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Canonical page: https://docs.teloring.com/docs/product/ring/whatsapp
Last modified: 2026-08-20T20:49:57.000Z

# WhatsApp

The **WhatsApp** inbox connects a WhatsApp Business number to Teloring. Every message a customer sends to that number becomes a conversation in the shared inbox, and agents reply from the same place they handle every other channel. WhatsApp also supports rich features unique to the channel: a managed business profile, pre-approved message **templates** for reaching customers outside the 24-hour window, media, and delivery/read receipts.

:::info
WhatsApp Business runs on Meta's official platform. Connecting an inbox means verifying a phone number and completing Meta's onboarding — Teloring guides you through both. You do not need any technical setup or code.
:::

## Prerequisites

| You need | Why |
| --- | --- |
| Inbox permission | Adding or verifying a number needs **My Ring → Create**; configuring the inbox needs **My Ring → Update**. See [Roles and Permissions](../roles/overview.md). |
| A phone number | Either a number you own (that is **not** already active on the WhatsApp or WhatsApp Business app), an existing WhatsApp Business App account, or a number already running on the WhatsApp Business API. |
| Access to that number | To receive a verification code by SMS or phone call (for the "bring your own number" path). |
| A business name and display name | The display name is what customers see on WhatsApp. |
| Meta approval | After you create the inbox, Meta must complete onboarding and approve the number before it can send. |

## Connect a WhatsApp inbox

Open **My Ring**, click the **WhatsApp** icon, and choose **Add**. A four-step wizard opens.

### Step 1 — Name and number type

![WhatsApp setup — step 1](pathname:///img/screenshots/product/ring/whatsapp/wizard-step1.png)

| Field | What to enter |
| --- | --- |
| **Channel Name** | The internal name for this inbox (for example, *WhatsApp Support*). Agents see it in Conversations. |
| **Number type** | Choose one of the three cards below. |

| Number type | Use when |
| --- | --- |
| 📱 **Bring Your Own Number** | You want to verify a phone number you own and use it as your WhatsApp business line. |
| 💼 **WhatsApp Business App** | You already have a WhatsApp Business App account and will connect it during Meta onboarding. |
| 🔗 **Connect existing account** | The number is already connected to the WhatsApp API — you have its sender number and API key. |

Click **Next →**. *Bring Your Own Number* goes to Step 2; *WhatsApp Business App* skips straight to Step 3; *Connect existing account* goes to its own one-step screen ([below](#connect-an-account-already-on-the-whatsapp-api)).

### Step 2 — Verify your number (Bring Your Own Number)

You'll see any numbers you've already verified. Pick one, or click **+ Add New Number** to verify a new one.

![WhatsApp setup — verify number](pathname:///img/screenshots/product/ring/whatsapp/wizard-verify.png)

The verification sub-flow asks for:

| Field | Detail |
| --- | --- |
| **Phone Number** | Enter with the country code and no spaces or dashes (for example, `972501234567`). |
| **Verification Method** | 📩 **SMS** or 📞 **Phone Call**. |
| **Code Language** | The language of the code message — English, Hebrew, Arabic, Russian, Spanish, Chinese, Hindi, Thai, or French. |

Click **Send Code**, then type the **6-digit code** you receive into the boxes and click **Verify**. If it doesn't arrive, use **Resend SMS** or **Resend via Call**.

:::note
Meta allows up to **2 verification attempts per number**. Make sure you can receive the code before sending it.
:::

### Step 3 — Business details

| Field | What to enter |
| --- | --- |
| **Business Name** | Your company's legal or business name. |
| **Display Name** | The name customers see on WhatsApp (for example, *My Company Support*). |

Click **Create WhatsApp Inbox**.

### Step 4 — Complete Meta onboarding

The inbox is created but not yet live. Click **Open Meta Onboarding ↗** to finish setup with Meta (or copy the link and open it later). When Meta approves the number, the inbox becomes **Active** and can send and receive.

