Prerequisite to get started with Triochat
Before you dive into the world of seamless WhatsApp communication, here are a few things to have ready. Don’t worry — we’ll guide you through every step!
1. A Facebook Business Manager Account
You’ll need an active Facebook Business Manager account to connect with the WhatsApp Business API. If it’s verified — even better! It helps speed up the approval process and unlocks more features.
2. A Live Business Website
Your business should have a working website that clearly shows what you do. This helps Meta (Facebook) verify that you're a legit business and makes your application smoother. If you do not have a website, don’t worry—we will provide this service in the future.
3. A Phone Number That’s Not on WhatsApp
You’ll need a dedicated phone number — one that’s not already linked to a personal or business WhatsApp account. If you want to use an existing number, it must be completely unlinked from WhatsApp before you get started.
- If using an existing number:
- Delete the WhatsApp account associated with the number via: WhatsApp/WhatsApp Business App > Settings > Account > Delete My Account.
- Wait at least 3 minutes for server-side deactivation.
- Ensure the number can receive SMS/voice calls for verification. Note: Previous conversation history will not migrate to the new API account.
4. Your Business Display Name
Your business display name is what customers see when you message them on WhatsApp. It must match your official business name (as shown on your Facebook Business Manager) and clearly represent your brand. Avoid using emojis, special characters, or generic terms. Meta will review your display name and may reject it if it’s unclear, misleading, or doesn’t match your real business identity.
5. Follow WhatsApp’s Commerce Policy
Your business must comply with WhatsApp’s Commerce Policy, which restricts certain products and services. This includes banning items like illegal goods, drugs, alcohol, weapons, adult content, gambling, and unsafe supplements. The policy also prohibits misleading, deceptive, or harmful business practices. If your business operates in a regulated industry, additional rules may apply. Please review the latest policy to ensure your business is allowed, and contact our support team if you have any questions.
💡 Once you've got these sorted, you're all set to start using Triochat to connect with your customers like never before!
🤝 Need help with any of this? Our team is just a message away.