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Embedded Signup (Recommended)

Embedded Signup lets you connect your WhatsApp Business Account to Whoxa CRM in minutes — without manually copying credentials. Meta guides you through the entire process inside a secure popup.

When to Use This​

Use Embedded Signup if:

  • You are setting up WhatsApp for the first time.
  • You want the fastest path to a working connection.
  • You prefer not to deal with Phone Number IDs, tokens, and webhook fields manually.

Steps​

1. Open the Connect WhatsApp Page​

During first-time onboarding, Whoxa CRM automatically shows the Connect WhatsApp step at the end of the business setup wizard.

You can also reach it later via:
Settings → Integrations → Connect WhatsApp

2. Click "Connect WhatsApp"​

Click the Connect WhatsApp button. A Meta popup window opens.

Make sure your browser allows popups from the CRM domain.

3. Log In to Meta​

Inside the popup:

  1. Log in with the Facebook account that owns (or has admin access to) your Meta Business Manager.
  2. Review and accept the requested permissions.

4. Select or Create Your Business​

  1. Choose your Business Manager from the list (or create one if you don't have one yet).
  2. Select or create a WhatsApp Business Account (WABA).
  3. Add and verify your phone number — Meta will send an OTP via SMS or voice call.

5. Complete & Return to CRM​

After you finish inside the Meta popup, it closes automatically. Whoxa CRM receives your account details securely and:

  • Creates your WhatsApp connection.
  • Subscribes to the webhook automatically.
  • Redirects you to the Chat dashboard.

A success message confirms the connection is active.

What Happens Behind the Scenes​

Whoxa CRM exchanges the authorization code from Meta for an access token, resolves your WABA ID and phone number, and registers the webhook — all automatically. No manual credential entry needed.

Tip: If the popup closes without completing setup, click Connect WhatsApp again to restart the flow.