WhatsApp Business API Setup: A Complete Guide

Quick Summary
Upgrading from the free WhatsApp Business app to the official WhatsApp Business API unlocks multi-agent support, automated broadcasts, CRM integrations, and green tick verification for your brand.
01 WhatsApp App vs WhatsApp Business API
The standard WhatsApp Business mobile app is designed for solopreneurs and micro-businesses. It is limited to 4 linked devices, has a broadcast limit of 256 contacts per list, and cannot connect to external CRMs.
The WhatsApp Business API (Cloud API) is designed for growing businesses. It supports unlimited agents on a shared inbox, broadcasts to tens of thousands of opted-in customers, automated bot workflows, and programmatic webhook integration.
02 Prerequisites & Verification
Before applying, assemble the following business documentation:
• Company registration certificate (GST certificate or incorporation certificate).
• Active company website with clear privacy policy and terms of service.
• Business email address matching your website domain name.
Meta reviews these documents during Business Verification to grant Tier 1 messaging status.
03 Configuring Your Phone Number
The phone number you assign to the API must be able to receive an SMS or voice OTP for verification. If the number is currently in use on an Android/iOS WhatsApp app, you must delete the WhatsApp account first before connecting it to the API.
04 Configuring Webhooks & Events
Webhooks allow your application to receive real-time notifications whenever a message is sent, delivered, read, or received. WorkflowMitra provides ready-made webhook endpoints so you don't need to write custom server routing code.
05 Creating & Submitting Templates
All business-initiated conversations outside the 24-hour customer service window require pre-approved message templates. Templates are categorized as Utility, Authentication, or Marketing, each with distinct Meta pricing rates.
06 Going Live & Tier Upgrades
Upon approval, you start with Tier 1 (1,000 unique recipients per 24 hours). As you broadcast responsibly and maintain high quality, Meta automatically upgrades your account to Tier 2 (10,000 recipients), Tier 3 (100,000 recipients), and finally Unlimited messaging.
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