> ## Documentation Index
> Fetch the complete documentation index at: https://docs.digifist.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Connect WhatsApp

> Walk through Meta's official Embedded Signup modal inside Galantis to create or attach your WhatsApp Business Account and register a phone number — usually 5 minutes from install to dashboard.

After installing Galantis on Shopify, the next step is connecting WhatsApp. Galantis launches **Meta's official Embedded Signup** modal inside the app — a Facebook-hosted pop-up that handles every step of attaching a WhatsApp Business Account (WABA): logging into Meta, picking or creating your Meta Business, registering a phone number, choosing a display name, and verifying ownership. You stay inside the Galantis app the whole time.

If you already have a WABA — including a number from the WhatsApp Business mobile app — the same modal lets you connect or migrate it in the same flow. No separate Meta dashboard visit, no manual token handling.

<Note>
  There are two ways to connect: the **full WhatsApp Platform** (campaigns and automations) or a **simple chat button**. If you are not sure which you need, read [Choose Your Connection](/galantis/whatsapp/getting-started/choose-your-connection) first.
</Note>

<Frame>
  <img src="https://mintcdn.com/digifist/Y2QwIxh-XP2Pn9GM/images/galantis/whatsapp/embedded-signup-launch.png?fit=max&auto=format&n=Y2QwIxh-XP2Pn9GM&q=85&s=05278c819fccbcad9ac34193d9777fbf" alt="Embedded Signup modal launching from Galantis" width="3280" height="2186" data-path="images/galantis/whatsapp/embedded-signup-launch.png" />
</Frame>

## What is Embedded Signup?

Embedded Signup is Meta's recommended onboarding flow for Tech Provider apps like Galantis. Instead of asking you to set things up in Meta Business Manager and copy access tokens, the modal walks you through everything in one place and returns the credentials Galantis needs automatically. From your point of view, it's a single pop-up with 5–7 steps.

<Note>
  You don't need a pre-existing WABA or Meta access token. The modal creates them for you if needed — or attaches your existing ones if you have them.
</Note>

## Before you start

* Have your Facebook or Meta Business credentials ready (the email and password you use to log into Meta Business Manager)
* Decide which phone number you'll connect — see [Choose a phone number](/galantis/whatsapp/getting-started/choose-phone-number)
* Make sure the number can receive an SMS or voice call for verification
* If you're migrating from the WhatsApp Business mobile app, keep the device with the app available — Meta may ask you to confirm the migration there

## Pick your starting point

<Tabs>
  <Tab title="I'm new to WhatsApp Business Platform">
    You're setting up your first WhatsApp Business Account. The modal will create your WABA, attach a phone number, and verify it — all in one pass.

    <Steps>
      <Step title="Open the Galantis app and click Connect WhatsApp">
        On the in-app onboarding screen (or under **Settings → WhatsApp Connection** afterward), click **Connect WhatsApp**. Meta's Embedded Signup modal opens inside the app.
      </Step>

      <Step title="Log in to Facebook / Meta">
        Use the Facebook account that administrates (or will administrate) your Meta Business. If you're not signed in, the modal shows the standard Facebook login screen.
      </Step>

      <Step title="Choose or create your Meta Business">
        Select an existing Meta Business if you already have one (for example, for Facebook/Instagram ads). Otherwise create one in the modal — give it your store name and confirm your country.
      </Step>

      <Step title="Create your WhatsApp Business Account (WABA)">
        Confirm the name of your WABA. This is internal — customers don't see it; they see your phone number's display name.
      </Step>

      <Step title="Add your phone number">
        Enter the number you decided on in [Choose a phone number](/galantis/whatsapp/getting-started/choose-phone-number). Meta will send a 6-digit code via SMS or voice call — enter it in the modal to confirm ownership.
      </Step>

      <Step title="Set your display name">
        Pick the name customers will see in WhatsApp alongside your number — typically your store or brand name. Meta reviews display names; approval is usually quick but can take 1–2 business days. See [Meta's guidelines](https://developers.facebook.com/docs/whatsapp/embedded-signup/onboard-clients) for naming rules.
      </Step>

      <Step title="Done — Galantis takes it from here">
        The modal closes and Galantis receives the credentials. You land in the Galantis dashboard, ready to set up your first campaign.
      </Step>
    </Steps>
  </Tab>

  <Tab title="I already have a WhatsApp Business Account">
    Your Meta Business already has a WABA with one or more registered phone numbers. The modal will let you attach the existing WABA to Galantis without re-creating anything.

