Get Your Business WhatsApp-Ready

A quick pre-flight check before you connect WhatsApp to Convoup.
01

Your Business Identity

Make sure Meta can understand who your business is.

Business name
Business address
Business phone
Business email
What your business does
Consistent business information across platforms
02

Your Online Presence

Your website is your business’s digital storefront.

Live website
HTTPS enabled
Home page
About page
Products or services page
Contact page
Privacy Policy
Terms & Conditions where applicable
Mobile-friendly experience
No placeholder or incomplete content

Your website doesn’t need to be complicated. It needs to clearly show who you are, what you offer, and how customers can reach you.

03

Your Business Phone

This is the number your customers will use to reach you on WhatsApp.

Business-controlled number
Active and in service
Can receive SMS or voice calls
Correct country code
Accessible during onboarding

Already using this number on WhatsApp? Don’t delete your account before checking your available migration or coexistence options.

04

Your Meta Business Setup

Think of your Meta Business Portfolio as the control room for your business assets.

Meta account
Business Portfolio
Correct admin access
Accurate business information
Existing WhatsApp Business Account, if applicable
05

Your WhatsApp Identity

Choose the name your customers should recognize.

WhatsApp display name
Business description
Business category
Consistent branding with your other channels
06

Your Messaging Plan

Before connecting, know why you’re using WhatsApp.

Customer support
Order updates
Appointment reminders
Transactional notifications
Opted-in marketing communications

Don’t start with “How many messages can I send?” Start with “What value am I providing to my customer?”

07

Your Customer & Data Readiness

Make sure your practices are compliant and customer-friendly.

Appropriate customer opt-in process
Privacy practices in place
Data handling information available
Support process defined
Legitimate messaging use cases
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Ready

Not quite there yet

No problem. Review the sections above and come back when you’re ready. We’ll be here.

Ready to connect?

Start your free trial or talk to our team about your setup.

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