# Setting up WhatsApp number in Yazi platform

### P**rerequisites to setup the WhatsApp number**

1. **Meta Business Manager:** You must have "Full Control" access to your company's [Meta Business Manager](https://business.facebook.com/)—this is where you manage your business’s Instagram & Facebook page, WhatsApp account, Ad Manager, and other Meta assets.
2. **SIM Card:** You need a SIM Card that can receive a **SMS** or a phone call. <mark style="background-color:yellow;">**Note that you can't use an existing phone number registered in your WhatsApp Business app**</mark>**.** You will need a separate, dedicated phone number for Yazi to use WhatsApp that you **can receive a call or OTP from.** This is a limitation with WhatsApp’s API.

{% embed url="<https://www.loom.com/share/97291fda3fed41acb8e53b77304aa557>" %}

## **Steps**

1. Create a Meta Developer account (if you don't have one already): <https://business.facebook.com/settings>
2. Signup in webapp at <https://app.askyazi.com/register>
3. Click 'Create New Organisation'
4. Write your company's name and click 'Create organisation'. This opens a Meta window that will allow you to create the WhatsApp profile

<div><figure><img src="https://358667285-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FzMRQUXiGQlBwWdg6WEmG%2Fuploads%2Fbr2ZIyhgQ9cwDRWubcCK%2FCreate%20Whatsapp.jpg?alt=media&#x26;token=2c673fde-71fc-45bb-b724-f623c0b6557b" alt=""><figcaption></figcaption></figure> <figure><img src="https://358667285-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FzMRQUXiGQlBwWdg6WEmG%2Fuploads%2FzrKRWMvzl8X6SvyjOmJq%2FYazi%20onboarding.jpg?alt=media&#x26;token=9a6bf049-3192-4640-b073-bf61eb11e11f" alt=""><figcaption></figcaption></figure></div>

## Setting Up a WhatsApp API Number via the Embedded Signup Method

{% stepper %}
{% step %}

### **Select a Business Portfolio**

**Select a Business Portfolio**

* Navigate to the Business Profile selection screen.
* Choose an existing Business Portfolio or create a new one to add your WhatsApp number.

<figure><img src="https://358667285-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FzMRQUXiGQlBwWdg6WEmG%2Fuploads%2FgR4fd5qyXPBSgGn8i1sN%2FScreenshot%202025-05-12%20at%2014.33.07%201.png?alt=media&#x26;token=976a87e7-8844-4968-8018-299cb751705e" alt="" width="338"><figcaption></figcaption></figure>
{% endstep %}

{% step %}

### **Create a New WhatsApp Business Account (if applicable)**

* If you don’t already have a WhatsApp Business Account, select "Create a new WhatsApp Business Account" and click **Next**.

<figure><img src="https://358667285-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FzMRQUXiGQlBwWdg6WEmG%2Fuploads%2Fec3t8OiWBJws20J04mnG%2FScreenshot%202025-05-12%20at%2014.33.52%201.png?alt=media&#x26;token=0a531653-282b-4f18-a5f6-7fe09ec84de0" alt="" width="337"><figcaption></figcaption></figure>
{% endstep %}

{% step %}

### **Enter Account Details**

* Provide the name of your WhatsApp Business Account (this is the name visible to customers).
* Optionally, add a business website or profile link.

<figure><img src="https://358667285-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FzMRQUXiGQlBwWdg6WEmG%2Fuploads%2FFD2YHbcraeSImuv02hlW%2FScreenshot%202025-05-12%20at%2014.34.09%201.png?alt=media&#x26;token=9bf77835-cf10-43c5-9efd-9b3699fef1c3" alt="" width="336"><figcaption></figcaption></figure>
{% endstep %}

{% step %}

### C**hoose Business Category**

Select the category that best fits your business from the dropdown menu.

<figure><img src="https://358667285-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FzMRQUXiGQlBwWdg6WEmG%2Fuploads%2FYfGGND29Py7nySytIyaL%2FScreenshot%202025-05-12%20at%2014.34.22%201.png?alt=media&#x26;token=4996dea8-7e51-4ec8-b02c-e775e717beb2" alt="" width="325"><figcaption></figcaption></figure>
{% endstep %}

{% step %}

### **Add Your Phone Number**

Enter the phone number you wish to use, ensuring the correct country code is selected.

<figure><img src="https://358667285-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FzMRQUXiGQlBwWdg6WEmG%2Fuploads%2FtW2E9kK7mNyaYlTmSU5b%2FScreenshot%202025-05-12%20at%2014.34.58%201.png?alt=media&#x26;token=620298d9-0f9f-4107-98ee-dbd8aa5ee5a8" alt="" width="340"><figcaption></figcaption></figure>
{% endstep %}

{% step %}

### **Verify Yazi as the Meta Tech Partner**

Confirm Yazi as your Meta-approved technology partner to proceed with setting up the account.

<figure><img src="https://358667285-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FzMRQUXiGQlBwWdg6WEmG%2Fuploads%2FUOwaFcJDcErW6hwSJKnf%2FScreenshot%202025-05-12%20at%2014.35.15%201.png?alt=media&#x26;token=595f37e6-f23d-40aa-aa7a-3d641ad82e5e" alt="" width="335"><figcaption></figcaption></figure>
{% endstep %}

{% step %}

### **Complete the Setup**

Follow the remaining on-screen instructions to finalise the setup and activate your WhatsApp Business API number.
{% endstep %}
{% endstepper %}

{% embed url="<https://app.tango.us/app/workflow/Setting-up-WhatsApp-number-in-Yazi-app-61f714b1477745d293f98a6b5a08f100>" %}