    <Steps>
      <Step title="Click Connect WhatsApp in the Galantis app">
        The Embedded Signup modal opens.
      </Step>

      <Step title="Log in to Facebook / Meta and pick your Business">
        Use the account that has admin access to your existing WABA. Select your Meta Business when prompted.
      </Step>

      <Step title="Select your existing WABA">
        The modal lists the WABAs you have permission to manage. Pick the one you want to use with Galantis.
      </Step>

      <Step title="Choose the phone number">
        Pick a number that's already registered to your WABA, or add a new one in the same flow. New numbers go through SMS/voice verification.
      </Step>

      <Step title="Confirm and finish">
        Galantis receives the credentials. The connected WABA + number appear on your Galantis dashboard.
      </Step>
    </Steps>

    <Tip>
      You can connect multiple numbers per workspace — useful for separating brands, regions, or marketing vs. transactional sends. See [Multiple phone numbers](/galantis/whatsapp/integrations/meta-whatsapp/multiple-phone-numbers).
    </Tip>
  </Tab>

  <Tab title="I'm currently using the WhatsApp Business app">
    Your store's WhatsApp Business mobile app number can move to the Cloud API and into Galantis directly from the Embedded Signup modal — no separate uninstall, no manual cooldown. Meta handles the migration inside the flow.

    <Steps>
      <Step title="Keep the device with the WhatsApp Business app available">
        Meta may prompt you to confirm the migration in the app to make sure the number's owner approves the switch.
      </Step>

      <Step title="Click Connect WhatsApp in the Galantis app">
        The Embedded Signup modal opens.
      </Step>

      <Step title="Log in to Facebook / Meta and pick your Business">
        Use the Meta Business account associated with the number (or that you want to associate with it).
      </Step>

      <Step title="Select your existing WhatsApp Business app number for migration">
        The modal recognizes numbers registered to the WhatsApp Business app and offers to move them to the Cloud API. Confirm in the modal — and in the app if Meta asks.
      </Step>

      <Step title="Set or confirm your display name">
        You can keep your existing display name or pick a new one. Meta reviews any changes.
      </Step>

      <Step title="Finish in Galantis">
        Galantis receives the migrated number's credentials. The number now sends through the Cloud API; the WhatsApp Business app's role on this number ends. Past chat history stays on the device's local backup; new conversations land in the Galantis Inbox.
      </Step>
    </Steps>

    <Warning>
      After migration, the number is on Cloud API only — the WhatsApp Business app can no longer use it. Plan with your team if anyone was using the app to reply to customers manually.
    </Warning>
  </Tab>
</Tabs>

<img src="https://mintcdn.com/digifist/Y2QwIxh-XP2Pn9GM/images/galantis/whatsapp/successfully-connected.png?fit=max&auto=format&n=Y2QwIxh-XP2Pn9GM&q=85&s=bbb9b0f8be486d8fbe34e40e6d2e8b35" alt="Successfully connected" width="3280" height="2186" data-path="images/galantis/whatsapp/successfully-connected.png" />

## How to know it worked

Once the modal closes successfully, three things confirm the connection:

<CardGroup cols={3}>
  <Card title="WhatsApp tab in Galantis" icon="check">
    The Galantis dashboard shows your connected WABA name, phone number, and display name under **Settings → WhatsApp Connection**.
  </Card>

  <Card title="Verified status" icon="circle-check">
    The number shows a "Verified" or "Pending verification" badge. Marketing-category messages require display-name approval (1–2 days); utility-category messages are sendable immediately.
  </Card>

  <Card title="Test message" icon="paper-plane">
    From **Templates**, send a test utility template to your own phone. A delivered message is the cleanest proof the connection works end-to-end.
  </Card>
</CardGroup>

## Adding more numbers later

You can attach additional phone numbers to the same WABA after the initial connection — useful as your store scales to multiple brands, regions, or message types. Open **Settings → WhatsApp Connection → Add number** to re-launch the Embedded Signup modal for the additional number.

