Getting StartedConnect your WhatsApp number

Connect your WhatsApp number

In one sentence

You link your official WhatsApp Business Account to MsgBuddy through Meta’s guided pop-up, set a security PIN, verify the number with a one-time code, and you’re live.

Why this is the most important setup step

Until a number is connected, MsgBuddy has no door to send or receive messages through. Once it’s connected, the Inbox, Campaigns, and bots all come alive.

Before you start

  • You must be an Owner or Admin of the workspace.
  • A Facebook account that can access (or create) your business’s WhatsApp Business Account. Meta runs the sign-up, so this is a Facebook/Meta login, not a MsgBuddy one.
  • A phone number that can receive an SMS or a phone call for the verification code.
    • It should not currently be active on the regular WhatsApp or WhatsApp Business app for this business. (A number can live in the app or on the Business Platform, not both.)
Note

Bringing an existing number? That’s fine — Meta’s sign-up handles both brand-new numbers and numbers already linked to your business. Any templates you already had approved will import automatically the first time you connect.

The journey at a glance

Your number moves through a series of stages. MsgBuddy shows you exactly which stage you’re in and what to do next.

Note

You won’t see these exact words on screen everywhere, but this is what’s happening under the hood. If setup ever stalls, find your stage in this diagram to know what’s next.

Step by step

Open the WhatsApp connection screen

From the Dashboard, click the Connect WhatsApp card, or go to Settings → WhatsApp → Manage (which opens Integrations → WhatsApp).

Connect with Facebook

Click Connect with Facebook. A Meta pop-up (their official “Embedded Signup”) opens. Sign in and follow Meta’s prompts to select or create your WhatsApp Business Account and the phone number you want to use.

Heads up

Let the pop-up finish completely — don’t close it early. If your browser blocks pop-ups, allow them for app.msgbuddy.com and click Connect with Facebook again.

(If asked) pick the exact number

If your business account has several phone numbers, MsgBuddy may ask you to paste the specific phone number ID and continue. Meta shows this ID in the pop-up / your Meta Business settings. Most people with a single number skip this.

Your number appears as “Connected”

Back in MsgBuddy, the number shows up under Connected numbers with its verified business name and a quality rating (explained below). It’s connected, but not yet registered — two quick steps remain.

Set a 6-digit WhatsApp PIN

WhatsApp requires a two-step verification PIN on every Business Platform number — it protects the number from being moved without your permission. Enter a 6-digit PIN, confirm it, and click Register number.

Tip

Write this PIN down somewhere safe (a password manager is ideal). You’ll need it if you ever move or re-register the number, and Meta won’t show it to you again.

Verify with a one-time code (OTP)

Choose how to receive the code — SMS or Voice call — and your language, then request it. Enter the code you receive and click Verify number.

  • Didn’t get it? Wait for the 60-second cooldown, then Resend (try Voice if SMS fails).

Confirm the webhook subscription

On success, click Ensure webhook subscription. This tells Meta to forward incoming messages to MsgBuddy. (It’s usually automatic — this button just double-checks.)

Done

Your number is now Active. Send yourself a test message on WhatsApp — it should appear in your Inbox within a second or two. 🎉

Understanding the quality rating

Meta continuously grades each number’s quality based on how customers react to your messages (blocks and “report spam” hurt it). You’ll see one of:

RatingMeaningWhat to do
Green — HighCustomers are happyKeep it up.
Yellow — MediumSome negative signalsEase off promotions; make messages more relevant.
Red — LowMany complaintsStop non-essential sends immediately; fix targeting. Meta may limit you.
Heads up

Quality isn’t just cosmetic. A consistently Red number can have its daily messaging limit cut, and low-quality templates can get paused automatically. The best protection is simple: only message people who want to hear from you, and honour opt-outs. More in Templates → Quality & pausing.

Once connected, three quick wins:

  1. Import your existing templates from Meta — see Templates → Import.
  2. Set business hours & an after-hours auto-reply — see Automation.
  3. Fill in your business profile — up next.

Troubleshooting

ProblemLikely causeFix
Pop-up closed / nothing connectedPop-up blocked or closed earlyAllow pop-ups, retry Connect with Facebook.
”Number already in use”The number is still on the WhatsApp appRemove it from the app first, then reconnect.
Didn’t receive the codeCarrier/SMS delayWait 60 s, Resend, or choose Voice call.
Stuck after several tries (Failed)Meta-side configurationOpen Meta Business Manager, resolve any flags on the number, then retry from the top.
Messages don’t arrive in the InboxWebhook not subscribedClick Ensure webhook subscription again.

Next: polish your business profile →.