> For the complete documentation index, see [llms.txt](https://docs-conversational-ai.syntphony.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs-conversational-ai.syntphony.com/syntphony-messaging-portal/messaging-tools/technology/whatsapp-first-time-embedded-signin-customer-guide.md). # First-Time WhatsApp Onboarding (Customer Guide) ## Introduction This guide helps a **new customer** connect WhatsApp Business for the first time using NTTData's embedded signup flow.\ There is **no migration from another BSP** in this scenario. For a single guide that covers **both** new numbers and migration from another provider, see [Adding a WhatsApp Phone Number (Embedded Sign-In Guide)](/syntphony-messaging-portal/messaging-tools/technology/whatsapp-add-phone-embedded-signin-guide.md). Typical completion time is **15–30 minutes** if all prerequisites are ready. *** ## Before You Start (Required Checklist) Complete all items before your onboarding call. | Item | Status | Notes | | ---------------------------------------------- | ------ | ------------------------------------------------------------------------------------------------ | | **1. Meta Business Manager access** | ☐ | You have admin access to the Business Manager that will own this WhatsApp setup | | **2. Legal business details ready** | ☐ | Company legal name, website, business category, and support contact info | | **3. Phone number available for WhatsApp API** | ☐ | Number is not already active in WhatsApp Consumer/App/Business App; can receive SMS or voice OTP | | **4. Number format confirmed** | ☐ | Write it here: **+** \_\_\_\_\_\_\_\_\_\_\_\_\_ (country code required) | | **5. Facebook account ready** | ☐ | The Facebook profile you will use has required permissions in Business Manager | | **6. Onboarding session scheduled** | ☐ | Preferred date/time: \_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_ | **Important:** Do not continue until all checklist items are complete. *** ## Step-by-Step First-Time Setup ### Phase 1: Pre-Session Preparation Timeline: 1–3 days before setup. | # | Action | Owner | Status | | - | -------------------------------------------------------------------------------------- | ------- | ------ | | 1 | Confirm who will join the onboarding call and has Business Manager admin rights | You | ☐ | | 2 | Confirm the phone number can receive OTP (SMS or voice) in real time | You | ☐ | | 3 | Share your preferred display name (if different from legal entity) with NTTData | You | ☐ | | 4 | Validate internet/browser access and disable popup blockers for the onboarding session | You | ☐ | | 5 | Receive onboarding link and instructions from NTTData | NTTData | ☐ | *** ### Phase 2: Embedded Signup During Call Timeline: 15–30 minutes. **You will need:** * Access to your Meta Business Manager * Your Facebook login with required permissions * Your WhatsApp phone number available for OTP * This guide for reference | Step | What to Do | Who | Expected Result | Status | | ------ | ------------------------------------------------------------------------------------------------------------------------- | ---------- | ------------------------------------ | ------ | | **1** | Open NTTData portal and start the WhatsApp setup flow (for example, **"Embeded Sign-In"** or **"Sign in with Facebook"**) | You | Meta embedded signup window opens | ☐ | | **2** | Sign in to Facebook/Meta and continue | You | Authentication succeeds | ☐ | | **3** | Accept requested permissions so NTTData can manage WhatsApp assets | You | Permissions granted | ☐ | | **4** | Select the target Business Manager (or create one if prompted and required) | You | Correct Business Manager selected | ☐ | | **5** | Create/select your WhatsApp Business Account (WABA) in the flow | You | WABA is created/selected | ☐ | | **6** | Enter display name and business details as requested by Meta | You | Business profile fields completed | ☐ | | **7** | Choose to add a **new phone number** | You | New number registration screen shown | ☐ | | **8** | Enter your phone number with country code | You | Number accepted in form | ☐ | | **9** | Choose OTP method (SMS or voice call) and receive the code | You | OTP arrives to your number | ☐ | | **10** | Enter the 6-digit OTP in the setup flow | You | Number verification succeeds | ☐ | | **11** | Confirm setup completion in portal (Phone Number ID and WABA ID visible) | You & Team | Connection is successful | ☐ | *** ### Phase 3: Post-Setup Activation Timeline: Same call or within 24 hours. | # | Action | Owner | Status | | - | --------------------------------------------------------------- | ------- | ------ | | 1 | NTTData configures backend connection and webhook subscriptions | NTTData | ☐ | | 2 | NTTData validates technical status of number and WABA | NTTData | ☐ | | 3 | Team sends outbound test message from platform | NTTData | ☐ | | 4 | You confirm message receipt | You | ☐ | | 5 | You send an inbound reply from test phone | You | ☐ | | 6 | Team confirms inbound webhook/event reception | NTTData | ☐ | | 7 | Activation marked complete | NTTData | ☐ | *** ## What Happens Next ### Immediately After Signup * Your WhatsApp number is connected to your WABA on NTTData platform * You can proceed with integration and template planning ### Within 24 Hours * Final connectivity checks are completed * You can begin production messaging after business and template readiness ### Billing * Message billing starts under NTTData once service is active * Meta conversation charges apply according to your category and region *** ## Related pages * [Technology](/syntphony-messaging-portal/messaging-tools/technology.md) * [Adding a WhatsApp Phone Number (Embedded Sign-In Guide)](/syntphony-messaging-portal/messaging-tools/technology/whatsapp-add-phone-embedded-signin-guide.md) * [Embedded Sign-In](/syntphony-messaging-portal/messaging-tools/technology/embedded-sign-in.md) * [Phone Configuration](/syntphony-messaging-portal/messaging-tools/administration/phone-configuration.md) --- # Agent Instructions This documentation is published with GitBook. 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