See [Multiple phone numbers](/galantis/whatsapp/integrations/meta-whatsapp/multiple-phone-numbers) for when and why to use more than one.

## Troubleshooting

<AccordionGroup>
  <Accordion title="The modal won't open or closes unexpectedly" icon="triangle-exclamation">
    Check your browser's pop-up blocker — the Embedded Signup modal is a Facebook-hosted pop-up. Allow pop-ups for the Galantis app domain and try again. If you're using strict privacy extensions, temporarily disable them for this session.
  </Accordion>

  <Accordion title="Verification SMS / call never arrives" icon="phone-slash">
    Make sure the number is correct including country code, and that it can receive international SMS or calls. Retry in the modal — Meta sends a new code each time. If the number is a VoIP or toll-free number, it may not be supported; check Meta's [phone number requirements](https://developers.facebook.com/docs/whatsapp/cloud-api/get-started).
  </Accordion>

  <Accordion title="Display name was rejected" icon="ban">
    Meta rejects names that contain URLs, email addresses, promotional language ("Best", "Cheap", "Sale"), all-caps shouting, or that don't match your brand. Resubmit with a clear brand-aligned name. See Meta's [display name guidelines](https://developers.facebook.com/docs/whatsapp/embedded-signup/onboard-clients).
  </Accordion>

  <Accordion title="Migration from WhatsApp Business app fails" icon="circle-xmark">
    The modal will explain the specific reason — usually an owner mismatch (the Meta Business doing the migration is different from the one that originally registered the number) or a Meta-side hold. Contact Galantis support with the modal's error message and we'll guide the next step.
  </Accordion>

  <Accordion title="I need to disconnect and reconnect later" icon="rotate">
    See the [Technical reference: connecting WABA](/galantis/whatsapp/integrations/meta-whatsapp/connecting-waba) for token expiry handling, reconnection, and how the Cloud API access token is stored and refreshed.
  </Accordion>
</AccordionGroup>

## Connect your product catalog

To send product carousels and show product details in automations, connect a **Meta product catalog** in Galantis. This is separate from syncing your Shopify store; WhatsApp product messages need a Meta catalog.

<Steps>
  <Step title="Open catalog settings">
    In Galantis, go to **Settings → Connections** and find the **Product catalog** section.
  </Step>

  <Step title="Connect a Meta catalog">
    Click **Connect Meta catalog**. Then either select an existing catalog from your Meta Business account, or create a new one by entering a catalog name. Both directions work: Galantis can use a catalog you already have in Meta, or submit a new catalog to Meta for you.
  </Step>

  <Step title="Choose what drives product messages">
    Pick which catalog powers product messages: single product message (SPM), multi-product message (MPM), or the whole catalog.
  </Step>
</Steps>

<Note>
  The catalog is required for dynamic product carousels and product information in automations.
</Note>

<Warning>
  If your catalog does not appear, your Meta permissions may have expired, or you created the catalog after your last Meta login. Reconnect Meta to load the latest catalogs.
</Warning>

***

<CardGroup cols={2}>
  <Card title="Send your first campaign" href="/galantis/whatsapp/getting-started/first-campaign">
    With a connected number, create a template and send your first WhatsApp broadcast.
  </Card>

  <Card title="Technical reference: connecting WABA" href="/galantis/whatsapp/integrations/meta-whatsapp/connecting-waba">
    OAuth scopes, token storage, reconnection, and what Galantis does behind the scenes.
  </Card>
</CardGroup>