Squarebox
  • Welcome to Squarebox Docs!
  • 🗒️Onboarding Procedure
    • Prerequisites for Onboarding
    • How to Sign Up for Squarebox
    • Connecting Whatsapp
    • Meta Business Verification
    • Messaging Limits & Quality Ratings
  • 👥Customers & Segments
    • Custom Columns
    • Importing Customers
    • Customer Details
    • Search and Filter
    • Column Customization
    • Bulk Actions
    • Segments
  • 📔Templates
    • WhatsApp Templates
    • Template Library
  • Automations
  • 🖼️Media Library
    • Assets
    • Dynamic Image Generation
    • Layouts
  • 📤Campaigns
    • Basic Campaigns
    • Campaigns with Rules
    • Retargeting Campaigns
    • Campaign Status and Performance
    • Use Cases for Campaigns
  • 🗣️CHat
    • Key Features
    • User Roles & Permissions
    • How Chats Work
    • Chat search
  • 🔗Integrations
    • Google Sheets Integration
  • 📍Others
    • Team Management
    • Plan & Billing
    • Profile & Business Details
    • Notifications
  • Test team
  • Advanced Preferences
  • Knowledge Base
  • Automations and triggers
    • Overview
    • Auto Messages (Trigger-Based Automations)
    • Performing Internal Actions
    • Exit Conditions and Real-Time Use Cases — Education & Real Estate
    • Page
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  • 1. Facebook Business Manager Account
  • 2. Business Website
  • 3. Dedicated Phone Number
  1. Onboarding Procedure

Prerequisites for Onboarding

PreviousWelcome to Squarebox Docs!NextHow to Sign Up for Squarebox

Last updated 5 months ago

To integrate and use Squarebox effectively with the WhatsApp Business API, meeting the prerequisites outlined below is essential. Completing these steps ensures a seamless setup and avoids unnecessary delays.

1. Facebook Business Manager Account

Purpose:

A Facebook Business Manager Account is mandatory for managing your business presence on WhatsApp, Facebook, and Instagram.

Why is it Required?

  • Centralized management of business assets.

  • Essential for WhatsApp Business API integration.

  • Helps maintain compliance with Meta policies.

Steps to Create a Facebook Business Manager Account:

  1. Go to .

  2. Click on ‘Create Account.’

  3. Enter your Business Name, Your Name, and Business Email Address.

  4. Click on ‘Submit’ to create the account.

  5. Verify your email through the confirmation link sent to your inbox.

Key Requirements:

  • A Facebook Page or Instagram Page linked to your business.

  • Admin access to the Facebook Business Manager account.

2. Business Website

Purpose:

Your business website acts as a verification tool for your business's legitimacy during WhatsApp API approval.

Essential Website Requirements:

  1. Professional Design: Ensure your website is polished and functional.

  2. Business Identity: Display your Business Name, Logo, and Contact Information prominently.

  3. About Us Page: Clearly describe your business mission, services, and history.

  4. Privacy Policy Page: Include a detailed privacy policy explaining how customer data is managed.

  5. Terms of Service: Outline the terms under which your business operates.

3. Dedicated Phone Number

Purpose:

A dedicated phone number is required for your WhatsApp Business Account.

Key Requirements:

  1. Must be a dedicated business line.

  2. Should not be linked to any personal WhatsApp account.

  3. Cannot be actively used on another WhatsApp-enabled device.

Steps to Prepare Your Number:

  1. Ensure the number is not linked to any existing WhatsApp accounts.

  2. Keep the number accessible for SMS or voice verification.

🗒️
Facebook Business Manager