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Prepare a number change before altering a working connection Use this checklist when you want to disconnect a tool, move a number or change its provider. These are different operations: disabling one CRM connection, changing the WhatsApp service behind a numbe...

Choose the owner of the setting you want to change WhatsApp Manager, ChatArchitect and your connected CRM or help desk manage different parts of a connection. Identify the setting and its owner before changing it. A Meta Settings API reference is not a configu...

Troubleshoot the code used to verify your phone number The supplied ChatArchitect connection flow verifies control of your business number by SMS or voice call. This ownership code is separate from the two-step verification PIN. Use this checklist if the code ...

Check every published QR code against the intended number Use this checklist to audit a poster, website image, email signature or other material that opens a WhatsApp chat. A static QR image can encode an ordinary chat URL. Meta-managed QR codes and editable s...

Locate the screen showing the wrong business details Start by recording where the outdated name, photo, description or website appears. A customer's WhatsApp profile, a setting in WhatsApp Manager and an internal CRM contact are separate records. Changing one ...

Confirm which part of the WhatsApp setup is ready A successful ownership code, a listed business number and a working CRM conversation are different checkpoints. Use this handover checklist when setup appears complete but the intended tool cannot yet send or r...

Investigate a difference between WhatsApp reports Start with the exact totals that disagree and the systems that produced them. A CRM dashboard, webhook log, website report and billing record may count different things. This guide helps you reconcile their sco...

Review which customer each connection serves Use this checklist when your own service connects several businesses through ChatArchitect. A customer's workspace in your application, a Meta business portfolio and a ChatArchitect connection are different records....

Label each reference before using it A number copied from an account screen may identify an account or an asset, rather than a telephone number. Keep the label and the screen where it appeared. This makes a support request useful without treating a Meta identi...

Confirm who controls the intended business assets Use this check before connecting a business number, involving an agency or changing an existing provider. Being able to see an account does not establish who owns the business assets or who is authorized to cha...

Choose the intended account before starting setup A new integration does not automatically require a new Meta business portfolio or WhatsApp account. First establish whether the business already has the account and number it intends to use. This decision check...

Compare the visible Meta account with the missing signup choice Use this worksheet when the intended WhatsApp account is visible to an authorized person in Meta, but that same account cannot be selected in the supplied ChatArchitect connection form. First comp...

Check the destination of a send request The ChatArchitect API Quick Start specifies international recipient telephone numbers without a plus sign, spaces or brackets for its send examples. It uses destination in a /whatsappmessage request for the recipient. ...

Transfer responsibility without losing the working route Use this checklist when the person who manages a ChatArchitect WhatsApp connection changes. Giving the successor access to one system does not establish access to every other part of the setup. A Meta as...

Keep a routing record for each business number Use this audit when your business or application works with several WhatsApp numbers. The objective is to find a missing, duplicated or incorrect route. It does not introduce a ChatArchitect phone-number listing A...

Separate a scheduled job from a WhatsApp sending attempt A reminder or campaign planned for later needs a tool or application that controls when to submit the message. Confirm whether your connected CRM/help desk supports the scheduling you need. For your own ...

A worksheet for one WhatsApp sending attempt Copy the table into your own incident record when a sending tool and your application show different progress. Fill it from available evidence, then hand the unresolved stage to its owner. This is a support workshee...

Check the outcome of an agreed number change Use this acceptance checklist after support and the responsible teams have carried out an agreed number or provider change. Start with the change plan for the approved scope and recovery arrangements. A Meta migrati...