![WhatsApp setup — inbox created](pathname:///img/screenshots/product/ring/whatsapp/wizard-done.png)

:::tip This is the step people get stuck on
Onboarding happens on Meta's side, in a pop-up, across six screens. **[Complete WhatsApp onboarding with Meta](whatsapp/onboarding.md)** walks through every one of them with screenshots, and explains what happens in the hour after you finish.
:::

### Connect an account already on the WhatsApp API

If the number is already live on the WhatsApp Business API — it was set up before you moved to Teloring, or it runs through another system today — there is nothing to verify and no Meta onboarding to complete. Pick **🔗 Connect existing account** in Step 1 and fill in the two details your WhatsApp provider gave you:

| Field | What to enter |
| --- | --- |
| **Sender number ("From")** | The number messages are sent from, with the country code and no spaces or dashes (for example, `972501234567`). |
| **API key** | The API key issued for that number. It is stored on our servers, never shown again, and never sent to your browser. |

Click **Connect Inbox**. Teloring checks the pair against the provider, points the provider's incoming-message webhook at your account, and the inbox goes live as **Active** straight away — messages, templates and the business profile all work immediately.

:::caution The number's incoming messages move to Teloring
Setting the webhook replaces whatever address the provider was posting to before. If another system is still handling this number, it stops receiving from the moment you connect. Connect the inbox when you are ready to switch over.
:::

If the credentials are refused, check the number for typos (digits only, with the country code) and confirm the API key belongs to that exact sender number. A number that is already connected to another inbox is rejected — one number can have only one live webhook.

## Inbox status

A WhatsApp inbox moves through these states, shown as a badge in the channel modal:

| Status | Meaning |
| --- | --- |
| **Pending Onboarding** | Created in Teloring; Meta onboarding not finished yet. Not sending or receiving. |
| **Pending Approval** | Onboarding done; waiting for Meta to approve the number. |
| **Receive Only** | Can receive messages but cannot send yet. |
| **Active** | Fully live — sending and receiving. |
| **Error** | Something went wrong. Contact support. |
| **Deleted** | The WhatsApp account for this number was removed. |

While the inbox is pending, its edit page shows an **Onboarding** tab with the **Open Meta Onboarding ↗** button so you can finish setup at any time. See [Complete WhatsApp onboarding with Meta](whatsapp/onboarding.md) for the full walkthrough.

Once onboarding is finished, allow **up to one hour** for the number to become fully operational. That wait is automatic — no support ticket is needed unless the inbox is still not Active after an hour.

## The WhatsApp edit page

Open the inbox from My Ring (the pencil icon) to reach its edit page. It has four tabs. The **Profile** and **Templates** tabs unlock once the inbox is Active (or Receive Only); before that, you'll land on **Onboarding**.

### Profile tab

Manage the business profile customers see on WhatsApp.

![WhatsApp edit — Profile tab](pathname:///img/screenshots/product/ring/whatsapp/edit-profile.png)

| Field | Notes |
| --- | --- |
| **Profile picture** | Upload a JPEG or PNG, up to 5 MB. Use a square image. |
| **About** | A short line visible to your contacts (up to 139 characters). Cannot be left empty. |
| **Address** | Up to 256 characters. |
| **Email** | A contact email for the business. |
| **Website** | Must start with `http://` or `https://`. |
| **Business Type** | One of Meta's categories (Automotive, Beauty, Education, Finance, Medical, Retail, Restaurant, and so on). |
| **Description** | A longer description, up to 256 characters. |
| **Display Name** | Read-only. It can only be changed in Meta Business Manager. |
| **Daily Limit** | Read-only. Meta's messaging limit for the number. |

A stats bar shows conversations this month, the daily limit, and the number's **verification** status (Verified, Not Verified, Under Review, and so on).

### Templates tab

WhatsApp **message templates** are pre-written message formats that Meta reviews and approves. You need a template to message a customer **outside** the 24-hour window (see [Capabilities](#capabilities-and-limits)).

![WhatsApp edit — Templates](pathname:///img/screenshots/product/ring/whatsapp/edit-templates.png)

The list shows each template with a status pill (**Approved / Pending / Rejected**), a category (Utility / Marketing / Authentication), a language, and its content. You can search, filter by status, **duplicate** a template, or **delete** one.

