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WhatsApp cover

WhatsApp Channel

Connect your Pearl Text agent to WhatsApp through your WhatsApp Business account. Pearl replies using the flow, knowledge, and actions defined in your Pearl, across both inbound conversations and outbound campaigns. The connection runs through Meta Embedded Signup: a Meta window opens on the platform, you log in with the Facebook account that manages your business, and Meta links your WhatsApp Business account to NLPearl. You can start it from two places:
  • Settings → Text Channels, then click Connect WhatsApp.
Connect WhatsApp from the Text Channels settings page
  • From a Pearl’s Overview page, through the Add a Channel chooser.
WhatsApp option in the Add a Channel chooser on a Pearl's Overview page

Choose a connection mode

Before connecting, pick how NLPearl should use your number: Both modes share WhatsApp’s messaging limits: business-initiated conversations start at 250 per 24 hours and scale automatically to 2,000, 10,000, 100,000, then unlimited - once you verify your business with Meta or sustain enough high-quality template volume.
If you already use the number in the WhatsApp Business app, choose Coexistence - you keep your app and chat history while Pearl handles conversations on the same number. Choose Dedicated for high-volume campaigns or when the channel must not depend on a phone.

Connect in Coexistence mode

Before you start, keep your number active in the WhatsApp Business app on your phone - Meta requires app version 2.24.17 or later, and the regular WhatsApp app is not supported.
1

Start the connection

Select Keep using WhatsApp on my phone, then click Connect WhatsApp.
Coexistence mode selected in the Connect WhatsApp panel
2

Log in and continue

A Meta window opens. Log in with the Facebook account that manages your business and click Continue.
Meta Embedded Signup introduction screen
3

Select your business assets

Pick or create your Business portfolio.
Business portfolio and WhatsApp Business account selection
Under WhatsApp Business account, select Connect a WhatsApp Business App - this is what links the number already used in your app.
Connect a WhatsApp Business App option selected
4

Enter your business information

Fill in your business details - they only affect newly created assets.
Business information form in the Meta window
5

Enter your WhatsApp Business phone number

Enter the number that is active in your WhatsApp Business app.
WhatsApp Business phone number form
Meta then explains what connecting your existing app means: you keep full access to the app, and account information like your phone number, contacts, and chat history may be shared.
Details about connecting your existing WhatsApp Business App
6

Get the QR code

Meta shows a QR code and offers to import your business profile, contacts, and the last 6 months of chat history. Keep this window open - you’ll scan the code with your phone.
Group chat history is not shared - only individual conversations are imported.
QR code to scan with the WhatsApp Business app
7

On your phone, start the link

In the WhatsApp Business app, open the message from the official Facebook Business account and tap Connect.
Facebook Business message with the Connect button in the WhatsApp Business app
Review what connecting to the Business Platform means, then continue.
Connect to the Business Platform screen in the WhatsApp Business app
8

Scan the QR code

Point your phone at the QR code displayed in the Meta window.
QR code scanner in the WhatsApp Business app
Once scanned, the app confirms your number is connected to NLPearl.
Connection success screen in the WhatsApp Business app
Open the WhatsApp Business app at least once every 14 days to keep the coexistence connection active.
9

Confirm your WhatsApp Business account

Back in the Meta window, confirm or edit your WhatsApp Business account name and timezone, then finish the signup.
Confirm the WhatsApp Business account name and timezone
10

Your number is connected

The number is imported automatically and appears with the App + API tag: it keeps working in your WhatsApp Business app while Pearl uses it through the API.
Connected WhatsApp Business account with a coexistence number tagged App + API
  • Messages you send from the WhatsApp Business app stay free and don’t affect the API conversation windows Pearl uses.
  • Onboarding unlinks the app’s companion devices (WhatsApp Web, desktop apps); you can re-link supported devices afterwards.
  • For the full technical details, see Meta’s coexistence documentation.

