Connect your WhatsApp number
Updated 2026-10-13
In CustomIQ you connect WhatsApp from Connections with the "Connect with Meta" button: you log in with Facebook, pick your number and CustomIQ sets up the rest. If you already use that number in the WhatsApp Business app, tick that option and you keep using the app on your phone while CustomIQ sends and receives messages with the same number.
Video tutorial
How do I connect WhatsApp from the dashboard?
In Settings, integrations tab, open WhatsApp and click "Connect with Meta". A Meta window opens where you log in with Facebook and pick your business and number. When it finishes, CustomIQ saves the connection and you can use the number in the inbox, agents and sequences.
Can I keep using the WhatsApp Business app?
Yes. If the number is already in the WhatsApp Business app, leave "I already use this number in the WhatsApp Business app" ticked. Meta asks you to confirm on your phone. After that the same number works in the app and in CustomIQ at once: what you write from your phone also shows up in the CustomIQ conversation.
What happens to my chats and contacts?
CustomIQ imports your contacts and the one-to-one chats from the last six months, with their original dates. Group chats are not imported. Meta only allows this import within 24 hours of connecting, so accept sharing your history when asked.
What changes in the app?
Broadcast lists and disappearing messages are turned off, and some linked devices (Windows, WearOS) are unlinked; you can link the supported ones again.
Can I connect it from the chat?
No: connecting requires logging in to Meta, so it is done from Connections. Once connected, the IQ chat can create sequences and agents that use that number.
Steps
- Open Connections. In Settings open the integrations tab and click WhatsApp.
- Tick if you already use the app. If the number is already in the WhatsApp Business app, leave that option ticked to keep using it.
- Click "Connect with Meta". Log in with Facebook, pick your business and your number and accept the permissions.
- Confirm on your phone. If you use the app, Meta asks you to confirm on the phone and to share your chat history.
- Check the inbox. Your chats from the last six months appear in the CustomIQ inbox.
Frequently asked questions
- Are all my chats imported?
- One-to-one chats from the last six months and your contacts are imported; group chats are not.
- What changes in the app on my phone?
- You keep writing from the app and those messages also appear in CustomIQ. Broadcast lists and disappearing messages are turned off.
- Can I use my own Meta credentials?
- Yes, below the button you can enter the credentials of your own Meta app, although "Connect with Meta" is the recommended option.
Related
- WhatsApp templatesWhat WhatsApp templates are in CustomIQ, where they are managed and which connection you need to use them.
- Inbox and commentsHow to answer messages and comments from your social channels in the CustomIQ Inbox and configure AI assistance.
- Lead-stage workflows with WhatsApp agentsHow to run a CustomIQ workflow per lead stage (new, qualified, sales qualified) with WhatsApp agents and weekly emails.