Embedded signup is a way for Business Solution Providers (BSPs) to let businesses onboard to the WhatsApp Business API 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.
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 API through a solution provided by a BSP.
Embedded signup significantly accelerates onboarding of new customers, making it easier for you to scale with the WhatsApp Business API. Specifically, this is what is changing:
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.
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.
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 Facebook 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:
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 will no longer need to wait for business verification completion to start testing the API.
After businesses sign up through embedded signup, they have access to a trial experience where they can send business-initiated messages to 2 phone numbers and have 10 customer-initiated conversations for the first 30 days. This trial state is only valid for the first verified phone number for each WhatsApp Business Account.
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.
Businesses can test message sending with a select set of pre-approved message templates in multiple languages —see pre-approved message templates.
BSPs who want to use embedded signup need to integrate it into their websites or client portals. Follow these steps to complete your integration.