Before you connect
Before starting, confirm that:- You selected the correct domain in Uppzy.
- You have permission to manage the WhatsApp business account you want to connect.
- Browser pop-ups are allowed for the setup flow.
- Your Reference Documents and Widget Setup are ready enough for real customer conversations.
Connect WhatsApp
- Open Integrations for the selected domain.
- Find the WhatsApp card.
- Choose Connect WhatsApp.
- Complete the Meta onboarding flow in the popup or redirected window.
- Return to Uppzy after the flow completes.
- Confirm that the WhatsApp card now shows Integration Details.
- Turn the switch on when you are ready for the integration to be active.
Connected state
When WhatsApp is connected, the card shows Integration Details. The details window can show:- Phone number information
- Display number when available
- Business name when available
Enable or disable WhatsApp
Use the switch on the WhatsApp card to control whether the integration is active.- On: WhatsApp conversations can be handled through the connected configuration.
- Off: the connection remains saved, but the integration is inactive.
Delete the WhatsApp connection
Use Delete from Integration Details when you want to disconnect WhatsApp from the selected domain. Before deleting, confirm that:- You are on the correct domain.
- Your team is ready for WhatsApp conversations to stop using this connection.
- You understand that you may need to reconnect later if you want to use WhatsApp again.
Test checklist
After connecting WhatsApp:- Confirm the card shows Integration Details.
- Confirm the switch is on when you want the integration active.
- Confirm the displayed business or phone number matches the account you intended to connect.
- Send a test message through the connected WhatsApp channel.
- Confirm the answer matches your Reference Documents and assistant setup.
- Review Chat History and Statistics after testing.
Troubleshooting
If the connection does not appear after setup:- Refresh the Integrations page.
- Confirm the Meta flow completed successfully.
- Check whether your browser blocked the setup window.
- Confirm that you started from the correct domain in Uppzy.
- Try connecting again.