Get started with BNex

Before you start

BNex is a shared workspace for operating a business WhatsApp number. It brings conversations, contacts, campaigns, workflows, and workspace settings together. WhatsApp account eligibility, number review, messaging policy, and Meta charges still follow Meta’s rules.

You can create a workspace for your business or join one that a teammate has already created. If you are joining, ask the workspace owner to invite you and choose the right role.

• Have access to the business details you want to use for the WhatsApp profile.
• If you already have a Cloud API account, have the Meta business account and number available for the guided connection.
• Keep evidence of customer consent in your own records. An imported contact or an unset opt-out flag is not proof of opt-in.

• Team access and rolesHow workspace membership and roles work.
• WhatsApp platform guidesCloud API setup, policies, templates, pricing, and WhatsApp platform limits.

Create your workspace and connect WhatsApp

1. Sign in and choose a workspace path. Create a new business workspace, or accept your teammate’s invitation to join an existing one.
2. Answer the onboarding questions. The onboarding Copilot asks whether you already have a Cloud API account and what you want to do next. Your answers help route you through guided or faster setup.
3. Connect a number. Follow the WhatsApp connection flow shown in BNex. If you are trying the product first, use the practice setup offered by onboarding; do not treat an unmeasured or test number as a live business number.
4. Review business details and connection status. Check the workspace and WhatsApp profile information. Meta review may take time; a waiting status is not automatically a failed connection.
5. Continue to the workspace. Open the inbox, add contacts, and complete any setup steps shown in BNex. You can return to setup from the relevant workspace settings.

A practical first-day checklist

1. Check the dashboard. Review setup readiness, wallet state, recent messaging, and any alerts.
2. Import or add contacts. Start with a small, permissioned list and review the import result before using it in an audience.
3. Reply in the inbox. Open a recent customer conversation, review its context, and reply while the WhatsApp service window permits a free-form response.
4. Prepare a template before a campaign. Use a Meta-approved template for a business-initiated conversation outside the customer-service window.

• DashboardRead workspace health and setup signals.
• Shared inboxHandle customer conversations with your team.
• Contacts and audiencesImport and organize customer records.
• Templates and messaging rulesUnderstand templates and the 24-hour window.

Frequently asked questions