Before you start: what you'll need

Most of the friction during Zymbler setup happens because something on the Meta side isn't ready yet. Check this list before you click "Connect" and you'll save yourself 30 minutes of back-and-forth.

Required

1. A Meta Business Account (portfolio)

This is the legal container that owns your WhatsApp Business Account. Create one at business.facebook.com if you don't have it.

2. Admin access to your Business Account

You must be an Admin of the Business Account and the WhatsApp Business Account. Developer or Editor roles won't see the right settings during connection.

3. A phone number for WhatsApp Business

The number must meet all of these:

• You can receive SMS or voice calls on it for OTP.
• If it's live on the WhatsApp Business app, that's fine — it keeps working there and in Zymbler at the same time. If it's on the consumer WhatsApp app, move it to the Business app first (that keeps your chats).
• It's not connected to another BSP (Gupshup, Twilio, AiSensy, etc.). If it is, you'll need to release it first.

Recommended (do these in parallel)

4. Business Verification at Meta

Required to unlock high-volume sending and certain advanced permissions. The queue takes several days, so start it now even if you aren't ready to send messages yet. What documents you'll need →

5. A clear sender name (Display Name)

When you connect WhatsApp, Meta will ask for the name that shows in recipients' WhatsApp as the sender (e.g., "Sundara Yoga Studio"). It must match your brand or legal entity — Meta rejects names that look generic, geographic, or impersonating.

What you do NOT need

• A Tech Provider / BSP account. Each Zymbler customer pays Meta directly for WhatsApp messaging — no special partnership tier required.
• Billing set up before you connect. You can connect first and add a payment method in WhatsApp Manager afterwards. Do it before you go live: from 1 October 2026 Meta charges for every message, including replies.
• A dedicated phone or device. WhatsApp Business Platform is cloud-hosted — you never install an app or keep a phone online.