This is the page we send to every prospect before a call. It covers the four connection methods, the paperwork, the timeline and the rules that keep your number safe.
How the automation works
Your next sale starts with a conversation.
01
Customer acts
An order, booking, payment or form submission happens on your store or system.
02
trtWhats triggers
The event hits our platform through an integration or webhook and matches a flow.
03
Official message sent
An approved template goes out from your verified WhatsApp number, with buttons and attachments.
04
AI agent closes the loop
Replies are answered from your knowledge base, routed to the shared inbox, or escalated to a person.
Not every business needs the full API on day one. Pick the method that matches your paperwork, your timeline and what you actually want to send.
Official Meta Cloud API (via trtWhats as BSP)
Recommended
What you need
A registered business (RC + ICE in Morocco, CR in KSA/UAE) and a Meta Business Portfolio
A phone number not currently active on WhatsApp, or one you're ready to migrate
A display name that matches your brand
How long it takes
Number live in 24–72 hours; Meta business verification can take 1–5 working days on top
What you get
Approved message templates with buttons, PDFs and tracking links
Unlimited agents on one number, automations, AI agent, campaigns
Eligibility for the verified (green) badge and higher messaging limits
What you cannot do
Send free-text outside the 24-hour customer service window (templates only)
Use the same number in the WhatsApp Business app unless coexistence is enabled (see method 3)
Best for
Any business that sends notifications, invoices or campaigns and wants zero ban risk
QR-code link (unregistered businesses)
What you need
A phone with the WhatsApp Business app and an existing number
No company documents, no Meta verification
How long it takes
About 10 minutes: scan a QR code from the trtWhats dashboard
What you get
Shared team inbox, canned replies and inbound chatbot
Order notifications to customers who already message you
What you cannot do
Use approved templates, buttons or the green badge
Send bulk or marketing broadcasts safely: this is a linked-device session, not the official API, and Meta's limits and ban rules apply to the phone
Best for
Sole traders and very small teams testing automation before registering
API while keeping the WhatsApp Business app active (coexistence)
What you need
A number already active in the WhatsApp Business app, on a recent app version
A Meta Business Portfolio; onboarding through Meta's coexistence flow
How long it takes
Usually same day once the app is updated and the portfolio is ready
What you get
Official Cloud API automations and templates while staff keep replying from the phone app
Chat history and contacts synced into the shared inbox
What you cannot do
Coexistence is subject to Meta's eligibility rules, which vary by country and app version
Some API features, including calling, are not available in coexistence mode
Best for
Teams that live in the phone app but need official notifications and an AI agent
Onboarding via your Facebook Business Portfolio, verification handled by us
Recommended
What you need
Admin access to your Facebook Business Portfolio (we guide you through Meta's embedded sign-up)
Your business documents, which we submit and follow up with Meta
How long it takes
Number live in 24–48 hours; we manage the verification queue and any re-submission
What you get
Everything in the official Cloud API, plus done-for-you setup of templates, flows and integrations
One point of contact for Meta support issues
What you cannot do
Skip Meta's verification: it is still Meta's decision, we only remove the friction
Best for
Businesses that want the official API without dealing with Meta's tooling themselves
1Official Meta Cloud API (via trtWhats as BSP) Recommended
2QR-code link (unregistered businesses)
3API while keeping the WhatsApp Business app active (coexistence)
4Onboarding via your Facebook Business Portfolio, verification handled by us Recommended
What you need
A registered business (RC + ICE in Morocco, CR in KSA/UAE) and a Meta Business Portfolio
A phone number not currently active on WhatsApp, or one you're ready to migrate
A display name that matches your brand
A phone with the WhatsApp Business app and an existing number
No company documents, no Meta verification
A number already active in the WhatsApp Business app, on a recent app version
A Meta Business Portfolio; onboarding through Meta's coexistence flow
Admin access to your Facebook Business Portfolio (we guide you through Meta's embedded sign-up)
Your business documents, which we submit and follow up with Meta
How long it takes
Number live in 24–72 hours; Meta business verification can take 1–5 working days on top
About 10 minutes: scan a QR code from the trtWhats dashboard
Usually same day once the app is updated and the portfolio is ready
Number live in 24–48 hours; we manage the verification queue and any re-submission
What you get
Approved message templates with buttons, PDFs and tracking links
Unlimited agents on one number, automations, AI agent, campaigns
Eligibility for the verified (green) badge and higher messaging limits
Shared team inbox, canned replies and inbound chatbot
Order notifications to customers who already message you
Official Cloud API automations and templates while staff keep replying from the phone app
Chat history and contacts synced into the shared inbox
Everything in the official Cloud API, plus done-for-you setup of templates, flows and integrations
One point of contact for Meta support issues
What you cannot do
Send free-text outside the 24-hour customer service window (templates only)
Use the same number in the WhatsApp Business app unless coexistence is enabled (see method 3)
Use approved templates, buttons or the green badge
Send bulk or marketing broadcasts safely: this is a linked-device session, not the official API, and Meta's limits and ban rules apply to the phone
Coexistence is subject to Meta's eligibility rules, which vary by country and app version
Some API features, including calling, are not available in coexistence mode
Skip Meta's verification: it is still Meta's decision, we only remove the friction
Best for
Any business that sends notifications, invoices or campaigns and wants zero ban risk
Sole traders and very small teams testing automation before registering
Teams that live in the phone app but need official notifications and an AI agent
Businesses that want the official API without dealing with Meta's tooling themselves
Business registration is only required for the official API methods. You can start with the QR link and migrate the same number later.
