Here’s the link to the WhatsApp Onboarding video guide in English for your reference:

https://www.youtube.com/watch?v=stKXcZCg5I8

Here’s the link to the WhatsApp Onboarding video guide in Hindi for your reference:

https://youtu.be/pHhDvBcJpFI

Step 1. Create a Meta Business Account

• Log in with your personal Facebook account at business.facebook.com.

• Create a Meta Business Account.

• Please refer to this link for creating a Business Portfolio in Meta Business Suite: https://msg91.com/help/whatsapp/how-to-begin-with-whatsapp

• Under this account, create a Business Portfolio and complete Meta verification: https://msg91.com/help/whatsapp/how-to-get-your-business-account-verified-on-whatsapp

Step 2. Log in to MSG91

• Sign in to your MSG91 account.

• Navigate to WhatsApp → Number tab.

• Click Add Number.

• You will see two options:

• Add New & Migrate Number

• Connect WhatsApp Business App Number (works with both the WhatsApp Business mobile app and Meta)

• We will proceed with Add New Number.

Requirements:

• Your Meta business account must be verified.

• You must have owner access.

• The WhatsApp number you plan to use must not be active on regular WhatsApp.

Step 3. Connect Your Meta Business

• Select the Facebook ID that owns your verified Business Portfolio and click Continue → Get Started.

• Choose the Business Portfolio where you want to add the number.

• Or, If you wish to create a new business portfolio then please refer this help doc (https://msg91.com/help/whatsapp/how-to-begin-with-whatsapp)

• Review the Business Name, Website URL, and Country.

• Click Next.

Step 4. Add or Create a WhatsApp Business Account

• Choose to add a new WhatsApp number or connect an existing WhatsApp Business Account.

• If you don’t have one, click Create Business WhatsApp Account.

• Click Next.

Step 5. Enter WhatsApp Business Details

• Provide a WhatsApp Business Account Name and a Display Name (this is visible to customers).

• Select your Business Category.

• Click Next.

Step 6. Add and Verify the Number

• Click Add New Number.

• Select the Country Code and enter the WhatsApp number you wish to add.

• Choose a verification method (call or SMS) and click Next.

• Enter the verification code and click Continue.

• Wait for the connection to complete, then click Finish.

• Your number is now being added—this may take a few minutes.

Step 7. Set Up Wallet & Auto-Recharge

• Before sending messages:

• Add a prepaid amount to your WhatsApp wallet.

• Enable Auto-Recharge to avoid message failures.

Example:

• Set Threshold = ₹10,000, Recharge Amount = ₹50,000.

• When the balance drops to ₹10,000, the system will auto-recharge ₹50,000 from your main wallet.

• Click Save & Next.

Step 8. Optional: Enable Two-Way Communication

• To use an AI chatbot for automatic responses, enable the Hello option.

• Tick the checkbox and click Save & Next.

Step 9. Final Steps

• Your WhatsApp number will appear in MSG91 and may take a short time to become active.

• Once active, you can start creating and sending WhatsApp message templates.

• You have successfully completed the Meta WhatsApp account onboarding process.

• Thank you for connecting with us, and enjoy using MSG91 WhatsApp services!

Create templates for the messages that you wish to send either via MSG91 or directly in Meta. 

Once the templates are approved on Meta, they will be synced in your MSG91 dashboard and you can use them to send messages. HelpDoc

• Utility conversations - Facilitate a specific, agreed-upon request or transaction or update to a customer about an ongoing transaction, including post-purchase notifications and recurring billing statements

• Authentication conversations - Enable businesses to authenticate users with one-time passcodes, potentially at multiple steps in the login process (e.g., account verification, account recovery, integrity challenges)

• Marketing conversations - Include promotions or offers, informational updates, or invitations for customers to respond/take action. Any conversation that does not qualify as utility or authentication is a marketing conversation.

Step 11 :- If you want the Curl for the specific WhatsApp template, you can directly get it from the template section <> .

For more help, you can refer to the FAQs.

• User-Initiated Conversation: A conversation that initiates in response to a user message. Whenever a business replies to a user within the 24-hour customer service window, that message will be associated with a user-initiated conversation. Businesses can send free-form messages within this 24-hour customer service window.

• Business-Initiated Conversation: A conversation that initiates by a business sending a user a message outside the 24-hour customer service window. Messages that initiate a business-initiated conversation will require a message template.

• Service conversations – all user-initiated conversations will be categorized as service conversations, which help customers resolve inquiries.

• One session will comprise 24 hrs. Unlimited messages can be exchanged during a 24-hour conversation without an extra fee.