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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...

Start with the reply that was actually sent Use this diagnostic when a customer receives an unexpected or repeated reply through a connected tool or your application. A Meta command or ice breaker is an input component; the CRM/help desk or custom service may ...

Investigate a ChatArchitect WhatsApp billing discrepancy Use this checklist when an invoice, charge or quoted amount differs from what you expected. ChatArchitect customers pay ChatArchitect under their plan and commercial terms. The former Meta Extended Credi...

Use a phone number you control with ChatArchitect ChatArchitect does not supply or sell phone numbers. Choose your own suitable number and connect it using the supplied setup. A Meta provider's phone-number pool API is not a way to purchase a number through th...

Check the message receiver after changing a connected tool Use this checklist when a CRM, application or receiving endpoint has changed and messages or results appear in the wrong place. Identify the actual ChatArchitect receiver arrangement for that connectio...

Identify what a provider relationship record actually describes An application or partner-solution list describes a particular administrative view. It is not a list of the customer's ChatArchitect sending tools, API credentials or message destinations. If some...

Encryption keys and ChatArchitect credentials ChatArchitect has no customer setting for supplying or managing your own encryption key for WhatsApp or WhatsApp Flows. Do not plan a connection that depends on uploading a customer-managed message-encryption key t...

Check a pre-verified WhatsApp number offer before connecting it ChatArchitect does not supply or sell phone numbers. For the supported connection, use a number you control and complete the verification step in the supplied setup. A seller's description of a nu...

Check an access request for a verified WhatsApp number Someone may ask for business access while describing a WhatsApp number as already verified or shared with a partner. Establish which action is requested. Confirming control of a telephone number, identifyi...