Set up CRM Castle

Migrate
Eligibility
3Connect
4Templates
5Test
Migration complete — you're on the WhatsApp Business app, chat history preserved.
Step 3 · Connect

Connect WhatsApp via Meta

You authorize with Meta directly. We never see or handle your password.

Checking connection…
Coexistence — keep your app
You keep replying from the WhatsApp Business app on your phone. The Copilot answers via Cloud API on the same number; chat history stays put.
What happens in the Meta dialog
Pick (or create) your WhatsApp Business Account, confirm your number, done. Eligibility checks (ID-registered, in-country) run automatically.
Up next
Review templates
Approve what the bot says
Choose bot mode
After-hours, always, or off
Send a test lead
Watch it qualify live