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    Developer APIREST endpoints for messages, contacts and templates.MCP serverConnect Claude, ChatGPT or Cursor to your account.
ChatSyncs Help Center

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© 2026 ChatSyncs

  • Overview
    • What Is Meta — and Why Do You Need a Facebook Account for WhatsApp?
    • What Is the WhatsApp Cloud API?
    • What Is a Meta Business Portfolio? (vs. Business Manager)
    • What Is a Meta Developer Account — and What Is an 'App'?
    • What Is a WABA (WhatsApp Business Account)?
    • Which WhatsApp Connection Method Is Right for You with ChatSyncs?
    • How to Connect Your WhatsApp Business App to ChatSyncs
    • What Is a BSP — and Can You Move to ChatSyncs From One?
    • Business Verification, Display Name, Green Tick — What's the Difference?
    • WhatsApp Business API Explained (And the Verification Myth)
    • Who Charges You for WhatsApp — Meta or ChatSyncs?
    • What WhatsApp API Pricing Really Means
    • WhatsApp Rules: How to Never Get Banned
  • Setup and Configuration
    • How to Connect Your Number to ChatSyncs
    • How to Connect Your WhatsApp Business App to ChatSyncs
    • How to Create a Facebook Business Manager Account for ChatSyncs
    • Set Up Your Meta Business Account for WhatsApp
    • How to Connect Your WhatsApp Account Manually (Alternative Method) in ChatSyncs
    • How to Add Payment Method for WhatsApp API Billing
    • How to Update Your WhatsApp Business Profile
    • How to Migrate from WhatsApp App to a ChatSyncs Business Account
    • How to Disconnect Another Partner From Your WhatsApp Number
    • How to Reconnect Your Disconnected ChatSyncs Account
    • How to Delete Your Phone Number on Meta
    • Transactions in ChatSyncs
  • Bot Settings
    • How Do I Configure General Bot Behavior with ChatSyncs?
    • How Do I Turn On Webhook Triggers for My Bot with ChatSyncs?
    • How Do I Set Up Business Hours for My Bot with ChatSyncs?
    • How Do I Configure Shared Inbox Settings for My Bot with ChatSyncs?
    • How Do I Automatically Add Subscribers to My Email Marketing List with ChatSyncs?
    • How Do I Save Subscriber Details to Google from My Bot with ChatSyncs?
    • How Do I Send an Automatic Email from My Bot with ChatSyncs?
    • How Do I Send an Automatic SMS from My Bot with ChatSyncs?
  • Subscriber Manager
    • What Is Subscriber Manager in ChatSyncs?
    • How Do I Manage Custom Fields, Labels, and Lists with ChatSyncs?
    • How Do I Import Subscribers Using a CSV File with ChatSyncs?
    • How Do I Add a Subscriber Manually with ChatSyncs?
    • How Do I Import Subscribers from Google Sheets with ChatSyncs?
    • How to Import Contacts from Google Contacts in ChatSyncs
  • Automation
    • How to Create a Keyword-Based WhatsApp Chatbot in ChatSyncs
    • How to Set Up Quick Actions (No Match, Get Started, and More) in ChatSyncs
    • How to Make a Chatbot Reply to Any Keyword in ChatSyncs
    • User Input Flow in ChatSyncs
    • WhatsApp Flow Forms in ChatSyncs
    • How to Connect a Bot Flow to External Systems in ChatSyncs
    • How to Build Automatic Follow-Up Chatbots on WhatsApp in ChatSyncs
    • How to Set Up Sales Sequence Chatbots in ChatSyncs
    • How to Add Clickable CTA Buttons in ChatSyncs
    • Audio Message in ChatSyncs
    • How to Add a WhatsApp Chat Widget to Your Website in ChatSyncs
    • How to Use User Input Flow in the Chat Widget in ChatSyncs
    • How to Add ChatSyncs Chat Widget to WordPress
  • Message Templates
    • Creating a WhatsApp Message Template in ChatSyncs
    • Why Templates Get Rejected and How to Fix Them in ChatSyncs
    • Character Limits for Media Message Templates in ChatSyncs
    • Guidelines for Utility and Marketing Templates in ChatSyncs
    • Understanding Conversations and Their Types in ChatSyncs
    • How to Create and Use Carousel Media Templates in ChatSyncs
    • Create Templates in WhatsApp Manager and Sync to ChatSyncs
    • Template Variables vs Custom Variables — What's the Difference with ChatSyncs?
    • Templates to Restart Conversations After Non-Working Hours in ChatSyncs
    • Understanding WhatsApp Quality Rating in ChatSyncs
  • Broadcasting
    • Send a Bulk Message to Many People
  • Shared Inbox
    • Introduction to Shared Inbox in ChatSyncs
    • Filter Conversations by Channel & Account in ChatSyncs
    • Organize Conversations with Labels, Views & Search in ChatSyncs
    • AI Translation & Message Rewrite in ChatSyncs
    • Team Collaboration & Agent Assignment in ChatSyncs
    • Messaging Tools: Canned Responses, Templates & Attachments in ChatSyncs
    • Follow-up Reminders & Message Sequences in ChatSyncs
    • Managing Customer Data with Custom Fields in ChatSyncs
    • Settings Menu: Groupchat Widget, Dark Mode, Follow-up List & More in ChatSyncs
    • Install ChatSyncs on Android
    • Install ChatSyncs on iOS
  • Webhooks
    • Webhook for Messages & Status Changes in ChatSyncs
    • Webhook on Keyword Trigger in ChatSyncs
    • Webhook on Button Click in ChatSyncs
    • Webhook for Input Flow in ChatSyncs
    • Webhook for WhatsApp Flows in ChatSyncs
  • Webhook Workflow
    • Create a Webhook Workflow in ChatSyncs
    • Webhook Automation Settings in ChatSyncs
    • Webhook Workflow Reporting in ChatSyncs
  • Integrations
    • How to Integrate Shopify for WhatsApp Automation in ChatSyncs
    • How to Connect Google to ChatSyncs
    • Google Sheet Fetch in ChatSyncs
    • How to Send Automated WhatsApp Messages on WP Form Submission in ChatSyncs
    • How to Set Up SMS Marketing in ChatSyncs
    • HTTP API Integration in ChatSyncs
    • Email Integration in ChatSyncs
    • How Do I Connect an SMTP Email Provider with ChatSyncs?
    • How Do I Connect Mailgun for Sending Email with ChatSyncs?
    • How Do I Connect Postmark for Transactional Email with ChatSyncs?
    • SMS Integration in ChatSyncs
    • How Do I Connect Twilio for SMS with ChatSyncs?
    • How Do I Connect Africa's Talking for SMS with ChatSyncs?
    • How Do I Connect a Custom SMS Gateway via HTTP GET with ChatSyncs?
    • Auto Responder Integration in ChatSyncs
    • How Do I Connect Brevo for Auto Responder with ChatSyncs?
    • How Do I Connect Mailchimp for Auto Responder with ChatSyncs?
    • How Do I Connect ActiveCampaign for Auto Responder with ChatSyncs?
    • How Do I Connect Mautic for Auto Responder with ChatSyncs?
  • AI Agents
    • How to Create Your First AI Agent in ChatSyncs
    • How to Train Your AI Chatbot in ChatSyncs
    • Agent Routing in ChatSyncs
    • AI Agent Actions in ChatSyncs
    • How Do I Restrict AI on Specific Keywords with ChatSyncs?
    • How Do I Auto-Assign Conversations to a Department with ChatSyncs?
    • How Do I Build a Multi-Agent AI Workforce with ChatSyncs?
  • Team Management
    • Introduction to Team Management in ChatSyncs
    • How to Add and Manage Team Members in ChatSyncs
    • How to Set Up User Roles and Permissions in ChatSyncs
    • Security in ChatSyncs
  • Account Safety
    • WhatsApp Account Bans: Causes and How to Stay Protected in ChatSyncs
    • How to Appeal a WhatsApp Business API Ban and Get Your Number Back in ChatSyncs
MCP ↗Developer API ↗
Browse guides
  • Overview
    • What Is Meta — and Why Do You Need a Facebook Account for WhatsApp?
    • What Is the WhatsApp Cloud API?
    • What Is a Meta Business Portfolio? (vs. Business Manager)
    • What Is a Meta Developer Account — and What Is an 'App'?
    • What Is a WABA (WhatsApp Business Account)?
    • Which WhatsApp Connection Method Is Right for You with ChatSyncs?
    • How to Connect Your WhatsApp Business App to ChatSyncs
    • What Is a BSP — and Can You Move to ChatSyncs From One?
    • Business Verification, Display Name, Green Tick — What's the Difference?
    • WhatsApp Business API Explained (And the Verification Myth)
    • Who Charges You for WhatsApp — Meta or ChatSyncs?
    • What WhatsApp API Pricing Really Means
    • WhatsApp Rules: How to Never Get Banned
  • Setup and Configuration
    • How to Connect Your Number to ChatSyncs
    • How to Connect Your WhatsApp Business App to ChatSyncs
    • How to Create a Facebook Business Manager Account for ChatSyncs
    • Set Up Your Meta Business Account for WhatsApp
    • How to Connect Your WhatsApp Account Manually (Alternative Method) in ChatSyncs
    • How to Add Payment Method for WhatsApp API Billing
    • How to Update Your WhatsApp Business Profile
    • How to Migrate from WhatsApp App to a ChatSyncs Business Account
    • How to Disconnect Another Partner From Your WhatsApp Number
    • How to Reconnect Your Disconnected ChatSyncs Account
    • How to Delete Your Phone Number on Meta
    • Transactions in ChatSyncs
  • Bot Settings
    • How Do I Configure General Bot Behavior with ChatSyncs?
    • How Do I Turn On Webhook Triggers for My Bot with ChatSyncs?
    • How Do I Set Up Business Hours for My Bot with ChatSyncs?
    • How Do I Configure Shared Inbox Settings for My Bot with ChatSyncs?
    • How Do I Automatically Add Subscribers to My Email Marketing List with ChatSyncs?
    • How Do I Save Subscriber Details to Google from My Bot with ChatSyncs?
    • How Do I Send an Automatic Email from My Bot with ChatSyncs?
    • How Do I Send an Automatic SMS from My Bot with ChatSyncs?
  • Subscriber Manager
    • What Is Subscriber Manager in ChatSyncs?
    • How Do I Manage Custom Fields, Labels, and Lists with ChatSyncs?
    • How Do I Import Subscribers Using a CSV File with ChatSyncs?
    • How Do I Add a Subscriber Manually with ChatSyncs?
    • How Do I Import Subscribers from Google Sheets with ChatSyncs?
    • How to Import Contacts from Google Contacts in ChatSyncs
  • Automation
    • How to Create a Keyword-Based WhatsApp Chatbot in ChatSyncs
    • How to Set Up Quick Actions (No Match, Get Started, and More) in ChatSyncs
    • How to Make a Chatbot Reply to Any Keyword in ChatSyncs
    • User Input Flow in ChatSyncs
    • WhatsApp Flow Forms in ChatSyncs
    • How to Connect a Bot Flow to External Systems in ChatSyncs
    • How to Build Automatic Follow-Up Chatbots on WhatsApp in ChatSyncs
    • How to Set Up Sales Sequence Chatbots in ChatSyncs
    • How to Add Clickable CTA Buttons in ChatSyncs
    • Audio Message in ChatSyncs
    • How to Add a WhatsApp Chat Widget to Your Website in ChatSyncs
    • How to Use User Input Flow in the Chat Widget in ChatSyncs
    • How to Add ChatSyncs Chat Widget to WordPress
  • Message Templates
    • Creating a WhatsApp Message Template in ChatSyncs
    • Why Templates Get Rejected and How to Fix Them in ChatSyncs
    • Character Limits for Media Message Templates in ChatSyncs
    • Guidelines for Utility and Marketing Templates in ChatSyncs
    • Understanding Conversations and Their Types in ChatSyncs
    • How to Create and Use Carousel Media Templates in ChatSyncs
    • Create Templates in WhatsApp Manager and Sync to ChatSyncs
    • Template Variables vs Custom Variables — What's the Difference with ChatSyncs?
    • Templates to Restart Conversations After Non-Working Hours in ChatSyncs
    • Understanding WhatsApp Quality Rating in ChatSyncs
  • Broadcasting
    • Send a Bulk Message to Many People
  • Shared Inbox
    • Introduction to Shared Inbox in ChatSyncs
    • Filter Conversations by Channel & Account in ChatSyncs
    • Organize Conversations with Labels, Views & Search in ChatSyncs
    • AI Translation & Message Rewrite in ChatSyncs
    • Team Collaboration & Agent Assignment in ChatSyncs
    • Messaging Tools: Canned Responses, Templates & Attachments in ChatSyncs
    • Follow-up Reminders & Message Sequences in ChatSyncs
    • Managing Customer Data with Custom Fields in ChatSyncs
    • Settings Menu: Groupchat Widget, Dark Mode, Follow-up List & More in ChatSyncs
    • Install ChatSyncs on Android
    • Install ChatSyncs on iOS
  • Webhooks
    • Webhook for Messages & Status Changes in ChatSyncs
    • Webhook on Keyword Trigger in ChatSyncs
    • Webhook on Button Click in ChatSyncs
    • Webhook for Input Flow in ChatSyncs
    • Webhook for WhatsApp Flows in ChatSyncs
  • Webhook Workflow
    • Create a Webhook Workflow in ChatSyncs
    • Webhook Automation Settings in ChatSyncs
    • Webhook Workflow Reporting in ChatSyncs
  • Integrations
    • How to Integrate Shopify for WhatsApp Automation in ChatSyncs
    • How to Connect Google to ChatSyncs
    • Google Sheet Fetch in ChatSyncs
    • How to Send Automated WhatsApp Messages on WP Form Submission in ChatSyncs
    • How to Set Up SMS Marketing in ChatSyncs
    • HTTP API Integration in ChatSyncs
    • Email Integration in ChatSyncs
    • How Do I Connect an SMTP Email Provider with ChatSyncs?
    • How Do I Connect Mailgun for Sending Email with ChatSyncs?
    • How Do I Connect Postmark for Transactional Email with ChatSyncs?
    • SMS Integration in ChatSyncs
    • How Do I Connect Twilio for SMS with ChatSyncs?
    • How Do I Connect Africa's Talking for SMS with ChatSyncs?
    • How Do I Connect a Custom SMS Gateway via HTTP GET with ChatSyncs?
    • Auto Responder Integration in ChatSyncs
    • How Do I Connect Brevo for Auto Responder with ChatSyncs?
    • How Do I Connect Mailchimp for Auto Responder with ChatSyncs?
    • How Do I Connect ActiveCampaign for Auto Responder with ChatSyncs?
    • How Do I Connect Mautic for Auto Responder with ChatSyncs?
  • AI Agents
    • How to Create Your First AI Agent in ChatSyncs
    • How to Train Your AI Chatbot in ChatSyncs
    • Agent Routing in ChatSyncs
    • AI Agent Actions in ChatSyncs
    • How Do I Restrict AI on Specific Keywords with ChatSyncs?
    • How Do I Auto-Assign Conversations to a Department with ChatSyncs?
    • How Do I Build a Multi-Agent AI Workforce with ChatSyncs?
  • Team Management
    • Introduction to Team Management in ChatSyncs
    • How to Add and Manage Team Members in ChatSyncs
    • How to Set Up User Roles and Permissions in ChatSyncs
    • Security in ChatSyncs
  • Account Safety
    • WhatsApp Account Bans: Causes and How to Stay Protected in ChatSyncs
    • How to Appeal a WhatsApp Business API Ban and Get Your Number Back in ChatSyncs
MCP ↗Developer API ↗
DocumentationSetup and Configuration

How to Connect Your Number to ChatSyncs

The easiest way to connect a phone number to ChatSyncs — Embedded Signup turns any number into a WhatsApp Business number automatically, with no technical setup needed.

On this page
  • Before you start
  • Connect a brand-new number (Cloud API)
  • Frequently asked

First, pick your path:

  • If you want to keep using WhatsApp on your phone (the Business App) and ChatSyncs at the same time, see How to Connect Your WhatsApp Business App to ChatSyncs instead.
  • If your number is already active on the WhatsApp app and you want to move it onto ChatSyncs instead of keeping both, see How to Migrate from WhatsApp App to a ChatSyncs Business Account instead.
  • If you want a brand-new number used only on ChatSyncs, not on your phone, keep reading — this page covers that path.

Before you start#

  • A Facebook account with access to the business.
  • A phone number not already active on WhatsApp or WhatsApp Business (if it was, delete that number from WhatsApp permanently and wait a few hours first).
  • A Meta Business Portfolio — the account container that holds your business's WhatsApp setup. Embedded signup can create one for you on the spot if you don't have one yet (just a name, your first/last name, and a website).

Connect a brand-new number (Cloud API)#

Video walkthrough: connecting a virtual number via the Cloud API.
  1. 1

    Open Connect WhatsApp

    Go to Connect Account, under Business Accounts click Connect WhatsApp, then pick the green Embedded Onboarding (One Click) card and click Connect with Embed Onboarding (the blue Create Your Own API Connection card is the manual path — see How to Connect Your WhatsApp Account Manually (Alternative Method)).

    Business Accounts page with Embedded Onboarding (One Click) card and Create Your Own API Connection card side by side
    Business Accounts — Embedded Onboarding (recommended) vs. Create Your Own API Connection.
  2. 2

    Choose catalog permissions

    If you've already set up a product catalog and want to share its permissions, click Connect With Catalog — otherwise click Connect Without Catalog. Either opens Meta's popup.

    Connect With Catalog and Connect Without Catalog buttons under the Embedded Onboarding card
    Connect With Catalog vs. Connect Without Catalog.
  3. 3

    Log in with Facebook

    Meta's popup opens. Log in if you aren't already, then click Continue.

    Facebook Login for Business popup: Seamlessly connect your account to ChatSyncs, with a Continue button
    Meta's embedded signup consent screen — click Continue to proceed.
  4. 4

    Select or create a Business Portfolio

    Pick an existing portfolio from the dropdown, or click Create a Business Portfolio if you don't have one — it only asks for a portfolio name, your first/last name, and a website.

    Select the business assets to share with ChatSyncs, with Create a Business portfolio option highlighted
    Select the business portfolio to share with ChatSyncs.
  5. 5

    Pick 'Create a WhatsApp Business account'

    With the portfolio selected, open the WhatsApp Business account dropdown — you'll see two options:

    • Create a WhatsApp Business account (first option) → a brand-new number, usable only on ChatSyncs, not on your phone. Pick this one.
    • Connect a WhatsApp Business App (second option) → this is the How to Connect Your WhatsApp Business App to ChatSyncs path instead, for keeping a number on your phone too — don't pick this here.

    Any number shown crossed out is already connected somewhere else and can't be picked.

    WhatsApp Business account dropdown with Create a WhatsApp Business account and Connect a WhatsApp Business App options highlighted, and existing numbers Lakshit Number and Lakshit Ukani Assistant crossed out
    The WhatsApp Business account dropdown — first option keeps the number ChatSyncs-only, second option is Coexistence. Crossed-out numbers are already connected elsewhere.
  6. 6

    Enter business information

    Click Next, then fill in the Name, Category, and Website for the new asset (Country and Time zone are carried over from your portfolio).

    Enter business information for new assets form with Name, Category, Country, Website, and Time zone fields
    Business information for the new WhatsApp Business account.
  7. 7

    Add a new number

    Choose Add a new number (the alternative, Use a display name only, uses a shared Meta test number where people only ever see your display name — not a real number).

    Add your WhatsApp phone number screen with Use a display name only and Add a new number options
    Add a new number, rather than using a display name only.
  8. 8

    Enter the number, display name, and verify

    Enter your country and phone number, then the WhatsApp Business display name — this is what customers see at the top of the chat on every message, so get it right. Choose Text message or Phone call to receive your verification code, click Next, then enter the code you receive.

    Phone number field, WhatsApp Business display name field, and Text message / Phone call verification options
    Phone number, WhatsApp Business display name, and verification method.
  9. 9

    Done

    Meta confirms the connection — click Finish to return to ChatSyncs, where the number shows up under your connected Business Accounts.

    Your account is connected confirmation screen with a Finish button
    Meta's final confirmation once the account is connected.

Once a number is connected via Cloud API, it can no longer be used in the standard WhatsApp or WhatsApp Business app on a phone. Use a dedicated business number — or use How to Connect Your WhatsApp Business App to ChatSyncs instead if you need to keep using the app.

Frequently asked#

What's the difference between the Cloud API path and Coexistence?

Cloud API connects a brand-new virtual number dedicated to ChatSyncs — once connected, that number can't be used in the regular WhatsApp app anymore. Coexistence links your existing WhatsApp Business App number instead, so you keep using the app on your phone while ChatSyncs automates on the same number. See How to Connect Your WhatsApp Business App to ChatSyncs for that path.

I got an error saying I need to unlink my number first — what do I do?

Your number is already linked to a different platform/partner. See How to Disconnect Another Partner From Your WhatsApp Number for the full steps, then re-enter your number.

I don't have a Meta Business Portfolio yet — do I need to create one first?

No — embedded signup can create one for you inline during the flow. It only asks for a portfolio name, your first/last name, and a website. See How to Create a Facebook Business Manager Account for ChatSyncs if you'd rather set it up ahead of time.

What if embedded signup isn't available for my account?

Use How to Connect Your WhatsApp Account Manually (Alternative Method) instead — it takes more steps but gives full visibility into every credential.

Watch the video lesson

Video lesson · 1:58What Do I Need to Connect My WhatsApp Number to ChatSyncs? Video lesson · 2:34Disconnect Your Number from ChatSyncs | Step-by-Step Guide

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PreviousSetup and Configuration in ChatSyncsNext How to Create a Facebook Business Manager Account for ChatSyncs

On this page

  • Before you start
  • Connect a brand-new number (Cloud API)
  • Frequently asked