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Connect WhatsApp and prepare delivery

Convert supports connected WhatsApp numbers and Meta Cloud channels. Their connection process, provider rules, and safe delivery pace differ. Select the channel that your workspace has configured before preparing templates or campaigns.

Connect a number

  1. Open WhatsApp in Convert and choose the Convert WhatsApp connection.
  2. Scan the displayed QR code using WhatsApp on the phone: Linked devices → Link a device.
  3. Alternatively, link with a phone number when offered. Enter the full number with country code, then enter Convert's temporary code in WhatsApp → Linked devices → Link with phone number.
  4. Wait for connected status and verify that the displayed number is the intended sender.
  5. Check a small controlled send before scheduling a large campaign.
Keep the phone and account healthy. Provider restrictions, session logout, another linked session taking over, or an offline phone can interrupt delivery. Repeated bursts do not make a disconnected channel recover faster.

Use Meta Cloud

Meta Cloud delivery uses approved templates and the connected business channel configuration. Prepare and submit templates through Convert's template library, review approval state, and supply the variables displayed by Convert. API clients do not need to construct provider-specific component aliases.
Respect WhatsApp opt-in. Only record whatsapp_opt_in: true when the recipient has actually consented. Meta channel readiness and template approval remain required even when a request is syntactically valid.

Send and receive

Use channel: "whatsapp" for strict WhatsApp delivery. An unavailable channel or unreachable recipient produces an error. Use the batch API for larger personalized sends so Convert can pace provider submissions.
Subscribe to incoming events using customer webhooks when your application needs inbound messages. Delivery and read receipts are separate from message.received events. See webhooks.

Reconnect safely

Check the account on the phone first. Confirm you can send normally, the phone is online, and Linked devices does not show an unexpected session taking over. Then use the reconnect action in Convert and scan a fresh QR code if requested.
A restricted or banned number cannot be fixed by reconnecting. Resolve the restriction in WhatsApp before repeating the pairing flow.