Connecting WhatsApp
To use WhatsApp in QuantixOne, you link your WhatsApp Business Account (WABA) through Meta. The whole flow is two clicks plus a Meta login — QuantixOne pre-fills your business details from your organization profile, so there's no separate form to fill in.
Navigating to WhatsApp Setup
- Click Settings in the left sidebar.
- Go to Channels → WhatsApp.
If WhatsApp is not yet connected, you'll see a Create Business Account card.
Step 1 — Create a Business Account
Click Create Business Account. QuantixOne creates the underlying business account automatically, using your organization's existing name, email, company, currency, and website — there's no form to fill in first.
Step 2 — Create a Project
Once the business account exists, you'll see a Create Project card. Click it — this opens the WhatsApp setup page in a new tab and creates the project automatically.
Step 3 — Connect to Facebook
The setup page shows your business information (read-only, pre-filled) for you to review. Check the terms & conditions box, then click Connect to Facebook.
Log in with the Facebook account that has Admin access to your Meta Business Manager. Using a personal account or one without admin rights will prevent the WABA from appearing in the selector.
A Meta login popup opens. Log in, grant the requested permissions, and select the WhatsApp Business Account (WABA) and phone number to link. Once authorized, QuantixOne receives your WABA credentials and activates the connection.
Verifying the Connection
After completing the Meta authorization, the WhatsApp channel page shows your connection status:
| Status | Meaning |
|---|---|
| Not Started | No business account created yet |
| Pending | Business account created, awaiting the next step |
| Setup Incomplete | Project created, but Meta authorization not yet completed |
| WABA Connected | Meta authorization completed |
| Active | Fully connected — messages can be sent and received |
| Failed | Something went wrong — reconnect to retry |
| Suspended | Meta has suspended the account |
Reconnecting
If the connection is lost (e.g., Meta access was revoked), click Reconnect on the channel settings page to repeat the Meta authorization step.