How do I create a WhatsApp channel?

Last updated: November 5, 2026

Create a WhatsApp channel to connect your WhatsApp Business account to Whippy so your team can manage WhatsApp conversations from the shared inbox.

Before you start

  • Confirm you have permission to manage channels.

  • Have your business address ready.

  • Choose whether the channel will use Twilio or Meta WhatsApp.

  • Use a phone number that is not currently registered in the WhatsApp mobile app.

Steps

  1. Go to Organization Settings.

  2. Select Channels.

  3. Click Add channel.

  4. Enter the channel name, emoji, description, business address, and Google Place ID.

  5. Select WhatsApp as the channel type.

  6. Select the communication provider: Twilio or Meta WhatsApp.

  7. Complete the provider authentication steps.

  8. Select the sending phone number.

  9. Review the channel details.

  10. Click Complete to create the channel.

  11. If using Meta WhatsApp, finish any required setup in Meta Business Settings.

Tips

  • Do not use a number that is active in the WhatsApp mobile app.

  • Complete Meta Business verification before using the Meta provider.

  • Have your WhatsApp PIN ready before starting Meta setup.

  • After creation, configure business hours, autoresponses, and users.

  • Use approved templates for outbound messages outside the WhatsApp customer service window.

Troubleshooting

  • If the number cannot be registered, remove it from the WhatsApp mobile app or use a clean number.

  • If Meta verification fails, confirm the WhatsApp PIN and Meta Business setup.

  • If Twilio credentials fail, confirm the Account SID and Auth token or use managed authentication.

  • If the channel is created but inactive, complete the remaining Meta onboarding steps.