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How to Set Up WhatsApp Business for Customer Inquiries

A practical setup guide to WhatsApp Business for small-business inquiries, from number verification and profile details to automatic replies, catalogs, and linked devices.
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To set up WhatsApp Business for customer inquiries, install the free-to-download app, verify a phone number, complete a useful business profile, and configure greeting and away messages. You can add a catalog if customers need to browse your offerings, or link devices if more than one screen helps you handle replies. The steps below describe the WhatsApp Business app for Android and iPhone; some menus and features vary by app version, account, or region.

Choose the app and phone number

The WhatsApp Business app is free to download for Android and iPhone. It is intended for businesses that want a business presence and inquiry tools in the app. WhatsApp also points businesses seeking an enhanced business experience toward the WhatsApp Business Platform; current technical, pricing, and eligibility details are not covered here. WhatsApp’s download guide

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Decide which number you will register before starting. A single phone number cannot be active in WhatsApp Messenger and WhatsApp Business at the same time. WhatsApp says you can migrate an existing Messenger account, including its chat history and media, to WhatsApp Business. Review the terms and any applicable regional app privacy policy during setup. About WhatsApp Business

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Install and register WhatsApp Business

  1. Download WhatsApp Business from the app store on your Android phone or iPhone.
  2. Open the app, review and accept the terms, and enter the phone number you chose.
  3. Verify the number using the code sent during registration.
  4. Follow the in-app prompts to create your business profile. If you are moving from WhatsApp Messenger, follow the migration prompts and check that the chats and media you want to keep have transferred.

The exact screens and menu labels can differ between Android and iPhone and may change after app updates. The official setup instructions are in WhatsApp’s download guide.

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Complete a profile that answers basic customer questions

Go to the business profile settings in the app and add information customers need before they contact you: your business name, relevant categories, a concise description, hours, and appropriate contact details. WhatsApp’s profile instructions support up to three categories and include fields for address, website, email, and a profile photo. Some fields can be skipped during initial setup and completed later. WhatsApp’s business profile overview and profile editing instructions

  • Use a clear business name and a profile photo customers can recognize.
  • Describe what you offer and, where useful, who you serve or where you operate.
  • Set accurate business hours; these can support your after-hours reply schedule.
  • Add an address only if customers should visit that location. For a business that travels to customers or serves an area, use suitable service-area information where the app offers it.
  • Include a working website or email if customers should use those channels.

A complete, accurate profile helps customers find basic details such as hours without having to ask. Keep the information current as services, contact details, or availability change.

Set an automatic greeting for new inquiries

A greeting message can acknowledge a customer when they message you for the first time, or after 14 days of inactivity in that chat. It requires an active internet connection on the device to send. WhatsApp’s greeting-message instructions

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  1. In WhatsApp Business, open Tools > Greeting message.
  2. Enable the greeting message and customize its text.
  3. Choose which recipients should receive it, then save.

For example: “Thanks for contacting [Business]. Please tell us what you need and, if relevant, your order number. We usually reply during [business hours].” Replace the bracketed details with accurate information, and do not promise a response time you cannot meet.

If the greeting option is disabled or stops working, check the app’s internet connection. WhatsApp’s troubleshooting guidance says greeting messages are automatically disabled when Meta Business Agent is connected.

Schedule an away message for times you cannot reply

An away message can set expectations when inquiries arrive outside your availability. It needs an active internet connection on the device to send. WhatsApp’s away-message instructions

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  1. Open Tools > Away message and enable the feature.
  2. Edit the message so it explains when customers can expect a reply or gives an appropriate alternative contact method.
  3. