Set Up Your Meta Business Account for WhatsApp
Set up your Meta Business Portfolio, add and verify your WhatsApp number, and generate a permanent access token for production-ready API access on the new Meta UI.
On this page
This is the Meta side of getting started — the part where most people get stuck because the dashboard recently changed. Follow it once and your WhatsApp number is production-ready.
The big concept: Business Portfolio#
Think of your Business Portfolio as the central building everything hangs off — Instagram, WhatsApp, ad accounts, and developer apps all live inside one portfolio so they can work together. Create this first; nothing connects without it.
Set it up#
Create your Business Portfolio
At
business.facebook.com— this is the hub everything else in this guide connects to. See How to Create a Facebook Business Manager Account for ChatSyncs for the full sign-up walkthrough if you don't have one yet.Create a Meta app
In the new UI, go to Business Messaging → "Connect with customers through WhatsApp" (this replaces the old "Other" option path).
Add your phone number
It must not already be active on any WhatsApp app. Verify it with the OTP, then set your display name.
Generate a permanent access token
The temporary developer token expires in ~1 hour and is not safe for production. Create a System User in
business.facebook.com(Settings → System User) and generate a token with the WhatsApp Business Messaging permission. See Access tokens for the full walkthrough.Confirm business verification status
You can start without it (250 unique customers/day); verify later to raise limits. See Business Verification & the Green Tick for the full application process and what to do if it's rejected.
About the webhook & "going live" parts#
The video continues into webhooks, going live, and sending messages via code/n8n. With ChatSyncs you don't have to do any of that by hand — connecting your number does the webhook and live-mode wiring for you. Those developer steps are covered separately in the Advanced module if you ever want to drive the API directly.
What's next#
Your Meta account is ready. Head to Getting Started and follow How to Connect Your Number to ChatSyncs to send your first message.
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