---
title: "2. Pre-Requirements Before Onboarding to Flowbee.io"
description: "#### Pre-Requirements Before Onboarding to Flowbee.io Before starting your onboarding process with **Flowbee.io**, there are a few important things you must prepare. Flowbee.io works using the **official WhatsApp Business API provided by Meta**. Because of this, some requirements must be…"
url: "https://support.flowbee.io/docs/pre-requirements-before-onboarding-to-flowbee-io/"
updated: "2026-03-10"
category: Getting Started with Flowbee.io
---

# 2. Pre-Requirements Before Onboarding to Flowbee.io

#### Pre-Requirements Before Onboarding to Flowbee.io

Before starting your onboarding process with **Flowbee.io**, there are a few important things you must prepare.

Flowbee.io works using the **official WhatsApp Business API provided by Meta**. Because of this, some requirements must be completed before connecting your business to the platform.

Preparing these in advance will help make the onboarding process **faster, smoother, and easier**.

#### 1. Mobile Number Requirement

To use Flowbee.io, you must have a **mobile number** that will be connected to the WhatsApp Business API.

You have two options.

###### Option 1 — Dedicated Mobile Number (Recommended)

We strongly recommend using a **new dedicated mobile number** for WhatsApp API.

Benefits of using a new number:

- More stable and reliable
- Lower risk of policy issues
- Clean WhatsApp history
- Better long-term performance

Using a dedicated number helps avoid problems during verification and onboarding.

---

###### Option 2 — Using an Existing WhatsApp Number

You can also use your **existing WhatsApp number**.

However, please note an important rule.

If you want to connect an existing WhatsApp number to the WhatsApp API:

- The WhatsApp account must be **deleted from the WhatsApp app first**
- After deletion, the number can be connected to the API

Once connected to the API, the number **cannot be used in the normal WhatsApp mobile application**.

###### Co-Existing WhatsApp (Experimental)

Meta currently provides a **co-existing option in w**hich the WhatsApp App and API can work together.

However, this feature is still experimental.

Because of this:

- Sometimes numbers may get restricted
- Policy rules must be followed carefully

If you choose this option, the Flowbee team will provide **proper guidelines to avoid blocks or bans**.

#### 2. Meta Business Portfolio (Facebook Business Manager)

![](https://support.flowbee.io/wp-content/uploads/2025/05/ENTER-OTP--1024x574.png)
*Portfolio sample image*

To use WhatsApp Business API, you must have a **Meta Business Portfolio**.

This is also called:

- Facebook Business Manager
- Meta Business Suite

This is where your business information is stored.

Inside the Meta Business Portfolio, you will manage:

- WhatsApp Business Account
- Phone numbers
- Message templates
- Business verification
- Permissions and access

If you do not have a Meta Business Portfolio, our team will guide you to create one.

#### 3. Public Business Presence

Your business must have an **online presence**.

You should have at least one of the following:

- A website
- A Facebook business page
- An Instagram business profile

However, the information must be **consistent everywhere**.

The following details must match exactly:

- Business name
- Business address
- Contact information
- Brand identity

For example, if your business name in Meta Business Portfolio is:

**ABC Trading LLC**

Then your website or social media profile should also show the same name and address.

If details do not match, Meta verification may fail.

#### 4. Business Verification Documents

For higher messaging limits and full WhatsApp API approval, **business verification may be required**.

To complete verification, you may need to submit one of the following documents:

- Trade License
- GST Certificate
- CIN (Company Identification Number)
- Udyam MSME Certificate

The document must clearly show:

- Business name
- Business address
- Registration details

These details must match the information in your **Meta Business Portfolio**.

#### 5. Website Requirement (Highly Recommended)

A website is **highly recommended for business verification**.

Your website should include:

- Business name
- Business address
- Contact details
- About your company
- Your products or services

Having a website increases the chances of **faster Meta verification**.

If you do not have a website, Flowbee.io can help you create a **simple professional website at a minimal cost**.

###### Quick Checklist Before Onboarding

Before starting onboarding, please make sure you have the following ready:

✔ Mobile number for WhatsApp API
✔ Meta Business Portfolio (Business Manager)
✔ Website or social media presence
✔ Matching business details everywhere
✔ Business registration document (if required)

Preparing these items in advance will help ensure a **smooth onboarding experience**.