New WhatsApp Onboarding Flow: Connect, Create, or Migrate

We’ve completely redesigned the WhatsApp onboarding experience to provide sub-accounts with three clear paths to get started: connect an existing WhatsApp Business App with coexistence, create a new WhatsApp Business Account, or migrate from an existing Business Solution Provider (BSP) such as 360Dialog, Twilio, Wati, ManyChat, and others.

> If your sub-accounts are currently connected through another BSP, they can now self-migrate to LeadConnector without losing a single asset. There are no support tickets, no downtime, and no risk.

• Three Clear Paths:

  The onboarding screen now presents three distinct options, each with tailored guidance:

• In-App Guidance:

  Each path includes prerequisites, considerations, and links to help documentation before you begin.

1. In the sub-account, go to

   Settings → WhatsApp

   .

2. Choose the path that fits your situation:

• Verify that your phone number’s country code is not on the restricted list. If it is, please use Option B instead.
• Ensure your phone number is linked to your Meta Business Manager account.
• Confirm you are already using the WhatsApp Business App on your phone.
• Click

  Connect with Facebook

  and follow the instructions to link your account.

• Disable two-step verification: Navigate to WhatsApp Manager → Phone Numbers → Select your number → Two-step verification → Disable.
• Confirm that your business is verified in Meta Business Manager → Business Verification.
• Ensure your phone number display name is approved: WhatsApp Manager → Phone Numbers → Select your number → Profile → Confirm that the display name shows “Approved.”
• Click

  Connect with Facebook

  and follow the Embedded Signup process to complete the migration.

Businesses today find themselves in one of three scenarios: they are with another BSP and are hesitant to switch due to the risk of losing WhatsApp assets, they are already using WhatsApp on their phone but cannot integrate those conversations into a CRM, or they wish to start using WhatsApp but do not have a dedicated business number. This update effectively addresses all three situations.

• Migrate from any BSP without losing your phone number, display name, quality rating, templates, or OBA status.
• Reduce onboarding time from days (with manual porting) to minutes (with self-serve Embedded Signup).
• Sync up to 6 months of chat history when connecting via coexistence.
• Get started instantly with a 555 number if you currently lack a dedicated business phone number.
• Eliminate support tickets related to BSP migration, number porting, and asset loss.