Checklist: What You Need Before Using WhatsApp Business API / Cloud API

WhatsApp has become one of the most powerful platforms for business communication in 2025. With over 2.8 billion monthly users, companies worldwide are switching to the WhatsApp Business API and WhatsApp Cloud API to automate customer service, run marketing campaigns, and boost sales.

But before you dive in, there are some important requirements you need to check off your list. This blog will guide you through a step-by-step checklist before using WhatsApp Business API / Cloud API, so you can launch smoothly and get the most out of your investment.

 

Why Businesses Need WhatsApp Business API / Cloud API

Unlike the standard WhatsApp Business App, which is suitable for small businesses, the WhatsApp Business API (On-Premise) and WhatsApp Cloud API (Meta-hosted) are designed for scalable, automated, and professional communication.

 

With WhatsApp API, businesses can:

• Send bulk notifications, catalogs, and promotions.
• Automate customer support with chatbots.
• Integrate with CRM and marketing tools.
• Use broadcast campaigns without restrictions.
• Deliver secure, fast, and reliable messages.

This makes it essential for eCommerce stores, enterprises and digital-first businesses who want better engagement and higher conversions.

 

Checklist: What You Need Before Using WhatsApp Business API / Cloud API

Here’s the complete WhatsApp Business API / Cloud API checklist every business must prepare:

 

1. A Verified Facebook Business Manager Account

To access WhatsApp Cloud API, your business must be verified on Meta Business Manager.

• Submit business documents (GST, registration, or tax ID).
• Verify domain and business name.
• Assign WhatsApp Business API access under Meta settings.

 

2. A Dedicated WhatsApp Phone Number

You cannot use your personal WhatsApp number for the API. You need:

• A new number not registered with WhatsApp.
• A dedicated business SIM or virtual number.
• Ownership proof for number verification.

Tip: Once linked, that number cannot be used on normal WhatsApp again.

 

3. WhatsApp Business Display Name Approval

Meta reviews your business name to ensure it matches your brand.

• It should reflect your official company or brand name.
• Avoid keywords, emojis, or unrelated text.
• Must be consistent with your website/domain.

 

4. WhatsApp Business Profile Setup

Before sending campaigns, optimize your business profile:

• Logo and brand image.
• Business category.
• Website URL and email.
• Working hours and location.

A professional profile boosts trust and conversions.

 

5. Message Templates (Highly Important)

WhatsApp only allows pre-approved templates for outbound messaging.

• Templates for order updates, payment reminders, offers.
• Multi-language support.
• Rich media (images, catalogs, buttons).
• Approval usually takes 24–48 hours.

 

6. Compliance with WhatsApp Business Policy

WhatsApp has strict guidelines. Your messages must:

• Avoid spam or irrelevant promotions.
• Be customer-friendly and opt-in based.
• Follow GDPR and data protection rules.

Failure to comply can lead to account suspension.

 

7. Integration with CRM / Marketing Tools

To maximize API benefits, integrate with:

• CRM systems for customer data.
• Marketing automation tools for campaigns.
• Chatbots for instant replies.

This ensures a smooth flow of personalized and automated communication.

 

8. A WhatsApp Business Solution Provider (BSP) or SaaS Tool

Setting up APIs directly can be technical. That’s why most businesses use trusted WhatsApp API solution providers like WAPilot.io.

 

Benefits of using a BSP like WAPilot:

• No coding needed.
• Simple dashboard for campaigns.
• Bulk messaging with personalization.
• Chatbot builder & automation flows.
• Affordable pricing at just ₹499/month.

 

9. Team Training & Customer Support Flow

API setup is only half the journey. Train your team to:

• Handle customer queries efficiently.
• Use automation wisely.
• Balance between human touch and chatbots.

This ensures higher satisfaction and repeat customers.

 

Official WhatsApp Business API Guide & Simplified Setup with WAPilot

For businesses who want to explore the official technical guidelines, you can always refer to the Meta WhatsApp Business API Documentation for step-by-step instructions directly from Meta. However, managing everything on your own can be time-consuming and complex. That’s why platforms like WAPilot.io simplify the entire process by offering an easy, affordable, and ready-to-use WhatsApp Business API setup at just ₹400/month — including automation, bulk messaging, and chatbot integration without any hidden costs.

 

How WAPilot.io Makes WhatsApp Business API Easy

If you’re looking for a reliable, affordable and feature-rich WhatsApp Business API solution, WAPilot.io is the perfect choice.

 

With WAPilot, you get:

✅WhatsApp Broadcast Campaign Builder.

✅Unlimited Bulk Messaging without restrictions.

✅Catalog Sharing with images, prices, and CTA buttons.

✅Chatbot & Automation for 24/7 support.

✅CRM Integration to manage customer data.

✅Team Inbox for multi-agent management.

✅Affordable pricing – ₹499/month (no hidden charges).

✅28–30 day free trial before subscription.

 

Unlike other providers, WAPilot offers all premium features at one flat rate, making it the most cost-effective WhatsApp Business API provider in India.

Try WAPilot today and supercharge your WhatsApp marketing.

 

FAQs about WhatsApp Business API / Cloud API

Q1. How do I get WhatsApp Business API in 2025?

You need a verified Facebook Business Manager account, a fresh WhatsApp number, approved templates, and a provider like WAPilot.io.

 

Q2. What is the difference between WhatsApp Business API and WhatsApp Cloud API?

Cloud API is hosted by Meta, faster and cheaper. Business API is hosted by third-party BSPs with more control.

 

Q3. How much does WhatsApp Business API cost in India?

Pricing depends on providers. With WAPilot.io, all premium features are just ₹499/month, with no hidden charges.

 

Q4. Can I send bulk messages with WhatsApp Cloud API?

Yes, using approved templates. WAPilot.io allows bulk broadcasts, catalogs and automation.

 

Q5. Do I need Green Tick verification for WhatsApp Business API?

No, it’s optional. You can still send campaigns without it. But Green Tick improves trust and brand visibility.

 

Q6. How long does WhatsApp API approval take?

Normally 24–48 hours after business verification and template approval.

 

Final Thoughts

Getting started with WhatsApp Business API / Cloud API requires preparation. From verifying your business to setting up message templates and integrating automation, this checklist ensures a smooth onboarding experience.

And if you want to skip the complexity, WAPilot.io makes it effortless with affordable pricing, powerful automation, and a beginner-friendly dashboard.

Take the first step today and transform WhatsApp into your #1 customer engagement and sales channel.

 

Learn More: WhatsApp Flow Builder 2025 | No-Code Automation Setup with WAPilot