iAdvize allows you to create a WhatsApp Business account on your own.
This article guides you through the creation of your first WhatsApp Business account.
3 things to know before you start:
- You must already have a verified Facebook account in order to create a WhatsApp account.
- It is necessary that the user who will create the account has an administrator role on the project in iAdvize AND ha has to be the administrator of the Facebook account to which the WhatsApp account will be attached.
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The account is a Business Account, not an Official Business Account (OBA). If you want to create an OBA be aware that:
- The procurement is submitted to WhatsApp acceptation and is not easily granted by Meta.
- When you have an OBA, your brand name ("chat thread headers") will be displayed with the certified green check mark. Otherwise, it is your number that will be displayed.
- If having an OBA is a prerequisite for you, make sure you have one before starting your implementation.
- If your iAdvize subscription does not include the WhatsApp channel, contact your account team for more information.
1. You already have an active WhatsApp Business account and want to keep it
iAdvize can migrate your WhatsApp account from your previous provider to iAdvize. To do so, contact your account team to schedule the migration of your WhatsApp Business Account.
2. You do not already have a phone number
iAdvize is able to create the phone number for you in the following countries:
🇩🇰 Denmark |
🇫🇮 Finland |
🇩🇪 Germany |
🇮🇱 Israel |
🇵🇷 Puerto Rico |
🇸🇪 Sweden |
🇬🇧 UK |
🇺🇸 USA |
If the country does not appear in this list, please create the phone number in your systems. A Facebook developers article lists the prerequisites.
Then go through step 3.
2.1 Create WhatsApp number
After selecting the project for which you want to activate WhatsApp in the iAdvize back office, go to the "Engagement" > "Settings" section. Choose WhatsApp from the drop-down menu.
- Click on “Set Up a New account”. Check “Create a new phone number on WhatsApp”.
- Enter your account name. This name will be the one shown on your business profile in WhatsApp, and thus displayed to visitors who send messages.
- Select the country of creation of the number, the country code you enter will be used to create the number.
- Select the System language. This language will be used to send template messages to the visitor, click here to learn more. This language does not apply to the agent who will process the conversation, nor to the visitor who will send messages.
iAdvize then displays the phone number assigned to you for the WhatsApp account you create.
- Copy the number and keep it aside, you will need it later.
- Click "Continue" to associate iAdvize with your Facebook account and connect the WhatsApp account to your organization in Meta.
A Meta window opens in addition to the iAdvize page. Meta will ask you for some information to create and customize your account.
- Fill them in with the information relevant to you.
- Fill in the phone number provided by iAdvize in the previous steps.
Choose the SMS verification method
Meta will send the verification code via SMS to the newly assigned number. This code will also be sent to you by email by iAdvize, to the email address of the account that is opening the channel. Please note that Facebook will ask you for this code to finalize the account creation at the next step.
2.2 Customize your WhatsApp Business profile
In this space you will be able to edit the look&feel of your WhatsApp account.
- Add the url of your site.
- Edit the "about" message which is a short description that appears in WhatsApp for users who search for your company in their WhatsApp contacts.
- Choose and upload the image that will serve as the background of your business profile. Once uploaded, iAdvize will show you a preview of this image.
2.3 Account validation
Once all these steps are completed, your account is submitted for review to WhatsApp. You will be notified of the status of your application on the "Engagement" > "Settings" > "WhatsApp" page.
3. You already have a phone number
3. 1 Associate your number with iAdvize
After selecting the project for which you want to activate WhatsApp in the iAdvize back office, go to "Engagement" > "Settings". Choose WhatsApp from the drop-down menu.
Click on “Set Up a New account”. Check “Use an existing phone number”.
- Enter your account name. This name will be the one shown on your business profile in WhatsApp, and thus displayed to visitors who send messages.
- Select the country of the number. Enter the phone number you have without the country code.
- Select the System language. This language will be used to send template messages to the visitor, click here to learn more. This language does not apply to the agent who will process the conversation, nor to the visitor who will send messages.
- Click "Continue" to associate iAdvize with your Facebook account and attach the WhatsApp account to your organization in Meta.
A Meta window opens in addition to the iAdvize page. Meta will ask you for some information to create and customize your account.
Follow the steps and fill them in with the information relevant to you.
Fill in your phone number.
You are free to select the verification channel of your choice (call or SMS).
Ensure, however, that you are able to intercept the call or SMS immediately.

3.2 Customize your WhatsApp Business profile
In this space you will be able to edit the look&feel of your WhatsApp account.
- Add the url of your site.
- Edit the "about" message which is a short description that appears in WhatsApp for users who search for your company in their WhatsApp contacts.
- Choose and upload the image that will be used as a background for your business profile. Once uploaded, iAdvize will show you a preview of this image.
3.3 Account validation
Once all these steps are completed, your account is submitted for review to WhatsApp. You will be kept informed of the status of your application on the "Engagement" > "Settings" > "WhatsApp" page.