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Connect WhatsApp to Zymbler

The OAuth + Embedded Signup walkthrough, step by step.

7 min readUpdated By the Zymbler team

Zymbler uses Meta's Embedded Signup — a single popup that walks you through creating (or selecting) a WhatsApp Business Account, adding a phone number, setting a Display Name, and granting Zymbler the access tokens it needs. End-to-end, it's about ten minutes.

Note
Before you start
Make sure you've already:

The connection flow

  1. In Zymbler: Channels → Connect WhatsApp

    Click Connect WhatsApp (Add number if you already have one). Read the short checklist, then click Continue to Meta and Meta's popup opens. Don't close it — losing the popup means restarting.

  2. Sign in to your Facebook account

    Use the personal account that's an Admin on your Meta Business Account. Meta will list which Business Account(s) you can use.

  3. Select your Meta Business Account

    If you have one, pick it. If you don't, you'll be prompted to create one — but we recommend creating it at business.facebook.com first instead, for cleaner asset ownership.

  4. Select or create a WhatsApp Business Account (WABA)

    A WABA is the WhatsApp equivalent of a Facebook Page. You can have multiple WABAs under one Business Account (one per brand, for example).

  5. Add your phone number

    Pick the country code, then enter the number. Meta will send a 6-digit OTP via SMS or voice call to verify ownership. If you see "Phone Number In Use", the number is still on another WhatsApp account — see Use a number that is already on WhatsApp. If you're connecting the number on your WhatsApp Business app, there's no code: you confirm in the app instead.

  6. Set your Display Name

    This is the name customers see (e.g., "Horizon Holidays"). It must match your brand or legal name. A generic term or a place on its own, such as Meta's examples "Fashion" and "New York", gets rejected.

  7. Add a payment method

    Meta charges per delivered message, and the first 1,000 service messages per business phone number each month are free. From 1 October 2026 that includes the agent's replies. Without a payment method, replies stop once the free ones are used, so add a card now. You can also add it later from WhatsApp Manager, before you go live. How WhatsApp billing works →

  8. Review permissions, click Continue

    Meta will show what Zymbler is being granted: read messages, send messages, manage templates, receive webhooks. These are standard for any WhatsApp Business Platform integration.

  9. Popup closes, Zymbler shows your connection

    You're back on Channels with your number listed. The Display Name shows on the number's row, but its review status doesn't. Check that in Meta's WhatsApp Manager.

What happens immediately after

Zymbler automatically:

  • Subscribes the WABA to message webhooks — so inbound messages start flowing into your inbox.
  • Stores a long-lived access token (encrypted at rest) per workspace — so the agent can send replies.
  • Starts the agent on this number, using the business description you've given it — so messages don't just sit unanswered.

You can immediately:

  • Receive inbound messages from anyone who has your number.
  • Reply to messages within the 24-hour window without needing a template.
  • Refine your agent's instructions and Library for this number.

You cannot yet:

  • Send marketing or utility templates — those need template approval, which Meta says can take up to 24 hours.
  • Show your Display Name in chats — Meta reviews it once your business qualifies for a higher messaging limit. Until it's approved, chats show your phone number.
  • Message more than 250 different customers first in any 24 hours, if your business portfolio is new. That messaging limit belongs to your business portfolio and rises when you verify your business or send enough high-quality template messages. Replies inside the 24-hour window don't count toward it.
Done right
Test it before sharing the number publicly
Have a colleague WhatsApp the number from their personal phone. Check that the message lands in your Zymbler inbox and gets a reply within seconds. If it does, the connection is healthy. If the number is also on the WhatsApp Business app and your colleague has never messaged it, Meta may not pass that first message on. Send a second one.

Common gotchas during connection

  • The popup closes silently mid-flow. Pop-up or tracker blockers sometimes kill it. Disable them for facebook.com and retry.
  • "Insufficient permissions". You're not an Admin on the Business Account or WABA. Ask your Meta administrator to upgrade your role.
  • The OTP doesn't arrive. Wait 60 seconds, then switch to voice-call verification.
  • Display Name rejected. Meta rejects names that are generic ("Fashion"), a place on its own (Meta's example: "New York"), or look like impersonation. Use your brand or legal entity name and resubmit.

What to read next

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