:::warning
A template cannot be edited after it is submitted, and a deleted template's name cannot be reused for **30 days**.
:::

**Create a template** with the three-step wizard (Setup → Content → Review), which shows a live WhatsApp preview as you build:

| Step | What you set |
| --- | --- |
| **Setup** | Language; template type (**Regular**, **Authentication**, or **Document signature**); and a template name (lowercase English letters, numbers, and underscores; at least 5 characters; unique). |
| **Content** | For a Regular template: the header type (text, or text with an image / video / document), the **body** (up to 1024 characters, with variables `{{1}}`–`{{10}}`), an optional **footer** (up to 60 characters, no emoji), and up to 10 **buttons** (quick replies, a website link, a call button, or a coupon code). |
| **Review** | A summary, then **Submit for review**. Meta reviews the template before it can be used. |

:::note
Templates are **created** here but **sent** from inside a conversation. Sending a template uses account credits based on its category; the charge is refunded automatically if the send fails.
:::

### Inbox Settings tab

| Field | Notes |
| --- | --- |
| **Channel Name** | Editable — rename the inbox. |
| **Channel Type** | Read-only (WhatsApp). |
| **Phone Number** | Read-only — the connected number. |
| **Status** | Read-only — the current status label. |

An active inbox also offers **🔄 Re-register webhook**. It tells your WhatsApp provider to send incoming messages to Teloring again — use it if the inbox suddenly stopped receiving because another tool pointed the number somewhere else. It is safe to click at any time and changes nothing else about the inbox.

#### Deleting a WhatsApp inbox

The **Danger Zone** at the bottom of this tab deletes the inbox. It needs **My Ring → Delete** and asks twice: a warning dialog, then typing the inbox name exactly.

:::danger This also deletes the WhatsApp account for the number
Deleting the inbox tells the provider to delete the WhatsApp account behind the number — that is the only way to release a number once it is onboarded on the WhatsApp API. The number stops sending and receiving, and using it again means going through onboarding from scratch. Existing conversations stay in Teloring; only the inbox and the WhatsApp account go away.
:::

### Onboarding tab

Shows whether Meta onboarding is complete. While pending, it offers the **Open Meta Onboarding ↗** button and a **Read the docs** link to the walkthrough; once done, it confirms the inbox is active and ready. See [Complete WhatsApp onboarding with Meta](whatsapp/onboarding.md).

## Capabilities and limits

| Capability | Detail |
| --- | --- |
| Send text | Free-form text with WhatsApp formatting (`*bold*`, `_italic_`, `~strikethrough~`) and line breaks. |
| Send media | Images, video, audio, and documents, with an optional caption. |
| Receive | Text, images, audio, video, voice notes, documents, location (shown as a map link), contacts, reactions, and stickers. Incoming media is saved into Teloring (up to 25 MB). |
| Delivery & read receipts | Outgoing messages show sent, delivered, and read status. |
| Reply to a message | Both text and media can quote a specific earlier message. |

### The 24-hour window (session vs template messages)

WhatsApp only allows free-form replies within a **24-hour customer-care window** that reopens each time the customer messages you.

| Message type | When it works |
| --- | --- |
| **Session message** (free-form text or media) | Only within 24 hours of the customer's last message. |
| **Template message** | Any time — this is how you reach a customer after the 24-hour window has closed, or start a conversation. Templates must be pre-approved by Meta. |

Teloring shows the remaining session time on the conversation so agents know when a template is required.

### Other limits

- The **display name** can only be changed in Meta Business Manager, not in Teloring.
- Template names must be unique, cannot be edited after submission, and a deleted name is reserved for 30 days.
- Profile editing and template management require the inbox to be **Active** or **Receive Only**.
- Profile pictures must be JPEG or PNG, square, and up to 5 MB.

## How WhatsApp messages become conversations

When a customer messages your number:

1. Teloring matches the contact by phone number, or creates a new contact (and a customer record) if it's the first time.
2. It reuses the customer's existing open conversation on this inbox, or opens a new one.
3. The message — and any media — is stored, and the conversation updates with a preview and unread count.
4. Real-time updates, [Studio](../studio.md) automations, and AI Copilot all fire, so the conversation is ready for an agent instantly.

From there, agents reply, assign, label, prioritize, resolve, and link the conversation to a [CRM customer](../crm.md) — see [Conversations](../../getting-started/conversations.md).
