Bonivio

WhatsApp Business Setup

Prepare your business for WhatsApp Business Platform onboarding

A structured, compliant setup that follows official Meta and WhatsApp requirements for business messaging.

Key concepts

Understand the rules before you message

These concepts shape how compliant businesses communicate on the platform.

Approved message templates

Business-initiated messages sent outside the allowed customer service window must use approved message templates that follow template rules.

Customer service window

After a user messages your business, you may reply freely only within the allowed customer service window. Outside it, template rules apply.

Opt-in and consent

Collect clear opt-in before users receive business messages, and always support opt-out and “stop messaging me” handling.

Human support escalation

Where automation is used, provide a clear path to human support so customers can always reach a person.

Setup path

Your step-by-step preparation

  1. 01

    Prepare your business profile

    Confirm your legal business name, website, contact email or phone, and support channels are accurate and reachable.

  2. 02

    Publish required policy pages

    Publish Privacy Policy, Terms of Service, and Refund Policy pages on a working website users can access.

  3. 03

    Build compliant opt-in and consent

    Add clear opt-in language and consent collection before users receive business messages, plus opt-out handling.

  4. 04

    Prepare message templates

    Draft message templates that follow template rules for business-initiated messages outside the customer service window.

  5. 05

    Set up support escalation

    Provide a clear path to human support wherever automation is used so customers can always reach a person.

  6. 06

    Review and submit for onboarding

    Review your readiness against the checklist and prepare your details for WhatsApp Business Platform onboarding.

Opt-in preview

Sample compliant opt-in language

Clear opt-in language sets expectations and supports consent requirements. Always adapt copy to your business and applicable law.

Example opt-in

“By providing your number and tapping Subscribe, you agree to receive account and order updates from [Business Name] on WhatsApp. Message frequency varies. Reply STOP at any time to opt out. See our Privacy Policy for details.”

This is a sample only and not legal advice. Ensure your opt-in meets Meta requirements and local regulations.

Track your WhatsApp setup progress

Open the dashboard to follow each step and see how close you are to onboarding readiness.