Connect WhatsApp

Link your WhatsApp Business number so Inbox, campaigns, templates, and automations work in UpScaleUp.io.

At a glance

Overview

  1. 1 On Home (or when setup is required), open Connect WhatsApp Business API.
  2. 2 Click Continue with Facebook (recommended). Complete the secure Facebook popup: pick or create a WhatsApp Business Account and phone number.
  3. 3 Wait for Connecting your WhatsApp account, then WhatsApp connected successfully → Go to Dashboard. Don’t reload mid-setup.
  4. 4 On Home, confirm Quality, Status, Msg Tier, Health, and META API look correct.
  5. 5 Optional: open WhatsApp Suite → Ice Breakers for first-chat prompts (see the Ice Breakers guide).

Step by step

Connect and verify

Start from Home, or later from your profile menu → WhatsApp Setup.

Continue with Facebook (recommended)

Takes about 2 minutes. Messaging access and webhooks are configured for you.

  1. 1 Primary button: Continue with Facebook under Instant Setup.
  2. 2 Keep the tab open until WhatsApp connected successfully, then Go to Dashboard.
  3. 3 If you use WhatsApp Business app coexistence, keep the WhatsApp Business app open while contacts and history sync.

Use Manual Setup

Prefer full control? Enter Meta credentials yourself (about 15 minutes).

  1. 1 Choose Use Manual Setup / Manual Setup → Enter your Meta credentials.
  2. 2 Fill App ID, Phone Number ID, Business ID, and Permanent Access Token, then Submit Meta Keys.
  3. 3 Review Display Number, Verified Name, Quality Rating, and Account status, then Generate webhook.
  4. 4 Copy Webhook URL and Verify token into Meta Business Manager → WhatsApp → Configuration → Webhooks, then Complete setup.

WhatsApp Setup page (after connect)

Profile menu → WhatsApp Setup (Cloud API integration).

  1. 1 Edit Business Profile (name, about, Business Type, photo, and more).
  2. 2 Review Integration Credentials and Meta Account Details.
  3. 3 Check Webhook Configuration and Setup Status (Integration Connected). Use Validate Webhook or Regenerate Webhook if inbound messages stop.
  4. 4 Manual integrations can Migrate to Managed Webhook → Migrate with Facebook when ready.

Health and status on Home

Use these labels to confirm you’re ready to message.

  1. 1 Health should read Healthy (or Disconnected / Webhook Inactive if something is wrong).
  2. 2 Also check Quality, Status, Msg Tier, and META API (Active, Degraded, Down, Maintenance, or Unknown).
  3. 3 Connected numbers show a Connected checkmark next to the display phone.

Tips

  • Continue with Facebook is the easiest path; Manual Setup is for pasting Meta keys yourself.
  • Don’t close the tab while Connecting your WhatsApp account is showing.
  • If Health is Webhook Inactive, open WhatsApp Setup and validate or regenerate the webhook.
  • Need help? Use Need help? Get free onboarding assistance on the connect panel.

Previous

Getting started

Next

Ice Breakers

Still stuck?

Message us from Help in the app, or contact support.

Contact support