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Who sets up a WhatsApp connection with ChatArchitect? Use this guide when your business wants to connect WhatsApp to a CRM, help desk or custom application through ChatArchitect. ChatArchitect supplies the ready-made connection. Customers and partner developer...

Check the WhatsApp business account used by your connection Before configuring the sending tool, confirm which business portfolio, WhatsApp business account and phone number you intend to connect. This customer checklist helps you identify the assets selected ...

Use the credentials for your ChatArchitect connection A custom service connected through ChatArchitect uses the App key/App ID and Secret supplied by ChatArchitect. The API quick start calls these credentials APP_ID and APP_SECRET and uses them as the Basic ...

Match the business number to the intended integration Keep a clear record of the business phone number your team will use with ChatArchitect. The business number, its display name, the selected WhatsApp account and the recipient's number describe different par...

Check billing for your ChatArchitect WhatsApp connection For WhatsApp messaging through ChatArchitect, the customer pays ChatArchitect under the applicable plan and separate commercial terms. Meta's provider credit-line documentation describes an internal plat...

Manage the receiver for your ChatArchitect connection A custom application uses a receiver to get incoming customer messages and later results of outgoing attempts from ChatArchitect. Start with the webhook overview and the API quick start for the documented r...

Do you need to become a Meta Tech Provider to use ChatArchitect? For an application that uses the ChatArchitect API, start with your ChatArchitect connection and its issued App key/App ID and Secret. Registering as a Meta Tech Provider is a separate route for ...

Agree on responsibilities when another company helps connect WhatsApp A consultant or integration company may help configure your CRM or application for ChatArchitect. Agree on its work before starting: connecting a customer's tool is different from building a...

A Meta App Review request during ChatArchitect setup An application using the ChatArchitect service API authenticates with its issued App key/App ID and Secret. Meta App Review concerns a Meta developer application; it is not the step that issues your ChatArch...

Submit your company's business verification to Meta A ChatArchitect client submits the company's Business Verification documents themselves in Meta. Work with the person responsible for the intended business portfolio and the verification request shown for tha...

Prepare an existing WhatsApp number for ChatArchitect Before changing a working number, identify how it is used today and what should continue after connecting ChatArchitect. The route for the WhatsApp Business app is different from a move from another provide...

Prepare a WhatsApp measurement brief for an external analyst Start with the question you want the analyst to answer and the evidence available in your connected tools. Meta's Measurement Partner registration is a separate developer arrangement; it is not a pre...

Evaluate a ChatArchitect plan change for your WhatsApp workload A change to your ChatArchitect service plan is a commercial decision about the connection and its expected use. The Meta Tech Partner programme concerns an independent provider arrangement; its up...

Check what your website tracking measures around WhatsApp Your website's tracking and your ChatArchitect message connection are separate parts of the customer journey. Connecting a WhatsApp number does not automatically install a Meta Pixel on your website or ...

A verified WhatsApp number that cannot yet send or receive Accepting the phone verification code is one part of number setup. It does not by itself show that the intended CRM or application can send, receive and display message results through ChatArchitect. I...

Check what the invitation is asking you to authorize An invitation to create or share a WhatsApp business account needs its own decision. Before accepting, match the sender and requested business assets to the connection you agreed with ChatArchitect. An invit...

Give each part of the connection a responsible owner A business, ChatArchitect and a company that configures its CRM can have different responsibilities. Before work starts, agree who makes each decision, who performs the work and where a problem should be rep...

Check the entry point when a setup screen looks unfamiliar ChatArchitect customers use its prepared WhatsApp connection. ChatArchitect does not provide partners with a supported method for embedding their own Meta signup in a website. The old embedded partner-...