Step 1 — App Name (Let’s Start)

Clicking + Connect opens a setup modal. A 5-step progress bar appears at the top of the modal:

Let’s Start → Embedded Signup → WABA Phone → Contact Details → Complete

In this first step, you are asked to give your application a name.

Field	Description
App Name	Enter a name to identify your application (e.g. `WA1246`). Minimum 3 characters, maximum 120 characters. You can change this name later.

After entering the name, click Next to continue.

In this step, you choose how you want to connect to the WhatsApp Business API.

Three options are available:

Option	Description
+ Add New Number	Creates a new phone number for the WhatsApp Business API.
Migrate Existing Number	Migrates your existing WhatsApp Business number to the platform.
Coexistence	Migrates your existing WhatsApp Business number to the platform (parallel operation mode).

Select the option that suits your needs and click Next.

In this step, you need to complete Meta’s verification process to create or connect your WhatsApp Business account.

Important: When you click Complete Facebook Registration, an iframe opens on screen and you are redirected to Meta’s official page. On this page, you need to log in with your Facebook/Meta account and confirm your WhatsApp Business account. After the process is complete, you will be automatically returned to this panel; no extra steps are required.

Click Complete Facebook Registration to start the Meta registration process.

Meta Iframe Page

After clicking the button, the iframe screen that opens looks like this:

This screen lists the integration terms with Meta. Click Continue to accept and proceed. Once the steps on Meta’s side are complete, you are automatically returned to the panel.

Step 4 — Phone Number Confirmation (WABA Phone)

After completing the Meta registration, the system automatically retrieves the phone number and WABA ID from your connected WhatsApp Business account.

Field	Description
Phone Number	Your WhatsApp Business phone number registered with Meta.
WABA ID	WhatsApp Business Account ID — automatically assigned by Meta.

Note

Keep in mind that this number cannot be used with the personal WhatsApp app or the WhatsApp Business app going forward. The number will be permanently connected to the WhatsApp Business API.

Review the information and click Next.

Step 5 — Contact Details

In this step, you are asked to enter your contact information so that you can be reached if there are any issues with your account.

Field	Description
Contact Name	Full name of the authorized person.
Email	Contact email address.
Phone Number	Contact phone number with country code.

After filling in all fields, check the checkbox accepting Connexease’s Terms of Use and Privacy Policy. The Next button will not be active until the checkbox is checked.

Step 6 — Complete

After clicking Next, the system attempts to establish the connection. There are two possible outcomes:

Connection Error

If the connection cannot be established, the following error screen is shown:

This screen appears when there is a problem with the WABA Phone connection. You can click Try Again to retry, or click the Do you need help? link to contact the support team.

Connection Successful

When the application is successfully created, a celebration screen is displayed:

Your application is now ready. Two options are presented on this screen:

Button	Destination
Go to App Settings →	Goes to your application’s settings page (API keys, webhook, profile, etc.).
Create Template Message	Goes directly to the WhatsApp template message creation screen.

Important notes:

For the first 30 days, you operate under the Unverified Trial Experience.

When Facebook Business Manager is not verified, business-initiated conversations are limited to a maximum of 50 different customers per 24-hour period.

Customer-initiated conversations are unlimited.

To remove the limit, verify your Facebook Business Manager account.

Dashboard

App Configuration

Connect Meta