Create WhatsApp Sender Guide

——Learn about the specific steps to Create WhatsApp Sender through this article

Preparation

• Create Meta Business Manager account (opens new window) (BM account)

• Sign up Sobot system (opens new window)

• Prepare a phone number that has not been signed up for a WhatsApp account (if the phone number has been signed up, you need to Delete the WhatsApp account (opens new window)before you can use it to register. )

Required Information

Serial No.	Required Information	Description
1	Meta Business Manager account name and ID	Create the business name and ID (opens new window) of Meta Business Manager account
2	WhatsApp Business Account	Invisible to users
3	Time zone	The selected time zone will be used for billing and data analysis for this WhatsApp Business Business account.
4	Business display name (visible to users)	Business name and product name displayed on WhatsApp Profile
5	Business category	Automotive, Beauty Spa & Salon, Apparel & Clothing, Education, Entertainment, Event Planning & Services, Finance & Banking, Food & Supermarkets, Public Services, Hotels & Lodging, Medical & Health, Non-Profit Organizations, Professional Services, Retail Shopping, Travel & Transportation, Restaurants, and Others
6	Business description	Briefly introduce your business
7	Phone number (area code) + number that can be used for signup	1. The phone number is used as the account of your company on the WhatsApp platform and can be used to find your WhatsApp Business Account 2. The phone number must be in e164 international format, such as 8613388886666. Short codes are not allowed on WhatsApp 3. Using during the signup process, you will receive an SMS or a voice call of 2FA for verification

Create WhatsApp Sender

● Log into Sobot system (opens new window)

● Create Sender

Figure 1: Create Sender

● Log in Facebook

During the preparation step, Log in the Facebook account that will be used for the Meta Business Manager account.

Figure 2: Log into Facebook

● Authorized Access

Figure 3: Authorized Access

● Create Meta Business Manager account and WhatsApp Business account

Figure 4: Create account

● Create WhatsApp Business Profile

If you are prompted with "This number is registered to an existing WhatsApp account" when verifying your WhatsApp Business phone number, you need to delete your existing WhatsApp account (opens new window) and return to the phone number verification page after 3 minutes of unbinding to continue the binding operation.

Figure 5: Create WhatsApp Business Profile

● View the review result

After completing the above operation, your account will be approved and the review result will be sent to your email within 24 hours, please check in time.

• You can proceed subsequent operations after the review approved.

Figure 6: View the review result

• If the approval failed, you need to log in to the WhatsApp Manager Platform (opens new window), and make changes and submissions based on the reasons for the failure.

Figure 7: Review unapproved

Channel verification

1. Open the Agent Workbench in Sobot system
2. Search for the phone number on WhatsApp and find the WhatsApp Business Profile
3. Go to the WhatsApp Business Profile to send a message, and confirm whether the message was sent and received successfully at the Sobot Agent Workbench

Figure 8: Channel verification

Others

• WhatsApp Official Business Account

See Requesting an Official Business Account (opens new window) for details.