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Set up a BusinessChat Lite Account

How to Activate Your WhatsApp Number & Enable Cart Abandonment Automation

Updated over 9 months ago

This guide helps you get started with BusinessChat Lite by:

  1. Activating your WhatsApp number using the embedded signup flow

  2. Setting up Cart Abandonment automation to recover lost sales


✅ Part 1: Activating a WhatsApp Number

Before you can send WhatsApp messages through BusinessChat Lite, you need to activate your number using Meta's Embedded Signup flow.

📝 Basic Requirements

Make sure you have the following:

  • A verified personal Facebook account

  • A verified (or verifiable) Facebook Business Manager account

  • A phone number that hasn’t been used before with WhatsApp (standard or API)

  • Access to receive a verification code (via SMS or call) on that number


🚀 Activation Steps

1️⃣ Log in to BusinessChat

  • Go to your BusinessChat Lite dashboard

  • Click “Link Number” to start the embedded signup

2️⃣ Log in to Facebook

  • Use your personal Facebook account to sign in

3️⃣ Link Your Business Account

  • Select an existing Facebook Business Manager or create a new one

4️⃣ Set Up WhatsApp Business Profile

  • Enter your business name

  • Choose a category (e.g. E-commerce, Restaurant, Customer Service)

5️⃣ Choose Your Phone Number

  • Enter the new number you want to link

  • Select your preferred verification method (SMS or voice call)

6️⃣ Enter the Verification Code

  • You’ll receive a code via your selected method

  • Enter it to complete verification

7️⃣ Complete Activation

  • Once verified, the number will be officially linked to WhatsApp API

  • You can now use it in all BusinessChat Lite automations


💳 Add a Payment Method

To ensure your number stays active with WhatsApp API:

  1. Navigate to WhatsApp Accounts

  2. Select the WABA (WhatsApp Business Account) associated with your number

  3. Click Payment Settings

  4. Add a valid payment method


⚠️ Important Notes

  • Once activated, the number cannot be used with the regular WhatsApp app

  • If your number is currently in use with WhatsApp, you must delete it from the app first before linking

🛒 Part 2: Creating & Enabling Cart Abandonment Automation

To start recovering abandoned carts, you first need to create WhatsApp message templates — one for each step of the flow.


✍️ Create WhatsApp Templates

  1. Go to the WhatsApp Templates tab

  2. Click “Create New Template”

  3. Fill in the following fields:

    • Template Name (in English, no spaces or special characters)

    • Template Language

    • Body: Add the message content

    • Button Label: The cart link will be automatically included

  4. Click Save

⚠️ Note: The status will be shown as Pending — Meta may take up to 24 hours to approve the template.


⚙️ Set Up Cart Abandonment Automation

  1. Go to the Cart Abandonment tab

  2. Toggle the switch to activate the automation

  3. Select the template for the first message

  4. Click Save

(Optional) To activate the second message:

  • Toggle the second step

  • Select another approved WhatsApp template

📌 Note:
The first cart abandonment message is sent 3–4 hours after the customer abandons their cart.

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