S
Savena

WhatsApp Business

Last updated 2026-06-19

Connect WhatsApp Business to Savena to manage WhatsApp conversations alongside your other channels. Savena uses Meta's embedded signup, so the entire setup — including creating a Meta Business Portfolio and a WhatsApp Business Account — happens inside one popup.

Before you start

WhatsApp setup has more moving parts than Instagram or Facebook Messenger. Gather these before you click Connect.

  • The phone number you want to use for customer messaging, plus the ability to receive an SMS or voice call on it for verification. This can be a landline or mobile number.
  • If the number is currently active on the consumer WhatsApp app or the WhatsApp Business mobile app, plan to migrate it — do not delete the app account preemptively or you may lose chat history. Meta will guide you through migration inside the popup.
  • A Facebook account with admin access to your business — Meta uses this identity to attach the new WhatsApp Business Account to your Business Portfolio.
  • Your legal business name, address, and a customer support email — Meta will ask for these during the embedded signup.

Connect WhatsApp step by step

  • In Savena, open Settings → Social Media (or Settings → Channels).
  • Click Connect WhatsApp. A popup window opens — allow popups for app.savena.ai if your browser blocks it.
  • Sign in with your Facebook account.
  • Create a new Meta Business Portfolio or select an existing one. The Business Portfolio is the top-level container that owns your WhatsApp Business Account.
  • Create a new WhatsApp Business Account or select an existing one. Enter your business display name, category, and timezone when prompted.
  • Add the phone number you want to use and verify it via SMS or voice call.
  • Review and confirm the permissions Savena needs. Leave every requested permission checked.
  • Wait for the popup to close. Back in Savena, the channel card will switch to "Connected" and WhatsApp conversations will start appearing in your inbox.

If embedded signup does not work for your setup — for example, your number is locked to another Business Account — use the "Having trouble? Try standard setup" link under the Connect button in Savena. Standard setup walks you through the same steps directly in Meta Business Manager.

Troubleshooting connection issues

  • Popup blocked: allow popups for app.savena.ai and click Connect WhatsApp again.
  • Phone number "already in use": the number is registered to another WhatsApp Business Account or the consumer WhatsApp app. Follow Meta's on-screen migration steps inside the popup — do not delete the app account first.
  • Verification code never arrives: switch to voice call verification, or wait 10 minutes and retry. Meta rate-limits repeated attempts.
  • "Business not verified" warnings: WhatsApp lets you start sending messages immediately, but advanced features (higher sending limits, official business badge) require Meta business verification. Submit verification documents inside Meta Business Manager.
  • Messages stop syncing: an admin may have removed Savena from your Business Portfolio. Reconnect from Savena to refresh authorization.

WhatsApp has specific messaging policies, including a 24-hour customer service window. Outside this window, you can only send pre-approved template messages.

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