Connect in Dedicated mode

1

Start the connection

Select Dedicate this number to NLPearl, then click Connect WhatsApp. A Meta window opens - log in with the Facebook account that manages your business and continue through the intro.
Dedicated mode selected in the Connect WhatsApp panel
2

Select your business assets

Pick or create your Business portfolio, and under WhatsApp Business account select Create a WhatsApp Business account (or pick an existing one).
Create a WhatsApp Business account option selected
3

Enter your business information

Fill in your business name, category, country, and website.
Business information form for the new WhatsApp Business account
4

Add your WhatsApp phone number

Choose how you want to be identified when sending messages.Use a display name only - people only see a display name in the chat, without a phone number.
Use a display name only option with the additional verification notice
With a display name only, Meta reviews your business name and display name before you can send freely. This can take up to 1 business day; during the review you can send 5 business-initiated test messages every 24 hours.
Add a new number - enter the number to dedicate to NLPearl and verify it by text message or phone call.
Add a new number option with verification by text message or phone call
The number must not be registered to any WhatsApp account. If it is, Meta shows an error - migrate the number or disconnect it from the existing account first, then try again (it can take up to 3 minutes for the number to refresh).
Error shown when the phone number is already registered to a WhatsApp account
5

Review permissions and confirm

Review what NLPearl will be able to access and do, then click Confirm.
Review of the permissions granted to NLPearl
6

Finish the signup

Your account is connected. Meta reviews your business against WhatsApp’s Commerce Policy and reaches out within 24 hours if there’s an issue. You can also add a payment method now or later - Meta bills the conversations your business initiates to the payment method on your WhatsApp Business account.
Meta confirmation that the account is connected to NLPearl

Import your numbers

Once connected, the platform lists the phone numbers of your WhatsApp Business account. Click Add to account next to each number you want to use - each one becomes a text channel on the platform.
WhatsApp Business account numbers listed with the Add to account button
Importing a dedicated number registers it on the WhatsApp Cloud API. If two-step verification is enabled on the number, turn on the Two-step verification PIN option in the import dialog and enter the number’s 6-digit PIN.
Import WhatsApp number dialog with the two-step verification PIN option
Coexistence numbers are imported automatically after the QR code scan and never ask for a PIN.
To use the channel, open the Pearl you want for inbound or outbound conversations, go to Settings, and set the imported WhatsApp number as its Text Channel.
Assign the WhatsApp channel to a Pearl from its settings

Manage the connection

Everything is managed from the WhatsApp Business account screen in Settings → Text Channels:
  • Add a number from your WhatsApp app - connect an additional number in coexistence mode at any time.
  • Remove a number - disconnects the number from NLPearl and deletes its text channel. Any Pearl using it is paused, and you can import the number again later.
  • Disconnect - disconnects your WhatsApp Business account from NLPearl. You can reconnect it at any time.

Troubleshooting

Meta drops the coexistence connection when the WhatsApp Business app stays inactive for about 14 days, and your campaigns stop with it. To reconnect the number, open the WhatsApp Business app on your phone, then go to Settings → Text Channels, open your WhatsApp Business Account, and click Add a number from your WhatsApp app - the Meta window opens and you scan the QR code again, exactly like the first connection. To prevent it, open the app at least once every 14 days.
The 6-digit PIN requested when importing a dedicated number is WhatsApp’s two-step verification PIN.
  • If the number is still registered in the WhatsApp Business app, reset it from the app under Settings → Account → Two-step verification.
  • If the number is already registered on the Cloud API, manage its PIN from Meta’s WhatsApp Manager, in the phone number’s settings.
In dedicated mode, the number can’t be attached to any WhatsApp or WhatsApp Business app account.
  • If you want to keep using the app with this number, connect it in Coexistence mode instead.
  • Otherwise, release the number by deleting its account in the app (Settings → Account → Delete account), then try again. It can take up to 3 minutes for Meta to refresh the number’s status.

Inbound

Deploy your agent on inbound channels to answer incoming WhatsApp messages instantly.

Outbound

Launch outbound WhatsApp campaigns to reach customers proactively.