Connecting WhatsApp
To use WhatsApp in QuantixOne, you must link your WhatsApp Business Account (WABA) through a three-step onboarding flow. This flow creates a business account, creates a project, and then authorizes access through Meta's OAuth process.
Navigating to WhatsApp Setup
- Click Settings in the left sidebar.
- Go to Channels → WhatsApp.
If WhatsApp is not yet connected, you will see the onboarding wizard.
The three-step onboarding wizard appears when WhatsApp is not yet connected.
Step 1 — Create a Business Account
Fill in your organization's details:
| Field | Description |
|---|---|
| Display Name | The name shown on your WhatsApp Business profile |
| Business contact email | |
| Company | Your company name |
| Phone Number | Business phone number |
| Website | Your business website URL |
| Currency | Account billing currency |
| Timezone | Your business timezone |
Click Create Business Account to proceed.
Step 2 — Create a Project
A Project links your WhatsApp Business Account to a specific sub-account or location within QuantixOne.
- Enter a Project Name.
- Select the Sub-account / Location to associate it with.
- Click Create Project.
Create a project to link WhatsApp to the correct account.
Step 3 — Connect via Meta
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.
- Click Connect with Meta.
- A Meta (Facebook) login popup opens.
- Log in with the Facebook account that manages your WhatsApp Business Manager.
- Grant the requested permissions.
- Select the WhatsApp Business Account (WABA) and phone number to link.
- Complete the Meta authorization flow.
Log in with Meta and grant permissions to link your WABA.
Once authorized, QuantixOne receives your WABA credentials and activates the connection.
Verifying the Connection
After completing Step 3, the WhatsApp channel page shows your connection status. A green Active badge confirms the channel is ready to use.
A green Active badge confirms your WhatsApp channel is connected.
If the status shows Pending or Setup Incomplete, check that all three steps were completed and that the Meta account has the required Business Manager permissions.
If someone removes QuantixOne's access in Meta Business Manager, the channel status will show Failed. Click Reconnect to re-authorize without losing your templates or settings.
Reconnecting
If the connection is lost (e.g., Meta access was revoked), click Reconnect on the channel settings page to repeat the Meta OAuth step.