the best setup option.

Best for:

  • Users currently using regular WhatsApp
  • Users not sure if they use WhatsApp Business App
  • Users without a dedicated business number yet
  • Users deciding between existing number and dedicated number

What is WhatsApp Business App?

WhatsApp Business App is the free mobile app from WhatsApp for small businesses. It lets businesses use a business profile, quick replies, labels, greeting messages, away messages, and other manual business tools.

If your business currently uses the regular WhatsApp app, you may need to switch to WhatsApp Business App first, or use a separate dedicated number for Setloop.

Regular WhatsAppWhatsApp Business AppWhatsApp Business Platform
PurposePersonal messagingMobile business messaging appAPI-based business messaging
Best forVery small informal useSmall businesses using one number manuallyAutomation, teams, AI, integrations
Manual messagingYesYesAPI messaging
Business profileNo business profile toolsBusiness profile, labels, quick repliesManaged through Meta business assets
AI/API automationNot intended for API automationMay support existing-number setup if eligibleRequired for Setloop automation
Works with SetloopMay require switching setup firstCan be used with Setloop if Meta allows coexistence/setupSetloop connects through this platform

What happens when you connect WhatsApp

01

Choose your setup

Select whether you want to use an existing WhatsApp Business App number, a separate dedicated number, or get help choosing.

02

Check requirements

Setloop asks simple questions to help identify visible issues before continuing.

03

Continue to Meta setup

Meta may ask you to select or create WhatsApp Business assets and verify your phone number.

04

Setloop validates the connection

After Meta setup, Setloop checks that the WhatsApp account, phone number, and webhooks are ready.

05

Start automating conversations

Once active, Setloop can receive messages, generate AI replies, qualify leads, and support follow-ups.

Your channel is marked as connected only after Meta setup succeeds and Setloop validates the connection.

Before you start

Access to your business phone number

You need a phone number that your business owns and can use for verification.

Ability to receive SMS or voice verification

Meta will send a verification code to your phone number during setup.

Meta Business Portfolio access

You may need admin access to a Meta Business Portfolio to connect WhatsApp assets.

Permission to connect the business account

Make sure you are authorized to connect the WhatsApp Business account on behalf of your organization.

Updated WhatsApp Business App

If using an existing number from WhatsApp Business App, make sure the app is updated to the latest version.

Meta payment method may be required

WhatsApp Business Platform fees, messaging limits, templates, and verification are controlled by Meta and may apply separately from your Setloop subscription.

Final eligibility for all setup options is determined by Meta during the connection process.

Existing number or dedicated number?

Existing WhatsApp Business App numberSeparate dedicated number
Keeps current customer-facing numberYesNo, unless promoted to customers
Requires WhatsApp Business AppUsually yesNot required before setup
Depends on Meta coexistence eligibilityYesUsually simpler
Technical simplicityMore complexSimpler
Best forBusinesses that want to keep the number customers already knowBusinesses that want a clean AI automation number
Main riskMeta may not allow coexistence for every numberBusiness must own and verify a separate phone number

What if your existing number cannot be connected?

Sometimes Meta may not allow an existing number to be connected through coexistence. This does not mean Setloop is broken. It usually means that the number, business account, or Meta setup is not eligible for that connection mode.

Troubleshooting checklist

  • Make sure you use WhatsApp Business App, not regular WhatsApp
  • Update WhatsApp Business App to the latest version
  • Confirm you are an admin of the Meta Business Portfolio
  • Check whether the number is already connected to another WhatsApp API provider
  • Add a payment method in Meta Business settings if required
  • Try a separate dedicated WhatsApp number if the existing number cannot be connected

What Setloop can do after WhatsApp is connected

Receive incoming messages

Generate AI-powered replies

Qualify leads

Follow up automatically

Transcribe voice messages

Keep conversation history

Pause automation when needed

Support human handoff

Automation behavior depends on your Setloop plan, configuration, WhatsApp messaging rules, and Meta platform limits.

Frequently asked questions

Does Setloop create a WhatsApp phone number for me?

No. Setloop does not create or provide phone numbers. You need to use a phone number your business owns and can verify by SMS or voice call.

Can I use my current WhatsApp number?

If your current number is used in WhatsApp Business App, you may be able to connect it through Meta, depending on eligibility and coexistence support.

What if I use regular WhatsApp, not WhatsApp Business App?

You may need to switch to WhatsApp Business App first, or use a separate dedicated number for Setloop.

Will my existing number definitely work?

Not always. Final eligibility is determined by Meta during setup.

Do I need a Meta Business account?

You may need access to a Meta Business Portfolio and permission to connect the business assets used with WhatsApp.

Are WhatsApp or Meta fees included in Setloop subscription?

No. WhatsApp Business Platform fees, messaging limits, templates, and verification are controlled by Meta and may apply separately from your Setloop subscription.

When is my WhatsApp channel considered connected?

Only after Meta setup succeeds and Setloop validates the WhatsApp account, phone number, and webhook connection.

Can Setloop send messages anytime?

WhatsApp messaging rules are controlled by Meta. Some follow-ups or outbound messages may require approved message templates or must follow WhatsApp messaging windows.

Ready to connect WhatsApp?

Choose the setup that fits your business and let Setloop guide you through the process.