WhatsApp

Check that WhatsApp is set up and messages are landing

The WhatsApp Dashboard tells you what is still missing from your setup and whether recent messages actually arrived.

Open this screen in the app ↗

The WhatsApp Dashboard answers two questions on one screen: is my setup finished, and did my last messages get through. Use it before a busy sending day rather than discovering a broken link afterwards.

The WhatsApp Dashboard: four status cards, the suggested next action, and the setup checklist. diagram

The four cards along the top

  • Cloud API — Whether your number is connected. Anything other than Connected means sending and replying are locked.
  • Live chats — How many separate WhatsApp conversations appear in the recent message history.
  • Approved templates — How many Meta-approved templates have been synced into your workspace. Zero means you cannot start any conversation.
  • Recent sends — How many of your recent sends are on record, with a red note if any of them failed.
Note

Recent sends never counts higher than twenty. It reflects the last twenty sends, not your total for the month.

Next WhatsApp action

This panel picks the one thing that most needs doing and gives you the button for it: connecting your number, syncing templates, opening the live chat when someone's reply window is open, or otherwise sending a template.

Setup checklist

  • Cloud API connected — Your number is linked and no connection error is recorded.
  • Webhook verified — Meta has confirmed the link that carries incoming messages and delivery updates. Without this, your Inbox stays empty and sent messages never progress to delivered or read.
  • Templates synced — At least one Meta-approved template is in your workspace.
  • Inbound message tested — At least one incoming message has reached your workspace. Send a message to your WhatsApp number from a personal phone to prove the whole path works.
  1. Open WhatsApp in the left menu and click Dashboard.
  2. Read the Setup checklist on the right and note any row still showing a clock.
  3. Click Sync Meta templates if the templates row is not ticked.
  4. Click Configure connection — or Connect with Facebook if you have no number yet — to deal with a connection problem.
  5. Message your WhatsApp number from your own phone, then reload the page, to tick the last row.
Important

Sync Meta templates is greyed out until a WABA ID is saved on the Settings screen. If the button will not respond, that is why.

The setup checklist with its two buttons. diagram

Recent WhatsApp sends and Live chat queue

The lower half shows the last few sends with their status, and the newest conversations. Clicking a conversation opens it in the Inbox; Send template opens the Campaigns screen.

A status stuck on sent and never reaching delivered usually means the Webhook row is not ticked — messages are going out, but Meta's updates are not coming back. Check the connection before assuming your messages failed.