Setup Guide

Set Up Your Meta Business Account

This takes about 15 minutes of your time, plus a 48-hour wait for Meta to verify your business. Follow each step below.

7
Steps
15 min
Your time
48 hrs
Meta review
Free
No cost

Why do you need a Meta Business account?

To use WhatsApp automation with The Ant Method, Meta requires your business to be verified. This is a one-time setup that unlocks the WhatsApp Business API.

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Build trust with customers through Meta's official verification
Smart dashboard
Track orders, leads, and conversations in one place

Before you start, have these ready

Facebook login credentials (email + password)
WhatsApp Business App installed, with your number registered
Company Incorporation Certificate (PDF, JPG, or PNG)
GST Certificate (PDF, JPG, or PNG)
Debit or Credit card for adding a payment method

1 Log Into Meta Business Suite

Go to business.facebook.com in your browser. Log in using your Facebook email and password. If you don't have a Facebook account yet, create one first.

Tip: Use a browser on your computer — not your phone. The setup is easier on a larger screen.

2 Create Your Meta Business Portfolio

Once logged in, you'll see an option to Create a Business Portfolio. Click it and enter your business name. This is the name Meta will use internally — you can change it later if needed.

You'll also need to enter your first name, last name, and business email. This email is used internally by Meta — it won't be visible to customers.

Create a business portfolio dialog showing business portfolio name, first name, last name, and business email fields filled in

After clicking Create, Meta may ask you to add Facebook Pages or Instagram accounts to your portfolio. You can Skip this for now — it's not required for WhatsApp setup.

What do you want to add into this business portfolio dialog with Skip and Next buttons

Next, you can add other people to your portfolio (optional). The person who created the portfolio automatically gets Full control. Click Next to continue.

Add people to this business portfolio screen showing the creator with Full control access

Finally, review your portfolio details and click Confirm.

Review and confirm your business portfolio summary screen with Confirm button

You'll be taken to the Meta Business Suite home page, where you can see your new portfolio in the sidebar.

Meta Business Suite home page showing the newly created business portfolio in the sidebar

3 Complete Your Business Profile

Fill in your business details. You'll need your legal business name (as it appears on your MCA registration), your registered address (must match your GST certificate), a phone number, and your business vertical from the dropdown.

Important: Your business name and address must match your government documents exactly. Even small differences (like abbreviating "Road" to "Rd.") can cause your verification to be rejected.

Go to Settings > Business info to find these fields. Click Edit next to Business details to fill them in.

Meta Business Settings showing Business portfolio info page with Business details section including legal business name, address, phone, website, and verification status

4 Upload Verification Documents

Upload your GST Certificate and Certificate of Incorporation. Accepted formats are PDF, JPG, JPEG, and PNG. Make sure the documents are clear and legible.

Tips for smooth approval: Your GSTIN must be active (not cancelled or suspended). Don't upload documents with handwritten annotations or edits. Scanned copies should be high resolution and fully visible.

You'll be asked to upload documents during the verification process (Step 6). Have your GST certificate and incorporation certificate ready as PDF, JPG, or PNG files.

5 Add Payment Method

Go to Settings > Accounts > Add Payment Method. Enter your debit or credit card details: cardholder name, card number, expiry date, and CVV. This is required even if you're on a free plan.

You'll find the payment option in the Settings > Setup Guide page, or go directly to Settings > Accounts > Ad accounts and look for the payment method section.

Meta Business Settings Setup Guide page showing recommended actions including Add a Page, Add an Instagram profile, Invite people, Create an ad account, and Add a payment method

6 Start Business Verification

Go to Settings > Security Centre > Start Verification. Select India as your country. Meta may find your business automatically from government records — select your organization from the list if it appears, or upload your documents manually.

You'll need to verify via OTP. Choose your preferred method: email, phone call, SMS, or WhatsApp. Enter the code to complete this step.

Meta Business Settings Security Center page showing Two-Factor Authentication settings and Verification section with Meta Verified and Authorizations and verifications links
Note: If you see "Your organization does not need to be verified", you can still get verified via the Meta Verified or Authorizations and verifications links shown on this page. Verification is required for WhatsApp Business API access.

7 Wait for Approval

Meta typically reviews and approves your business within 48 hours. You'll receive a notification once it's done.

Where to check: Go to Settings > Business info to see your Business verification status. It will change from "Unverified" to "Verified" once Meta approves your business.

If your verification is rejected, the most common reasons are:

  • Business name doesn't match government documents
  • Address doesn't match GST certificate
  • Documents are blurry or partially cut off
  • GSTIN status is inactive

Fix the issue and resubmit. If you're stuck, message us on WhatsApp and we'll help.

Need help with setup?

Message us on WhatsApp. We'll walk you through any step you're stuck on.

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