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Get Started with WhatsApp Business Dashboard

Watch the video tutorial below on how to sign up and log in to your Business Dashboard, as well as on how to register your WhatsApp Business Account.

Sign Up for WhatsApp Business Dashboard

Signup page

Business Dashboard signup page

Create your account to start using WhatsApp Business Dashboard

  1. Go to Kata.ai business dashboard site at https://business.kata.ai/

  2. Click the Sign Up link at the bottom page to create an account.

  3. Fill in your details and create a password. Once you have filled in all your details, click the Sign Up button. A verification email will be sent to your registered email address.

  4. Complete your registration by clicking the verification button on the email sent to your inbox.

Log in to WhatsApp Business Dashboard

Login page with filled credential

Business Dashboard login page

  1. Open https://business.kata.ai/ on your browser. Fill in your Email and Password. Click the checkbox to verify the captcha, and click on the Login button.

  2. When the login is successful, you will be directed to the Get Started page to register your WhatsApp business account.

Register Your WhatsApp Business Account

Onboarding process 03-01

Business Dashboard onboarding page

  1. After your first Login, you will see the Get Started page, which points out the steps to register for a WhatsApp business account. Click Next.

  2. On step 1 of 3, we make sure you have a Facebook account as it is required by WhatsApp. If you don’t have a Facebook account, click the create one link and follow the steps. If you already have one, tick the checkbox and click Next.
    To register your WhatsApp Business Account, you also have to have access to your company’s Facebook Business Manager. If your company does not have a Facebook Business Manager account yet, the next steps will direct you to create one.

  3. On step 2 of 3, you will find information on the type of phone number eligible for a WhatsApp business account. Once you have read and understood the information, tick the checkbox and click Next.

  4. On the next page (step 3 of 3), click the Create your WhatsApp channel button and follow the registration steps from Facebook.

Embedded Sign Up 03-05-1

WhatsApp account registration step from Facebook

  1. Once you have completed the registration process, your request will be reviewed by Facebook for approval. Once your account is approved, you will be notified through your email and all of the WhatsApp Dashboard features will be unlocked. You can also start using the registered number to send messages after it is approved.
    While waiting for your account’s approval, you can send a trial message using our trial experience feature without requiring approval or payment.

Embedded Sign Up Status 04-01

WhatsApp account registration status

Contributing to the Documentation

Is something missing/incorrect? Please let us know by contacting support@kata.ai. If you know how to fix it straight away, don’t hesitate to create a pull request on this documentation’s GitHub repository.