Setting up WhatsApp number in Yazi platform

Prerequisites to setup the WhatsApp number

1. Meta Business Manager: You must have "Full Control" access to your company's Meta Business Manager—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): 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

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.