Setting Up a WhatsApp Business Account

Modified on Thu, 9 Jul at 10:40 AM

    Setting Up Your WhatsApp Business Account

    With your WhatsApp Business Account, you offer applicants a fast, direct way to get in touch while maintaining a professional brand presence.
    Here you will find step-by-step instructions on how to set up your account and connect it with ChatAgent.


    Requirements

    Before you get started, please make sure that:

    • you are using your own phone number (mobile or landline) – service numbers, 0800 numbers, or IVR numbers are not supported
    • your Facebook Business Account is active
    • you use the registration link from PitchYou to create your 360dialog account

    Important: The phone number must not yet be connected to a WhatsApp account. If it is, delete that account first and uninstall WhatsApp from the device.


    Your Phone Number

    • The number must be able to receive a one-time verification code via SMS or phone call (including from abroad).
    • This number will later be displayed in the chat with applicants. Consider what should happen if someone calls you directly on this number.


    Preparation in Your Facebook Business Account

    • Make sure you have admin rights in your Facebook Business Account.
    • If you don't have a Business Account yet, you can create one here: Facebook Business Help

    If you are already using a 360dialog account with a different number (e.g. with another partner), you will need to create a new separate account via the PitchYou link.


    Setup in 360dialog

    1. Open the registration link you received from PitchYou.
    2. Create your account with your email address and a password.
    3. Confirm the verification link you receive by email.
    4. After verification, you can finalize your account by clicking "Create Account".
    5. Then select "No" 3 times and confirm with "Confirm number details".


    Setup via Meta (Facebook / WhatsApp)

    1. A Facebook window will open automatically (disable your popup blocker if necessary).
    2. Click through using "Get started" and "Continue".
    3. Select your Facebook business account.
    4. Define your WhatsApp Business profile (display name + business category).
    5. Select "Add a new number" and enter your phone number including the country code.
    6. Choose whether you would like to receive the verification code by SMS or phone call.
    7. Enter the code and confirm by clicking "Verify".

    Note: The process may take a few minutes (usually 3–5 minutes).
    If no confirmation appears after 30 minutes, please create a support ticket with 360dialog: How do I create a support ticket?


    Final Step: Setting Up Your WhatsApp Profile

    1. Go to business.facebook.com
    2. Click the gear icon in the top left → Business Settings
    3. Select your business account
    4. Click Accounts → WhatsApp Accounts on the left
    5. Select the correct group → Settings / WhatsApp Manager
    6. Click on Phone Numbers → Gear Icon → Profile

    Here you can customize your profile:

    • Profile picture: 640 × 640 pixels (displayed to applicants)
    • Add a business description and other information


    All done!

    Your WhatsApp Business Account has now been successfully set up and connected to PitchYou.
    Your channel is now available for applicants to submit direct applications via WhatsApp!

    Was this article helpful?

    That’s Great!

    Thank you for your feedback

    Sorry! We couldn't be helpful

    Thank you for your feedback

    Let us know how can we improve this article!

    Select at least one of the reasons
    CAPTCHA verification is required.

    Feedback sent

    We appreciate your effort and will try to fix the article