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Documentation Index

Fetch the complete documentation index at: https://docs.orsay.ai/llms.txt

Use this file to discover all available pages before exploring further.

The WhatsApp Business API is Meta’s official channel for businesses. It requires a verified WhatsApp Business Account (WABA) and approved templates for sending the first message — but in exchange, you get a green-tick checkmark, no daily message caps, and full Meta support.
You have two options: create a brand-new WhatsApp Business account from scratch, or connect an existing WhatsApp Business app you already use.

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Option A — Create a new WhatsApp Business account

1

Open Integrations → WhatsApp

In the sidebar, click Integrations → WhatsApp.
2

Create a profile

Add a name and profile picture, then click Connect a new WhatsApp number.
3

Approve in Facebook Business Manager

You’re redirected to Facebook. Approve the initial dialogs, then select your Business Manager.
4

Create a WhatsApp Business Account

Click Create a new WhatsApp Business Account. Use a name in the format “Name - Your Company” (Meta requires this for approval).
5

Add a phone number

Add a phone number that is not currently linked to any WhatsApp account. We recommend On Off Business to get a clean number quickly. Validate with the 2FA code sent to that number.

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Option B — Connect an existing WhatsApp Business

This option only works if your phone uses the WhatsApp Business app — not a personal WhatsApp account. (For personal WhatsApp, use the Personal WhatsApp channel instead.)
1

Start the same flow

Go to Integrations → WhatsApp → create a profile and click Connect WhatsApp number.
2

Pick existing app in Facebook

In the Facebook flow, choose Connect with existing WhatsApp Business App.
3

Scan and validate

Enter your phone number, scan the QR code, and validate with the 2FA code.

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Validate the phone number for sending

Before you can send messages, Meta requires a payment method on the WhatsApp Business Account.
1

Add a payment method

Go to business.facebook.com/billing_hub, select the right business, open WhatsApp, and add a card.
2

Send a TEST message

Click the TEST button, input your personal WhatsApp, and click SEND. If you receive the message, your account is fully ready.

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Create your template messages

Templates are the only way to start a conversation on the WhatsApp Business API (Meta’s rule). Once a lead has replied, the agent can write freely for 24 hours. → Create templates in Integrations → WhatsApp → Templates, submit for Meta approval (usually a few hours), then use them in your sequence.

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Next step

→ 2. Create an agent