Connect & Configure WhatsApp

In this article

Before your team can use the shared inbox or send automated messages, you need to link your WhatsApp Business account to EasyBiz. This is a one-time setup that takes just a few minutes.

Contents

Step 1 — Connect Your WhatsApp Account

Go to Settings from the top navigation
Find Platform and click Integrations
Find WhatsApp Business in the list and click Connect
In the popup, click Login with Facebook

A Meta window will open — follow the steps to:
- Select an existing Business Portfolio or create a new one by filling in your business name, category, country, and website
- Select an existing WhatsApp Business account or create a new one and add your business phone number
Follow the remaining steps on screen to complete the setup

Once done, you'll be redirected back to EasyBiz and WhatsApp will show as connected with a green dot and your business name.

Step 2 — Set Up Your Business Profile

Your business profile is what customers see when they look at your WhatsApp contact — your logo, address, and a short description of your business. This makes your business look professional and trustworthy.

1. On the Integrations page, find the WhatsApp Business row

2. Click Business Info. Fill in the following:

Profile picture — Upload your business logo
About — A short one-line description (e.g. Professional laundry and dry cleaning service)
Address — Your store address
Description — A short paragraph about your business
Email — Your business email
Website — Your online store or website link

3. Click Update to save

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