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This guide covers managing a WhatsApp connection you already have. To connect a number first, see WhatsApp Business.
Once a WhatsApp number is connected, everything you would normally do in Meta’s WhatsApp Manager is available under Channels → WhatsApp in the sidebar. The data always reflects the live state of your Meta account: Invent reads it straight from the WhatsApp Cloud API and updates in real time when Meta sends a change, so there is nothing to sync or refresh manually. If your organization has more than one WhatsApp connection, every page has a connection selector at the top. Pages that operate on a single number (Profile, QR codes) also have a phone number selector next to it.

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Overview

The Overview page is the health dashboard for the whole account.

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Account health

Shows whether the account can currently send business-initiated messages (template messages, like broadcasts), as reported by Meta.
  • Available. Everything can send.
  • Limited. Sending works but is restricted. The reason appears below.
  • Blocked. Business-initiated messages are blocked.
Account health only governs business-initiated (template) messages. Replies inside the 24-hour customer service window are unaffected, so your assistant keeps answering incoming chats even while the account shows Blocked.
Under the summary, each part of the messaging chain is listed with its own status: every phone number, the WhatsApp account (WABA), and the business portfolio. When something is Limited or Blocked, the row shows Meta’s reason and, where the fix is known, a direct link to the right place in Meta to resolve it (for example, setting up a payment method or starting business verification).

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Business verification

Whether your Meta business portfolio is verified. Unverified businesses face lower messaging limits and cannot request an official business account. The card links straight to Meta’s Security Center to start verification.

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Messaging limit

How many unique customers you can open business-initiated conversations with in a rolling 24-hour period. The tiers are 250, 1K, 10K, 100K, and unlimited, and the current tier is highlighted on the scale. Meta raises the tier automatically as you message more people with good quality.

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Quality rating

Meta’s quality rating across your phone numbers, on Meta’s own scale: Green (high), Yellow (medium), Red (low). The rating is based on recent customer feedback like blocks and reports. A low rating can lead to Meta lowering your messaging limit, so if you see Yellow or Red, slow down campaigns and review what you are sending. The page also lists the account details (name, ID, status, currency) and billing, which is managed by Meta and linked from the page.

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Profile

The public business profile customers see when they open your number in WhatsApp, editable per phone number: profile picture, about line, description, address, email, websites, and business category. Changes save directly to WhatsApp and are visible to customers immediately.

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Phone numbers

Every number in the account, with its display name, quality rating, messaging limit tier, and two-step verification (PIN) status. A number with its own health problem shows a Limited or Blocked badge next to it, with Meta’s reason on hover; a healthy number stays unmarked even if the account has issues elsewhere.
  • Display name. Request a name change. Meta reviews name changes, so the number shows a pending state until the review resolves. Approved names with an official business account show the blue checkmark next to the name.
  • Two-step verification PIN. Set or change the 6-digit registration PIN that protects the number from being registered elsewhere.
  • Deregister. Removes the number from the Cloud API. Use with care: assistants, workflows, and broadcasts using the number stop sending and receiving until it is registered again.
Numbers from Meta’s free test pool (the fictional +1 555 numbers you get while developing) are marked with a small badge so you never confuse them with production lines.

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Templates

Create and manage the pre-approved message templates required for broadcasts and any business-initiated message. Template management has its own full guide: WhatsApp for Broadcasts.

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QR codes

Create WhatsApp QR codes and wa.me short links with a prefilled message. When a customer scans the code or taps the link, WhatsApp opens a chat with your number and the message already typed, so they only press send, and your assistant takes it from there. Each code shows a live preview. Click it to open a larger preview you can download as PNG (for print and social) or SVG (for design tools, scales to any size). You can edit the prefilled message of an existing code at any time; the printed QR code keeps working because the code itself does not change.
Use a different QR code per placement (storefront window, packaging, table stand, flyer) with a slightly different prefilled message. The first message tells you exactly where the customer came from.

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Who can do what

Viewing and editing follow your organization roles: The split is intentional: templates and QR codes are campaign content, so anyone who can send broadcasts can manage them; changes that can take the channel down stay with technical roles. Custom roles follow the same rule via their granted permissions. In sub-organizations, the whole Channels section can also be hidden with the module toggles in organization settings.

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Next Steps