Workflow
- 1Open the WhatsApp connection flow in Postly.
- 2Log into Meta when the Embedded Signup popup opens.
- 3Select or create the Business and WhatsApp Business Account.
- 4Connect or verify the phone number that will send messages.
- 5Approve the requested permissions and return to Postly.
Inside 24 hours
Free-form replies are allowed when the user recently messaged the business.
New outreach
Business-initiated messages require approved templates.
Bulk campaigns
CSV and Google Sheets sends should use templates and opt-in contacts.
No manual API key input
Postly receives the access token and WhatsApp asset IDs after the user grants permission. The user does not need to copy tokens, secrets or webhook URLs into Postly.
Required permissions
Postly requests whatsapp_business_messaging for sending messages and whatsapp_business_management for WhatsApp assets such as WABAs, phone numbers and templates.
Postly setup after redirect
Postly stores credentials securely, registers webhooks, syncs the phone number and maps the WhatsApp assets to the workspace.
What Postly keeps lightweight
Connection
Meta Embedded Signup, WABA mapping, phone number sync and secure token storage.
Messaging
Free-form replies, approved templates, scheduling validation and delivery status.
AI replies
Reply generation through Postly AI Studio credits when credits are available.
Exports
Contacts, messages, conversations and campaign results for CRM import.