Yazi docs
  • Setting up the WhatsApp API number
    • Setting up WhatsApp number in Yazi platform
      • Add a Payment Method
      • WhatsApp Profile
      • Get your business manager verified
      • Developer Portal method of setting up
  • Using Yazi's app
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      • AI Interview Campaign
        • AI Interview Prompt Template
    • Inviting Participants
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    • Results
      • Interview Transcript
      • Survey Results
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  • APIs & Integrations
    • Setting up event-triggers
  • WhatsApp API Pricing
    • Pricing
  • Security
    • Data Security - Executive Summary
    • Yazi Information Security Policy
    • Data Classification Policy
    • Yazi Security and Data Management Policies
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  • Yazi Process
    • 🎳Quality Control Plan for Yazi Research (Pty) Ltd
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On this page
  • Prerequisites to setup the WhatsApp number
  • Steps
  • Setting Up a WhatsApp API Number via the Embedded Signup Method
  • Select a Business Portfolio
  • Create a New WhatsApp Business Account (if applicable)
  • Enter Account Details
  • Choose Business Category
  • Add Your Phone Number
  • Verify Yazi as the Meta Tech Partner
  • Complete the Setup
  1. Setting up the WhatsApp API number

Setting up WhatsApp number in Yazi platform

NextAdd a Payment Method

Last updated 1 month ago

Prerequisites to setup the WhatsApp number

  1. Meta Business Manager: You must have "Full Control" access to your company's —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. Note that you can't use an existing phone number registered in your WhatsApp Business app. 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.

Steps

  1. Create a Meta Developer account (if you don't have one already):

  2. Signup in webapp at

  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

Setting Up a WhatsApp API Number via the Embedded Signup Method

1

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.

2

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.

3

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.

4

Choose Business Category

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

5

Add Your Phone Number

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

6

Verify Yazi as the Meta Tech Partner

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

7

Complete the Setup

Follow the remaining on-screen instructions to finalise the setup and activate your WhatsApp Business API number.

Meta Business Manager
https://business.facebook.com/settings
https://app.askyazi.com/register