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  1. Onboarding

WhatsApp Setup

Welcome to the official SendZen guide. With this guide, our goal is to get you from signup to sending your first message in under 5 minutes, and this guide is a crucial part of that promise.
This page will serve as your central hub for everything related to the onboarding process. Below, you'll find a series of articles that break down each stage of the setup, from creating your Meta Business Account to getting your display name approved and scaling your messaging limits.

Getting Started#

Before you dive into the nitty-gritty of the onboarding process, it's important to understand the basics. These articles will give you a solid foundation to build upon.
Quick Start: Your 5-Minute Guide to Sending a WhatsApp Message
Understanding the WhatsApp Business Platform: Cloud API vs. On-Premise API
Prerequisites: What You Need Before You Begin

Meta Business Account Setup#

Your Meta Business Account is the foundation of your WhatsApp Business API integration. This section will guide you through the process of setting up and managing your account.
Creating and Verifying Your Meta Business Account
Navigating the Meta Business Manager for WhatsApp
Inviting Team Members and Assigning Roles

WhatsApp Business Account (WABA) and Phone Number#

This is where you'll connect your phone number to the WhatsApp Business API. Whether you're using a new number or an existing one, these guides will walk you through the process.
How to Register Your Phone Number for the WhatsApp Business API
Choosing and Connecting a Phone Number: New vs. Existing Numbers
WhatsApp Co-existence: Using a Number Already on the WhatsApp App
Migrating Your Number from Another Business Solution Provider (BSP)

Compliance and Verification#

Getting your account verified and approved is one of the most important—and sometimes tricky—parts of the onboarding process. These articles will help you navigate the compliance and verification requirements with ease.
Crafting the Perfect WhatsApp Display Name and Getting it Approved
A Step-by-Step Guide to Meta Business Account Verification
Applying for the Official Business Account (Green Tick)
Understanding and Adhering to WhatsApp's Business and Commerce Policies

Scaling and Management#

Once you're up and running, you'll want to scale your messaging and manage your account effectively. This section will show you how.
How to Increase Your Messaging Limits
Managing Message Templates: Creation, Submission, and Best Practices
Monitoring Your Account's Quality Rating and Status

Troubleshooting#

Even with the best documentation, you might run into some issues. This section is here to help you troubleshoot common problems.
Common Onboarding Issues and How to Resolve Them
Why Was My Display Name Rejected?
"Start Verification" Button Greyed Out? Here's What to Do.

We hope this guide makes the onboarding process as smooth and straightforward as possible. If you have any questions or need further assistance, don't hesitate to reach out to our support team.
Modified at 2025-10-20 12:32:15
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