WhatsApp Business API Readiness Checklist

Accounts and number

• Do you have a verified Meta Business account?
• Is the phone number you plan to use free of an active WhatsApp or WhatsApp Business app registration, or are you ready to migrate it?
• Does your business name match your public website and documents?
• Do you know who will be the admin on the account?

Messaging plan

• Which messages will you send: updates, reminders, support, marketing?
• Are your message templates written and approved by Meta?
• Do you know the difference between service and template conversations and how they are priced?
• Who answers customer replies, and during which hours?

Consent and compliance

• Do customers explicitly opt in before you message them?
• Can customers opt out easily?
• Is your privacy policy linked and accurate?
• Do you avoid messaging people who have not agreed to hear from you?

Systems and integration

• Which system triggers messages: ERP, CRM, billing, website?
• Do you need a shared inbox for your team?
• Do you need chatbots or automation for common questions?
• How will you track delivery, replies and results?