Review the current account
Confirm the business portfolio, WhatsApp Business account, number status, templates, and applicable migration requirements.
WhatsApp Business API Migration
Plan a WhatsApp number migration to API before changing your customer workflow.
A WhatsApp Business API migration affects your business account, phone number, templates, team workflow, and the current Meta-supported connection method. Plan the change before you disconnect or reconfigure an existing number.
Migration checklist
Protect the customer-facing workflow.
Choose the connection path
Use the appropriate current WhatsApp setup path for a new number, existing account, or supported coexistence scenario.
Prepare the team
Make sure staff know where conversations, templates, appointments, and follow-up will be handled after the change.
Move carefully
Use a connected workspace when the business needs more than one-phone messaging.
Explore the SaraBiT Connect WhatsApp Cloud API workflow.