WhatsApp setup
WhatsApp Cloud API connects your number to MICROLEVEL so you can send campaigns, follow up on leads, and run renewal nudges in the channel your customers actually check.
1. Get a Meta Business account
If you don't already have one, create a Meta Business account. You need to complete Business Verification (submit your business documents) before you can connect a phone number.
2. Create a WhatsApp Business App
In Meta Business Manager → WhatsApp → Get started, create a new WhatsApp Business App. This generates the permanent token and app secret MICROLEVEL needs.
3. Add your phone number
Under Phone numbers in the WhatsApp section of Business Manager, add the number you want to use. Choose Cloud API as the tool (not the Business app). Wait for the number to show as "Active" before proceeding.
4. Link in MICROLEVEL
In Settings → WhatsApp, enter the permanent token, app secret, and phone number ID. MICROLEVEL will ping the Cloud API to verify the connection and show the number as active.
5. Approve your first template
Go to Settings → WhatsApp Templates and create a template (e.g., "lead follow-up"). Meta will review it (usually within a few hours) and you'll be notified when it's approved. You can then use it in campaigns or workflows.
Message costs
WhatsApp conversation pricing is set by Meta and passed through to you at cost — we add zero markup. You'll see a live cost meter on the conversations page so you never overspend.