Embedded Signup for Business Solution Providers

Embedded signup is a way for Business Solution Providers (BSPs) to let businesses onboard to the WhatsApp Business Platform directly from their website. This embeddable onboarding flow simplifies the current process, reducing onboarding from days to a matter of minutes, and allows BSPs to get more customers set up more quickly with WhatsApp. Embedded signup can be used to onboard customers to the WhatsApp Business API On-Premises solution and the Cloud API.

This guide is aimed at BSPs looking to implement embedded signup. For the purposes of this guide, we use the words “business” and “customers” to describe companies that use the WhatsApp Business Platform through a solution provided by a BSP.

Watch the video How to use embedded signup to onboard clients to the WhatsApp Business API.

Why You Should Use It

Embedded signup significantly accelerates onboarding of new customers, making it easier for you to scale with the WhatsApp Business Platform. Specifically, this is what is changing:

Businesses Sign Up in Minutes

Embedded signup reduces onboarding time from days to minutes by simplifying the process and having all the steps (i.e., connecting Business Manager accounts, creating WhatsApp business accounts, verifying phone numbers) in a single flow.

Businesses Sign Up Through BSP’s Website

As a BSP, you can embed the new onboarding flow on your website or client portal to allow a streamlined signup process. This way, your customers do not need to leave your site to signup.

Businesses Own Their WABAs

With embedded signup, businesses own their WhatsApp Business Accounts (WABAs) and share access to it directly with their Business Solution Provider. The business does not have to take any action to add the BSP to their WABA.

This account model allows customers to see their WhatsApp Business Accounts in their Business Manager and seamlessly integrate with other Meta experiences, such as Ads that Click to WhatsApp.

It empowers businesses to manage their WABA, and shifts the responsibility for BSPs, allowing them to focus on offering quality products and services to customers, rather than dealing with operational tasks.

Even with the new model, BSPs:

• Have management control over assets (including templates and phone numbers) when using the API.
• Can use webhooks to check a business’ status.
• Must continue hosting the phone number.

BSPs Manage Billing

As a BSP, you are responsible for sharing your line of credit with the business to be billed. BSPs can manage the billing and credit lines for their clients' WhatsApp Business Accounts.

Businesses Start Messaging Immediately

Businesses can start messaging customers immediately and only need to complete Business Verification when they’re ready to scale business-initiated conversations or request to become an Official Business Account (OBA).

After completing Embedded Signup or the “on behalf of” (OBO) onboarding processes, businesses can immediately:

• Respond to unlimited customer-initiated conversations (24-hour messaging windows).
• Send business-initiated conversations to 50 unique customers in a rolling 24-hour period.
• Register up to two (2) phone numbers.

Less Manual Work Is Needed From BSPs

Embedded signup contains multiple APIs and webhooks that make it easy for BSPs to manage business signup at scale. This new flow reduces the number of manual steps required by BSPs and automates key processes, allowing you to get businesses set up with WhatsApp more easily.

Pre-Approved Message Templates

Businesses can test message sending with a select set of pre-approved message templates in multiple languages —see pre-approved message templates.

How To Use It

BSPs who want to use embedded signup need to integrate it into their websites or client portals. Follow these steps to complete your integration.

Restrictions

• Businesses must use a new phone number to sign up for the platform, whether through manual onboarding or embedded signup. They are not able to sign up with a number that is currently active on WhatsApp Messenger App or the WhatsApp Business App.
• Independent Service Vendors (ISVs) are not currently able to use embedded signup, so embedded signup should not be used to register any phone numbers from an ISV. They must continue using the manual onboarding flow.

Next Steps

If you want an overview of the product first, see Overview. To get started, go to Integration of the Embedded Signup Flow.