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This walkthrough follows the embedded signup path - Meta’s hosted onboarding flow, reached from Connect with Provider in the console. It is the fastest way to attach a number, because Meta creates the WhatsApp Business Account and issues the access token for you. If you would rather enter your WABA ID, Phone Number ID, and access token by hand, use Manual Setup instead and follow the BYON guide.
Before you start, have a phone number that can receive SMS or a voice call and is not currently registered on the WhatsApp or WhatsApp Business consumer app. See Prerequisites.

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Connect a channel

1

Open Messaging in the console

Everything WhatsApp lives under Messaging in the console sidebar. Start at the overview, then open Inbox.
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Until a channel exists, the Inbox shows an empty state. Click Connect Channel.
Empty Inbox state reading Connect your first WhatsApp channel, with a Connect Channel button

Messaging → Inbox with no channel connected yet

The same Connect Channel button is on Messaging → Channels at https://console.vobiz.ai/app/messaging/channels.
2

Choose the connection method

Choose Connect with Provider to use Meta’s hosted flow.
Connect Your Business Channel dialog with Connect with Provider and Manual Setup options
3

Log in to Facebook

A Facebook popup opens. Sign in with the account that administers your Meta Business Account - a personal account with no admin role on the business will get through login and then stall at the next screen.
Facebook login popup window showing email address and password fields, a Log in button, and a Create new account option

Meta's login popup, opened by Connect with Provider

If the popup never appears, your browser blocked it. Allow popups for console.vobiz.ai and click Connect with Provider again.
4

Grant access to Meta

Meta asks you to connect your business account to Vobiz. Review the Cloud API terms and click Continue.
Meta onboarding dialog asking to connect your business account to Vobiz
5

Add your WhatsApp number

Select Enter a new phone number, pick the country code, and type the number you want to use for WhatsApp Business. Click Next.
Meta dialog for adding a WhatsApp phone number with country code and number fields
A WhatsApp number can be attached to exactly one provider at a time. If the number is already live with another provider, deregister it there first.
6

Verify the number

Meta sends a six-digit code and defaults to text message.
Meta verify your phone number step showing six verification code boxes and a note that you can request a new code and change your verification method in 56 seconds

Meta's verification step, defaulting to SMS

If you are verifying a Vobiz number, SMS will not arrive - a Vobiz DID is a cloud number with no SIM behind it. Wait out the countdown, use change your verification method, and pick Phone call instead.You then need somewhere to answer that call. Open the Vobiz WebRTC Playground, connect it with your Auth ID and Auth Token, and attach the number to the playground application - the browser tab rings and reads you the code.

How to Receive an Inbound Call in Your Browser

Step-by-step: connect the playground, attach your DID, and answer the verification call in a browser tab. Set this up before you request the call.
7

Confirm the channel is connected

When Meta finishes, the dialog closes and your channel appears in Messaging → Channels with a Connected status, showing your display name and phone number.

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Collect your API credentials

Everything in the console is also available over the REST API. Your Auth ID and Auth Token are on the console dashboard, and the same pair authenticates both the Voice and WhatsApp APIs.
API credentials card on the Vobiz dashboard showing Auth ID and a masked Auth Token
Send them as X-Auth-ID and X-Auth-Token headers on every request:
The id in that response is your channel_id - you need it to send messages and to create campaigns. See API Authentication.
The Auth Token is a secret. Keep it server-side, store it in an environment variable, and never ship it in client-side code.

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Where everything lives

Once the channel is connected, the rest of the product sits under Messaging in the sidebar.
Vobiz console sidebar showing the Messaging section with Overview, Inbox, Campaigns, Contacts, Channels, Templates, Webhooks, and Quick Replies
A good order to work through it:
  1. Templates - get one approved, because your first message to any new contact must be a template.
  2. Contacts - add the people you want to reach, and tag them. Campaigns target by tag.
  3. Campaigns - send an approved template to a tagged audience.
  4. Inbox - handle the replies. A reply opens the 24-hour window, so you can answer with free-form text.
  5. Quick Replies - saved responses agents insert by typing / in the composer.
  6. Webhooks - forward message.inbound and message.status events to your own server.

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Send your first message

With the number verified, three screens take you from an empty account to a delivered message.
1

Create a template

Go to Messaging → Templates and click Create Template.
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Create Message Template dialog with fields for template name, category, language, optional header, body with numbered placeholders, optional footer, a live message preview, and a Submit for Review button

Create Message Template

Name it in lowercase_snake_case, pick the category that matches what the copy actually does, and use numbered placeholders - {{1}}, {{2}} - in the body. Click Submit for Review.Meta reviews it, not Vobiz. Approval usually takes minutes; the categories and the rejection reasons are covered in Fixing the errors Meta returns below.
2

Add a contact

Go to Messaging → Contacts and click Add Contact.
Add Contact form with a country code selector, phone number field, name field, and a tags field with an Add button

Add Contact

Pick the country code, enter the number, and give the contact a name.
Add tags now, even for a single test contact. Campaigns target by tag, so an untagged contact list cannot be broadcast to later.
3

Send the message

Go to Messaging → Inbox and start a New Conversation.
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New Conversation dialog with a recipient field, a matched contact card showing a name, number and tags, and a template selector below

New Conversation - start with an approved template

Type the recipient’s number, pick the matching contact, choose an approved template, and fill in any variables it declares.
Your first message to any contact must be a template. Free-form text is only allowed inside the 24-hour window that opens when the contact replies to you.
The conversation opens in the Inbox and the message shows a delivery status. If it shows as failed instead, the reason will be one of the errors below.

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Fixing the errors Meta returns

Templates and sends are approved by Meta, not by Vobiz, so the rules below come from the WhatsApp Business Platform. These three account for almost every failure on a new account.

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”This template is named after a sample template”

Create Message Template form showing a Meta error that the template name is reserved for a default sample template
Every WhatsApp Business Account is created with a sample template called hello_world, so Meta reserves that name and returns subcode 2388155 if you try to reuse it. Pick a different name in lowercase_snake_case - for example order_update_v1.
That reserved hello_world template is already approved on your account. Run Sync templates to pull it into Vobiz, and you have a guaranteed-working template to test your first send with - no parameters, language en_US.

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A template is rejected within seconds

Template list showing a template with Utility category in Rejected status
An instant rejection - no review queue - almost always means the category does not match the content. Meta classifies the copy automatically and rejects the submission when it disagrees with the category you picked. A plain “welcome to our service” message has no transaction behind it, so it belongs in MARKETING. Submitting it as UTILITY is the single most common cause of an instant rejection. Two more things to check before you resubmit:
  • Use numbered placeholders. Meta expects {{1}}, {{2}} in the body - not named ones like {{name}}.
  • Provide example values. A template with a variable and no sample value is rejected.
Rejected names cannot be reused, so submit the corrected template under a new name.

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A campaign completes, but the message failed

Campaign details panel showing status Completed with one recipient, zero sent, and one failed
Completed means the campaign finished working through its recipient list - it is not a success count. Read the four counters below it. In the panel above, Sent is 0 and Failed is 1, which means the message was rejected before WhatsApp ever accepted it. The per-recipient reason is on the campaign recipients endpoint, in the error_code and error_desc fields:
A 60-second way to tell account problems from template problems. Send the pre-approved hello_world template to your own number. If it also fails, the problem is account-level - usually 131042 or 133010, and nothing is wrong with your template. If it goes through, the problem is in your own template’s language code or variables.

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Next steps