This guide walks you through connecting your WhatsApp Business account to Kapso using the embedded signup flow, which is the recommended method for most users.
The embedded signup flow is the easiest way to connect WhatsApp to Kapso. It handles all the complex Meta configurations automatically.

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Prerequisites

Before you begin, make sure you have:
  • A Kapso account with an active project
  • Access to your WhatsApp Business app or a phone number to set up
  • Administrator access to your Facebook Business account

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Step 1: Navigate to WhatsApp configurations

  1. Log in to your Kapso dashboard
  2. Select your project from the project list
  3. Navigate to the WhatsApp section in the left sidebar

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Step 2: Start the connection process

Click the Connect WhatsApp Business button at the top right of the WhatsApp configurations page.
If you need to configure WhatsApp manually with existing Meta credentials, you can click Manual Setup instead.

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Step 3: Select your customer

If your project has multiple customers, you’ll need to select which customer to connect WhatsApp for.
If you only have one customer in your project, this step will be skipped automatically.

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Step 4: Choose connection type

You’ll see two options for connecting WhatsApp:

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Option 1: Connect with WhatsApp Business app

Choose this option if you:
  • Already use the WhatsApp Business app
  • Want to keep using the app alongside Kapso
  • Have an established WhatsApp Business account with active messaging
Benefits:
  • Keep using the Business app alongside Kapso
  • Messages sync between app and API
  • Preserve up to 6 months of chat history
Limitations:
  • 5 messages per second throughput
  • Some app features become unavailable

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Option 2: Connect dedicated number

Choose this option if you:
  • Want maximum messaging throughput (up to 1000 msg/sec)
  • Need full API capabilities
  • Don’t need to use the WhatsApp Business app
Benefits:
  • High throughput messaging
  • Full WhatsApp Business Platform features
  • No app limitations
Limitations:
  • Cannot use WhatsApp Business app with this number

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Step 5: Complete the embedded signup

After selecting your connection type, you’ll see the embedded signup interface:

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For WhatsApp Business app connection:

  1. Make sure you have:
    • WhatsApp Business app version 2.24.17 or higher
    • Your phone with the app nearby
    • Active internet connection
  2. Click Connect WhatsApp
  3. A popup window will open with Meta’s embedded signup flow
  4. Follow the prompts to:
    • Enter your WhatsApp Business phone number
    • Scan the QR code with your WhatsApp Business app
    • Choose whether to sync existing message history
    • Review and accept permissions

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For dedicated number connection:

  1. Make sure you have:
    • A Facebook Business account
    • A phone number not currently used with WhatsApp
    • Access to receive SMS for verification
  2. Click Connect WhatsApp
  3. Follow the Meta setup flow to:
    • Select or create a Meta Business account
    • Add your phone number
    • Verify via SMS
    • Configure your business profile

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Step 6: Connection successful

Once the setup is complete, you’ll see a success message and be redirected to your WhatsApp configurations page. Your new WhatsApp configuration will appear in the list with:
  • Configuration name
  • Connection status
  • Phone number details
  • Webhook status

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Next steps

Now that your WhatsApp is connected, you can:

Configure webhooks

Set up webhooks to receive real-time events

Create message templates

Design and submit message templates for approval

Assign to agents

Connect your WhatsApp number to conversational agents

Run health check

Verify your WhatsApp connection is working properly

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Troubleshooting

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Facebook SDK not loading

If you see an error about the Facebook SDK not loading:
  • Disable any ad blockers or privacy extensions
  • Try using a different browser
  • Ensure JavaScript is enabled

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Connection fails after authorization

This can happen if:
  • The phone number is already connected to another WhatsApp Business API account
  • Your Facebook account doesn’t have the required permissions
  • The WhatsApp Business app is outdated (for app connections)

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Can’t see my WhatsApp configuration after setup

Try:
  • Refreshing the page
  • Checking if you’re in the correct project
  • Verifying the connection completed successfully in Meta Business Manager
Need help? You can schedule a free guided setup call where our team will help you configure your WhatsApp integration step by step. Schedule setup call →