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Setting Up WhatsApp in Kyrios (101)

This guide explains how to set up, verify, and use WhatsApp Business in Kyrios, including number registration, business verification, templates, scheduling, and advanced features.

Updated over 2 months ago

Who This Is For / When to Use

Use this guide if you want to:

  • Register a new WhatsApp Business number in Kyrios

  • Connect an existing WhatsApp Business App

  • Verify your business with Meta

  • Send templates, schedule messages, or use WhatsApp Flows


Method 1: Register a New WhatsApp Business Number

Step 1: Purchase and Configure a Phone Number

  1. Go to Settings > Phone Numbers.

  2. Purchase a new phone number or edit an existing one using the three-dot menu.

  3. Configure call forwarding to your main contact number.


Step 2: Start WhatsApp Setup

  1. Navigate to Settings > WhatsApp.

  2. Click Set Up a New WhatsApp Number.

  3. Do not close the browser tab during setup.


Step 3: Continue With Facebook

  1. Click Continue.

  2. Log in using an existing Facebook account.

  3. Confirm access permissions.


Step 4: Grant Permissions to Kyrios

  1. Review requested permissions:

    • WhatsApp Business account access

    • Business profile access

    • Billing management

  2. Click Get Started.


Step 5: Enter Business Information

  1. Select or create a business portfolio.

  2. Enter:

    • Business name

    • Website or profile URL

    • Country

  3. Click Next.


Step 6: Create or Select a WhatsApp Business Account

  1. Choose Create a WhatsApp Business account.

  2. Click Next.


Step 7: Review and Finish Setup

  1. Review access permissions and terms.

  2. Click Save.

  3. Click Finish to complete onboarding.


Phone Number Verification

Step 8: Add and Verify the Phone Number

  1. In Settings > WhatsApp > Numbers, click Add Number.

  2. Enter the phone number to verify.

  3. Click Proceed to verify.


Step 9: Choose Verification Method

  • SMS: Receive a 6-digit OTP by text

  • Phone Call: Receive the OTP by voice call


Step 10: Enter OTP

  1. Enter the 6-digit code.

  2. Wait for confirmation.


Step 11: Verification Complete

Once verified, the number becomes active and usable in Kyrios.


WhatsApp Business Verification (Meta)

Step 12: Start Business Verification

  1. Open Settings > WhatsApp.

  2. Click Verify Now from the banner.


Step 13: Review Verification Benefits

This screen explains:

  • Higher messaging limits

  • Displaying your business name

  • Access to WhatsApp Flows

Click Start Verification.


Step 14: Upload Verification Documents

  1. Upload at least one document:

    • Certificate of incorporation

    • Business registration/license

    • Tax document

    • Utility bill

  2. Click Submit for Verification.


Step 15: Track Verification Status

Statuses include:

  • Pending

  • Verification in progress

  • Approved

  • Rejected (with reason shown)


WhatsApp Templates

Step 16: Open Templates

  1. Go to Settings > WhatsApp > Templates.

  2. Click Create Template.


Step 17: Create a Template

  1. Enter:

    • Template name

    • Category

    • Language

  2. Add header, body, and footer text.

  3. Click Create.


Step 18: Template Review Status

Templates may appear as:

  • Pending

  • Approved

  • Rejected


One-on-One WhatsApp Messaging

Step 19: Send Messages in Conversations

  1. Open Conversations.

  2. Select a contact.

  3. Choose WhatsApp as the channel.


Schedule WhatsApp Messages

Step 20: Schedule a Message

  1. In Conversations, select a contact.

  2. Choose WhatsApp.

  3. Click the schedule icon.

  4. Set date and time.

  5. Click Schedule.


Update WhatsApp Business Profile

Step 21: Open Profile Editor

  1. Go to Settings > WhatsApp > Numbers.

  2. Open the three-dot menu.

  3. Click Update Business Profile.


Step 22: Update Profile Details

You can update:

  • Profile picture

  • Category

  • Description

  • Address

  • Email

  • Website


WhatsApp Flows: In-App Appointment Booking

Step 23: Create a Flow

  1. Go to Flows.

  2. Click Create Flow.

  3. Select a calendar.

  4. Click Next.

Limitations

  • No payments

  • No recurring events

  • Only default form fields supported


Countdown Timers in WhatsApp Templates

Step 24: Add a Countdown Timer Button

  1. Open a WhatsApp template.

  2. Click Add Button.

  3. Select Countdown Timer.


Step 25: Select or Create a Timer

  1. Choose an existing timer or click Create New.

  2. Configure fixed, recurring, or dynamic timers.


Step 26: Edit Timer Settings

  1. Click Edit Timer.

  2. Add or update timer links and rules.


Restrictions for WhatsApp Sign-Up

  • A new phone number is required

  • Existing WhatsApp App numbers cannot be reused

  • Unsupported regions include:

    • Australia

    • Japan

    • Nigeria

    • Philippines

    • Russia

    • South Korea

    • South Africa

    • Turkey

    • EU/EEA

    • United Kingdom


Important Update: WhatsApp Marketing Templates in the U.S.

Effective April 1, 2025

  • Marketing templates to U.S. numbers are paused

  • Allowed:

    • Utility templates

    • Authentication templates

    • Responses within the 24-hour service window

    • Click-to-WhatsApp Ads


FAQ

Can I change my WhatsApp Business number after verification?

No. Once verified, the number cannot be changed without a full reconfiguration.


What happens if I don’t receive the OTP?

Check number formatting, network connectivity, or switch to phone call verification.


Can I use the WhatsApp Business App and Kyrios together with the same number?

No. A number can only be active on one platform.


Why is my business name not visible to customers?

Your business must be verified with Meta for the display name to appear.


Can I schedule free-form messages anytime?

No. Free-form messages can only be scheduled within 24 hours of the last inbound message.


Can I send PDFs or images in WhatsApp templates?

Yes. Media headers can be added to templates.

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