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Help Center/Connections & integrations/Connecting WhatsApp Business (Meta Cloud API)

Connecting WhatsApp Business (Meta Cloud API)

Connect your authorized WhatsApp Business account through Meta to receive and answer customer messages inside Bambook and send approved templates to leads.

19 Aug 2026

The WhatsApp Business connection is not on the marketing "Connections" page but in the Sales department, because it serves Tal: conversations customers open arrive in the inbox in real time, and you reply from the system or send approved templates.

Open "WhatsApp Business"

In the sales department side menu click WhatsApp Business. Before connecting you will see "No WhatsApp Business account connected yet" with the three steps of the process.

Click "Connect WhatsApp Business"

Meta's official sign-up flow opens: log in to Facebook, choose your WhatsApp Business account (WABA) and the authorized phone number.

Finish the sign-up

At the end you will see "WhatsApp Business connected successfully". Cancelling midway shows "Sign-up cancelled" and you can start again.

Check the account details

After connecting you will see the phone number, verified business name, WABA id and quality rating, plus a table of approved message templates (name, language, category, status).

Send and reply to leads

Conversations customers open appear in the "WhatsApp conversations" inbox. Within the 24-hour service window you reply freely; outside it you send an approved template. Every action is logged on the lead.

Note: Message templates are not created inside Bambook - create them in Meta's WhatsApp Manager and they appear here for display. If there are none you will see "No templates in the account yet".

Tip: Seeing "Meta app details are not configured in this environment"? The connection is not available in your environment - that is a system setting, contact support.

Did not find an answer?

The Bambook support team replies within one business day. Tell us what you tried to do, on which screen, and attach a screenshot if you have one.

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In this guide
  1. 1. Open "WhatsApp Business"
  2. 2. Click "Connect WhatsApp Business"
  3. 3. Finish the sign-up
  4. 4. Check the account details
  5. 5. Send and reply to leads
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