Activation, from first call to first message
1
Day 0
Consultation and method choice
A 20-minute call to confirm your use case, volumes and sector. We recommend one of the four connection methods and list the exact documents you need.
2
Day 0–1
Meta Business Portfolio and documents
You give us admin access to your Facebook Business Portfolio (or we create one). We submit RC/ICE or CR documents for business verification.
3
Day 1–3
Number registration on the Cloud API
We register your number (new or migrated from the WhatsApp Business app), set the display name and profile, and send the confirmation code to your phone.
4
Day 1–3
Templates, flows and integrations
We submit your first templates (order confirmation, invoice, reminders), connect your store or CRM, and build the AI knowledge base from your documents.
5
Day 2–3
Test on your own phone
You receive the full flow on your personal WhatsApp: order placed, confirmation, PDF invoice, tracking link, AI reply. We fix wording until you're happy.
6
Day 3+
Go live and monitor
We switch the number live and watch quality rating and messaging limits during the first week. Support in Arabic and French from then on.
Documents Meta asks for
Morocco
Registre de Commerce extract (model J) less than 3 months old
ICE certificate
Proof of address or utility bill in the company name
Website or social page showing the legal name
Saudi Arabia
Commercial Registration (CR) from the Ministry of Commerce
National address or utility bill
Website or social page showing the legal name
United Arab Emirates
Trade licence (mainland or free zone)
Proof of address
Website or social page showing the legal name
After go-live: the rules that protect your number
Send templates only to customers who opted in; keep the proof.
Reply to inbound messages fast: the 24-hour window is where free-text and free replies live.
Watch the quality rating; pause a campaign if it turns yellow.
trtWhats never limits inbound or outbound conversations on the platform. Meta bills per delivered template message by category (marketing, utility, authentication) and by the recipient's country. Replies inside an open 24-hour customer service window are free until September 30, 2026; from October 1, 2026 Meta charges service messages beyond 1,000 free per number per month, and utility templates sent inside the window. Our plan limits only apply to campaign and notification volume.
Sending doesn't stop. You get a dashboard alert at 80% and 100%, and the extra messages are billed at the next tier's effective per-message rate for that month, or you upgrade mid-month and only pay the difference. Meta's own fees are always billed separately by Meta.
For Morocco: the Registre de Commerce extract, the ICE certificate and a proof of address or utility bill in the company name; a website or social page that shows the business name helps. In Saudi Arabia and the UAE it's the commercial registration (CR / trade licence). The legal name on the documents must match the Business Portfolio name exactly.
Once documents are in hand, the number is usually live within 24–72 hours. Meta business verification, which unlocks higher messaging limits and the verified badge, typically takes 1–5 working days and can be re-submitted if rejected.
The QR link connects an existing WhatsApp Business app session to our inbox in minutes, with no documents. It cannot use approved templates or buttons and isn't suited to bulk sending because Meta's app-level limits and ban rules still apply. The official Cloud API runs on Meta's infrastructure with templates, buttons, an SLA and no ban risk when you follow the opt-in rules.
Every outbound template is submitted to Meta with a category. Approval usually takes minutes to 24 hours. Common rejection reasons: marketing content submitted as utility, variables with no example values, placeholders at the start or end of the text, links to URL shorteners, or wording that violates the WhatsApp Commerce Policy. We review templates before submission to avoid these.
Yes. WhatsApp's Business Messaging Policy requires that customers opt in before you send them template messages, and that the opt-in names WhatsApp and your business. Valid opt-ins include a checkbox at checkout, a form, an IVR or an in-chat confirmation; we store the timestamp and source on every contact and honour STOP requests automatically.
Yes. The number is moved to the Cloud API without losing it: you disable two-step verification in the app, we register the number on the API, and you confirm the code sent to the phone. Chat history stays on the phone; new conversations arrive in the shared inbox. Alternatively, coexistence lets you keep the app active alongside the API where Meta allows it.
Message delivery runs on Meta's Cloud API infrastructure under Meta's terms. trtWhats stores contacts, conversations, templates and analytics on our own servers hosted in the European Union, with encrypted backups. We process personal data under Morocco's law 09-08 and can sign a data-processing agreement; Saudi and UAE customers can request data-residency options.
Monthly plans can be cancelled from the dashboard at any time and end at the close of the billing period. Annual plans run to the end of the term. Your number stays yours: we help you move it to another provider or back to the app, and you can export contacts and conversations before closing.
When a customer messages you, a 24-hour window opens during which you can reply with any message type. Outside that window you can only initiate with an approved template. Every new inbound message resets the clock.
Meta scores each number on how recipients react (blocks, reports). A low rating reduces your daily limit on business-initiated conversations and can pause templates. Limits start at 250 unique customers per 24 hours for unverified numbers and rise in tiers to unlimited as you send consistently with good quality. Our dashboard shows both in real time.
The verified badge (previously the green tick) is granted by Meta to notable businesses that pass business verification; it can't be bought. We prepare the application and submit it, but approval is Meta's decision.
Yes. The inbox, templates, chatbot and AI agent handle Arabic, Moroccan Darija, French and English. Support is available in Arabic and French during Moroccan and Gulf business hours.
trtWhats
Let's build your next growth channel.
Free 20-minute consultation with a WhatsApp specialist
Number live in 24–72 hours once documents are ready
Official Meta API with opt-in messaging and approved templates