Onboarding and embedded signup

Updated June 2026 5 min read

Embedded signup is the quick, guided flow that connects your number to WhatsApp through Meta — no developer, no waiting weeks. Here's what each step does.

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Quick facts

Time
~30 minutes
Coding
None
Verify by
SMS or call
Session timeout
~1 hour

Embedded signup is Meta's guided flow, built into ChatMitra, that connects your phone number to the WhatsApp Business API. You log in with Meta, pick or create your business account, register and verify your number by SMS or call, and set your display name — usually live in about 30 minutes, no code required.

In simple language: Embedded signup is like a setup wizard — it walks you through Meta's steps inside ChatMitra, so you never leave the dashboard.

Who should read this?

  • First-time users connecting their number
  • Owners who want to know the steps before starting
  • Anyone whose signup got stuck

“Connecting to the WhatsApp API” sounds like a job for a developer. It isn’t. Embedded signup turns it into a short, guided wizard. Here’s what actually happens.

What embedded signup is

Embedded signup is Meta’s official onboarding flow, built right into ChatMitra. Instead of bouncing between Meta’s tools and ours, you stay in the ChatMitra dashboard while it walks you through Meta’s required steps.

Example: a café owner connects her number over a coffee break — log in with Meta, verify by SMS, set the name “Brew & Co”, done.

The steps, one by one

1. Log in with Meta
2. Pick or create your Business Portfolio
3. Register your phone number
4. Verify it (SMS or call)
5. Set your display name
6. You're live → send a test message
  1. Log in with Meta — connects your Meta account.
  2. Choose your Business Portfolio — or create one (it’s free).
  3. Register your number — the one customers will message.
  4. Verify — enter the code from the SMS or call.
  5. Set your display name — your business name in chat (Meta may review it).
  6. Go live — send yourself a test message.

Here’s what the Meta steps look like inside the signup flow:

Continue with Meta — Meta Business Setup screen Illustrative (Meta interface): the “Continue with Meta” step.

The Meta embedded signup popup starting Illustrative (Meta interface): launching Meta’s embedded signup.

Selecting your business portfolio and WhatsApp Business Account Illustrative (Meta interface): choosing your portfolio and WABA.

Adding your WhatsApp phone number in the Meta popup Illustrative (Meta interface): adding your phone number.

Verifying your number by SMS or call Illustrative (Meta interface): verifying the number by SMS or call.

If something stalls

Most hiccups have simple causes:

SymptomLikely cause
Can’t register the numberIt’s still active on the WhatsApp app — migrate it
Verification code never arrivesNumber can’t receive SMS/call — try the call option
Session expiredTook over ~1 hour — start again, it’s quick
Display name pendingMeta is reviewing it — you can still message meanwhile

For the deeper, click-by-click walkthrough, see the developer documentation.

Keep reading

Related questions people ask

What is embedded signup for WhatsApp?

It's Meta's guided onboarding flow, built into ChatMitra, that connects your phone number to the WhatsApp Business API — log in with Meta, register your number, verify it, and you're live.

Do I need a developer for onboarding?

No. Embedded signup is a no-code wizard. A developer is only needed later if you want custom API integrations.

How long does onboarding take?

About 30 minutes for most businesses, assuming your number and business details are ready.

Key takeaways

  • Embedded signup connects your number to WhatsApp inside ChatMitra.
  • You log in with Meta, register and verify your number, set a name.
  • It's a no-code wizard, usually done in ~30 minutes.
  • Have details ready and finish in one session (it times out).
Published: June 2026 Last reviewed: June 2026 Reviewed by: ChatMitra WhatsApp API Team

Sources: Meta embedded signup docs, ChatMitra documentation

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