How Onboarding Works

Two ways to get started — fresh WABA, or bring your existing WhatsApp Business app. We walk you through both, and we don't disappear after you click "connect."

What to expect

Most teams are live in under 10 minutes. The whole thing runs through Meta's official Embedded Signup — we never see your Facebook password, and you stay in control of your WABA and phone number the entire time. Meta bills you directly for any Cloud API usage; we don't add a markup on top.

New to WhatsApp Business

We'll create a brand-new WhatsApp Business Account for you.

Already using the WhatsApp Business app

Connect that same number and keep using the app on your phone, side-by-side with ConvoUp. Sometimes called Coexistence.

Standard onboarding (new WABA)

1

Sign in to ConvoUp

14-day free trial, no credit card.

2

Click "Connect WhatsApp"

We open Meta's Embedded Signup in a secure popup.

3

Pick your business

Choose or create a Meta Business Portfolio and a WhatsApp Business Account.

4

Add your phone number

Register a new number, or bring one that isn't already tied to another WABA. Verify with the OTP Meta sends.

5

Review permissions

Meta shows you exactly what ConvoUp is asking for. You approve the bits you want.

6

Back to ConvoUp

We confirm your WABA, phone number, templates, and webhook health, then drop you straight into the team inbox.

Tip: If you already have a Meta Business Portfolio (e.g. you're running Instagram or Facebook ads), reuse it — you won't have to re-verify your business.

A note on features

Some WhatsApp Business app features don't survive the move to Cloud API. Here's the honest version — this is a Meta side-effect, not a ConvoUp limitation, but we'd rather you know upfront.

FeatureAfter OnboardingNotes
1:1 chats
Full sync
Last 6 months. Edit / Revoke now supported.
Contacts
Full sync
All WhatsApp numbers in the address book.
Group chats
WBA only
Not synced to ConvoUp.
Disappearing messages
Turned off
For 1:1 chats.
View-once messages
Disabled
For 1:1 chats.
Live location
Disabled
For 1:1 chats.
Broadcast lists
Read-only
No new lists.
Voice / video calls
WBA only
Not in ConvoUp.
Catalog, status, marketing tools
WBA only
Not in ConvoUp.
Business profile (name, address, website)
WBA only
Edit from the app.

Pricing

Messages sent from the WhatsApp Business app stay free, the way they always have been.

Messages sent from ConvoUp (via Cloud API) are billed by Meta at standard Cloud API rates. Meta bills you directly. We don't add a markup.

Customer service windows

WhatsApp opens a 24-hour customer service window only when a user messages you after you've onboarded. If a user messages just before you onboard, you can only reply with a template message until they message you again post-onboarding. The 24-hour window applies to messages sent from ConvoUp (Cloud API). Messages sent from the WhatsApp Business app don't open, extend, or affect Cloud API windows, and they don't cost you anything on the API side.

Offboarding

You can't deregister a Coexistence number from Cloud API directly. The business owner disconnects from their phone:

Settings → Account → Business Platform → Disconnect Account

We get an account_update webhook with a PARTNER_REMOVED event and clean up our side automatically. If they ever want to come back, they just run Embedded Signup again — same flow, same number.

Common gotchas

131060"unsupported" on the first message.

Totally normal the first time a customer messages you after onboarding, or when a customer is on an unsupported companion device (Windows, Wear OS). It self-resolves in a few seconds. The customer should check their WhatsApp Business app for the message.

2593109"History sharing is turned off by the business."

They declined chat history sharing during onboarding. We can still run contacts sync and get new messages from the WBA — we just won't have the past 180 days of chats. They can re-onboard later if they change their mind.

Credit lineStuck credit line from a previous partner.

If the business used to work with another partner, they may need to settle the old credit line first. We can help you unblock it.

ThroughputThroughput feels slow on a Coexistence number.

Expected — they're capped at 20 mps by Meta. If you need more, ask us about a dedicated Cloud API number.

Not sure if you're ready? Check our WhatsApp Readiness Checklist first.

Frequently Asked Questions

Ready to get started?

Start your free trial — no credit card, no per-message markup, and we don't disappear after you connect. Or talk to us first if you're bringing a complex setup, multiple WABAs, or a regulated industry.

Chat with Sales