This article explains the complete technical flow of what happens during an Embedded Signup session.

The Flow Step-by-Step

  1. Client clicks the "Connect WhatsApp" button on your CRM's onboarding page.
  2. Facebook Login popup appears — the client logs in with their Facebook account that manages their business.
  3. Permission screen — the client is shown which permissions your app is requesting and clicks Approve.
  4. WhatsApp Business selection — the client selects or creates their WhatsApp Business Account.
  5. Phone number verification — the client enters their business phone number and verifies via OTP.
  6. Automatic configuration — behind the scenes, the CRM automatically retrieves the Phone Number ID, WABA ID, and generates the necessary tokens.
  7. Webhook setup — the CRM auto-registers its webhook URL with Meta.
  8. Success screen — the client sees a confirmation that their WhatsApp is now connected.
💡 Pro Tip: The entire flow takes 2–3 minutes for the client. No technical knowledge required on their end.