Connect WhatsApp Business
WhatsApp Business Cloud API integration via Meta's embedded signup. The AI replies to inbound customer messages inside the 24-hour service window.
- A Meta Business Account (or the ability to create one — Meta will offer this inside the flow).
- A phone number that's not currently registered with the WhatsApp mobile app. (If your number is on the app, you can move it; Meta walks you through this.)
- Ability to receive a verification code by SMS or voice call on that number.
DMtoLead uses Meta's WhatsApp Business Cloud API via their embedded-signup flow. You don't need to manage a separate Business Service Provider account — DMtoLead is the BSP. Pricing for conversations on Meta's side is included in the WhatsApp Cloud API's free monthly conversation tier for most small businesses.
Step by step
- 1
Open the dashboard
Go to Integrations and click Connect WhatsApp. A Meta embedded-signup popup opens.
- 2
Sign in to Facebook Business
Log in as a user with admin access to (or who can create) a Meta Business Account.
- 3
Select or create a Business Account
Meta lists your existing Business Accounts. Pick the one you want to use, or create a new one inline. If creating: give it a name and confirm the legal business address.
- 4
Add or select a phone number
Add the phone number to use for the WhatsApp Business profile. Meta sends a verification code by SMS or voice — enter it. If the number is currently on the WhatsApp mobile app, Meta gives you the option to migrate it (this disconnects the mobile app — read the warning carefully before proceeding).
- 5
Configure the business profile
Set your business display name (shown to customers in WhatsApp), category, description, profile photo and address. You can edit all of this later from the dashboard.
- 6
Finish
Meta hands back to DMtoLead, we register the phone number with the WhatsApp Cloud API and subscribe to message webhooks. You'll see the number listed as Connected under Integrations.
- 7
Send yourself a test message
Save the new WhatsApp number to your phone's contacts and send it a message. AI replies appear within 2–3 seconds; the conversation opens in your DMtoLead inbox.
What DMtoLead handles on WhatsApp
- Inbound text messages (AI reply)
- Inbound media (images, documents) — currently logged and surfaced to a human agent; vision-AI is on the roadmap.
- Read receipts back to the customer (sent automatically when DMtoLead processes the message)
- Quick-reply button responses
What DMtoLead does not currently support: outbound broadcast templates, click-to-WhatsApp ads as a fully-managed flow (you can connect, but template management is manual via Meta Business Manager), and voice calls.
Pricing on Meta's side
Meta charges per conversation (24-hour windows), not per message. The first 1,000 service conversations per month are free. DMtoLead doesn't mark up Meta's conversation fees — you'll see them billed directly to the payment method on your Meta Business Account. Our credit pricing (1 credit per AI reply) is separate.
Disconnecting
Integrations → WhatsApp → Disconnect. The phone number stays registered with WhatsApp Cloud API but DMtoLead stops processing webhooks for it. To fully release the number, go to Meta Business Manager → WhatsApp Manager and delete the phone-number entry.