The redesigned WhatsApp onboarding experience helps businesses connect WhatsApp based on their current setup. Whether you already use the WhatsApp Business App, need a brand-new WhatsApp Business Account, or want to migrate from another Business Solution Provider (BSP), the onboarding flow provides a clearer path forward.


This experience offers more flexibility when connecting WhatsApp to your CRM. You can preserve existing WhatsApp assets, sync recent conversations when using Coexistence, or start fresh with a new number when you do not already have one.

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What is the Redesigned WhatsApp Onboarding Experience?


The redesigned WhatsApp onboarding experience provides three setup paths based on how your business currently uses WhatsApp. Choosing the correct path helps prevent setup delays, protects existing WhatsApp assets, and ensures WhatsApp is connected to your CRM correctly.


You can choose from the following onboarding paths:

  • Connect an existing WhatsApp Business App with Coexistence

  • Create a new WhatsApp Business Account

  • Migrate from an existing Business Solution Provider (BSP)

Key Benefits of the Redesigned WhatsApp Onboarding Experience


The redesigned onboarding flow helps businesses connect WhatsApp faster while reducing the risk of losing important account assets. Each path is designed for a different business scenario, making it easier to choose the right setup method before starting the connection process.

  • Flexible Onboarding Paths: Choose the setup option that matches your current WhatsApp setup.

  • Coexistence Support: Continue using the WhatsApp Business App on a phone while managing conversations inside the CRM.

  • Chat History Sync: Bring up to six months of WhatsApp chat history into the CRM when using Coexistence.

  • Self-service BSP Migration: Migrate from another BSP to LeadConnector using Meta’s Embedded Signup flow.

  • Asset Preservation During Migration: Preserve the phone number, display name, quality rating, messaging limits, Official Business Account status, and approved templates.

  • Faster Setup With 555 Numbers: Eligible locations can claim up to two +1-555 business numbers during onboarding (subject to eligibility and availability).

  • Instant Number Verification: 555 numbers are automatically verified, so you only need display-name approval before using WhatsApp.

  • Less Manual Work During Setup: In eligible cases, you can onboard to WhatsApp without porting or sourcing a dedicated number first.


Connect an Existing WhatsApp Business App with Coexistence


Coexistence allows businesses to keep using the WhatsApp Business App on their phone while also managing conversations. This is useful for teams that already rely on the WhatsApp Business App but want CRM features such as centralized conversations, automation, contact records, and reporting.


Use this path when:

The business already uses the WhatsApp Business App.

The business wants to continue using WhatsApp on a mobile device.

The business wants WhatsApp conversations available inside the CRM.


For Coexistence:


  • Verify the country code.

  • Confirm the number in Meta Business Manager.

  • Make sure the WhatsApp Business App is available.

Create a New WhatsApp Business Account


Creating a new WhatsApp Business Account is best for businesses that are starting fresh or want to connect a number that is not currently active on WhatsApp. This path allows users to set up WhatsApp with a landline, unused mobile number, brand-new number, or eligible 555 business number.


Use this path when:

The business does not already have a WhatsApp Business Account.

The business has a landline or unused mobile number available.

The business wants to start with a new WhatsApp setup.

The business is eligible to claim a free +1-555 business number.


For a new WhatsApp Business Account:


  • Remove the number from personal WhatsApp or WhatsApp Business App if applicable.

  • Back up chats before removing the number.

  • Confirm the number can receive SMS or voice verification unless using an eligible auto-verified 555 number.

Migrate from an Existing Business Solution Provider


BSP migration allows businesses already using another WhatsApp Business Solution Provider to move their WhatsApp Business Account to LeadConnector. This path is designed to preserve existing WhatsApp assets while avoiding the need to create a new WABA.


For BSP migration:


  • Turn off two-step verification.

  • Confirm business verification in Meta Business Manager.

  • Confirm display-name approval.


Use this path when:

The business currently uses a BSP such as 360Dialog, Twilio, Wati, Manychat, or another provider.

The business wants to move the existing WhatsApp Business Account to LeadConnector.

The business wants to preserve its existing WhatsApp number and account assets.

The business wants to avoid creating a new WABA.

555 Business Phone Numbers


555 business phone numbers help eligible businesses start WhatsApp onboarding without sourcing a dedicated phone number first. These numbers are designed for use with the WhatsApp Business Platform and can speed up setup for agencies onboarding new clients.


Eligible sub-accounts can claim up to two free +1-555 numbers during WhatsApp onboarding.


Limitations:

555 numbers cannot be migrated to another WABA.

555 numbers cannot be used outside the WhatsApp Business Platform.

555 numbers are subject to eligibility and availability.

Display-name approval is still required.

How To Setup the Redesigned WhatsApp Onboarding Experience


Proper setup helps ensure the correct WhatsApp path is selected before connecting through Meta. Reviewing the prerequisites for each path reduces failed onboarding attempts and helps preserve existing WhatsApp data, account status, and approved assets.

  1. Navigate to the sub-account where WhatsApp should be connected.

  2. Go to Settings.




  3. Select WhatsApp. Review the available WhatsApp onboarding paths.




  4. Choose the path that matches the business’s current WhatsApp setup:




    Select Connect your WhatsApp Business App with Coexistence if the business wants to keep using the WhatsApp Business App and sync conversations.




    Select Create a New WhatsApp Business Account if the business is starting fresh with a landline, unused mobile number, brand-new number, or eligible 555 number.




    Select Migrate from an Existing BSP if the business already uses WhatsApp through another provider and wants to move to LeadConnector.




  5. Review the prerequisites shown in the onboarding screen.

  6. Complete the required preparation for the selected path.

  7. Click Connect with Facebook.

  8. Complete the Meta Embedded Signup flow.

  9. Follow the remaining prompts to finish connecting WhatsApp.

  10. After onboarding is complete, review the WhatsApp settings, templates, phone number, and conversation behavior.

Frequently Asked Questions


Q: Which WhatsApp onboarding path should I choose?
A: Choose Coexistence if you already use the WhatsApp Business App and want to keep using it. Choose new account setup if you are starting fresh with a new or unused number. Choose BSP migration if your WhatsApp Business Account is connected through another provider and you want to move it to LeadConnector.

Q: Can I keep using the WhatsApp Business App after connecting?
A: Yes—when using the Coexistence path. Coexistence lets you keep using the WhatsApp Business App while managing conversations inside the CRM.


Q: How much chat history can sync into the CRM?
A: Coexistence can sync up to six months of WhatsApp chat history into the CRM.


Q: Will I lose my templates when migrating from another BSP?
A: No. Approved templates are preserved when migrating from another BSP to LeadConnector through the supported migration flow.


Q: Do I need to create a new WhatsApp Business Account when migrating from another BSP?
A: No. BSP migration is designed to move the existing WhatsApp Business Account to LeadConnector without creating a new WABA.


Q: Why do I need to turn off two-step verification before BSP migration?
A: Two-step verification can block or delay migration. Turning it off before starting helps Meta complete the transfer through the Embedded Signup flow.


Q: What happens if my display name is not approved?
A: WhatsApp may not be fully usable until the display name is approved. Review Meta’s display name requirements and resubmit if needed.