Workflow
- 1Click Connect WhatsApp from the Postly channel connection screen.
- 2Complete Meta Embedded Signup by selecting or creating a Business, WABA and phone number.
- 3Approve whatsapp_business_messaging and whatsapp_business_management.
- 4Let Postly sync the WABA ID, Phone Number ID, Business ID, token and webhooks.
- 5Create or sync approved templates before scheduling new conversations or bulk campaigns.
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.
What the user owns
The user owns the WhatsApp Business Account, sending phone number and Meta billing relationship.
What Postly manages
Postly manages the Meta app integration, tokens, webhooks, message routing, scheduling validation, template checks and exports.
What users should not do
Users should not paste random API keys or use free-form blasts for new outreach. WhatsApp requires approved templates outside active customer service windows.
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.