WhatsApp (Official)

This connection uses Meta's official WhatsApp Business API, providing a secure, stable, and feature-rich integration for your AI agents.

πŸ“Ή Video Guides

Understanding WhatsApp Official API

Before connecting, watch this comprehensive guide to understand how the official API works, pricing models, and the two connection approaches available:

Topics covered:

  • How Meta's portfolio structure works

  • App + API vs API-only modes

  • Pricing model (24-hour conversation windows)

  • Two connection paths: Your portfolio vs Client portfolio

  • Verification requirements

  • Common questions answered

Step-by-Step Connection Tutorial

Watch this practical walkthrough showing exactly how to connect WhatsApp through Zaia's interface:


πŸ”Œ Quick Connection Guide

In Zaia

  1. Go to Workspace Settings β†’ Connections β†’ New Connection

  2. Select WhatsApp (Official) and give it a name

  3. Click "Connect"

⚠️ Allow pop-ups when prompted - Meta's authentication opens in a new window.


In Meta's Flow

1. Create or Select Portfolio

  • New portfolio? Fill in: name, email, country, website (or Instagram)

  • Existing portfolio? Select from dropdown

2. Choose Connection Type

Create WhatsApp Account
Connect Existing App

Brand new number

Number already using WhatsApp Business app

Number never used WhatsApp

Keep using app + add automation (coexistence)

3. Add Phone Number

  • Enter the number with country code

  • Info must match your WhatsApp Business app (if connecting existing)

4. Verify Number (for existing numbers)

QR Code Method:

  • You'll receive a message from Facebook Business on WhatsApp

  • Click "Connect" button in the message

  • Choose "Don't share conversations"

  • Scan the QR code

Access Code Method:

  • Click "Use access code instead"

  • Enter the code sent to WhatsApp

πŸ’‘ New accounts: If verification fails, wait 15-30 minutes and try again.

5. Confirm Settings

  • Select timezone

  • Review permissions

  • Click "Confirm" β†’ "Finish"


Back in Zaia

  1. Create a Channel and link it to your new WhatsApp connection

  2. Assign an Agent or Squad

  3. Test by sending a message to your number

βœ… Done!


⚠️ Important: New Portfolio Verification

Created a new portfolio during setup? You'll need to verify it within a few hours:

  • Required docs: Business registration, proof of address

  • Processing: 2-5 business days

  • Without verification, connection may be restricted after initial period


🎯 Two Connection Approaches

Your Portfolio (Up to 40 numbers)

Add client numbers to your own Meta Business portfolio.

Best for: Starting out, quick setup, full control Limit: 40 numbers total (2 portfolios Γ— 20 each) Verification: Verify YOUR account once, add all 40 numbers without re-verifying

Client Portfolio (Unlimited)

Client creates portfolio and adds you as admin.

Best for: Scaling beyond 40, formal businesses, client ownership Limit: Unlimited Verification: Each client may need to verify their portfolio (if formal business)

πŸ’‘ You can create 2 portfolios but be admin on unlimited client portfolios.


πŸ“± App + API vs API-Only

App + API (Coexistence)

Client keeps using WhatsApp Business app + your AI agent responds via API.

When to use: Client wants to keep app access, team needs to respond, IA + human together

API-Only (Exclusive)

Number becomes 100% API. Client cannot use app anymore.

When to use: Full automation, client doesn't need app, dedicated new number

⚠️ Warning: API-only migration is irreversible - number can never return to app mode.


πŸ’° Pricing

  • Client sends message: FREE

  • You respond (within 24h): FREE - unlimited replies

  • You initiate conversation: ~$0.15-0.35 per message (requires template)

βœ… Perfect for AI agents! Each client message opens a 24h window for unlimited free responses.


βœ… Verification

When Required

  • New portfolios (within a few hours of creation)

  • High volume (1,000+ messages/day)

  • Some advanced features

What You Need

  • Business documents (CNPJ, registration)

  • Proof of address

  • Processing: 2-5 business days

Key Points

  • Your Portfolio: Verify once β†’ add all 40 numbers

  • Client Portfolio: Each client verifies their own (if formal business)

  • Small clients (MEI/PF): Usually don't need immediate verification

⚠️ New portfolios work initially but require verification within hours for continued service.


❓ FAQ

Do I need a Facebook Page? No! Connect directly through Business Manager.

Can I use an existing WhatsApp number? Yes! Choose "Connect existing app" for coexistence mode (App + API).

Will I see previous conversations? No. Only new conversations from connection time forward (Meta API limitation).

Can I switch from API-only back to App+API? No. API-only migration is irreversible.

How much does it cost? Receiving + replying (24h): FREE | Initiating: ~$0.15-0.35/message | Billed by Meta, not Zaia.

When do I need verification? New portfolios need verification within hours. Small clients (MEI/PF) usually don't need immediate verification.


πŸ”§ Troubleshooting

QR Code / Verification Code Fails Wait 15-30 minutes (especially for new accounts) and try alternative method (QR ↔ Code).

Pop-up Blocked Allow pop-ups for Zaia domain. Try Chrome if issues persist.

Connection Works Then Stops Verification required. Check Meta email and verify business in Business Manager.

Messages Not Appearing Ensure: Connection β†’ linked to Channel β†’ Channel has active Agent/Squad β†’ Account verified (if needed).

Can't See Message History Meta API limitation. Only new conversations from connection time forward are visible.


πŸ“š Resources

Need help? Contact Zaia support through the in-platform chat.

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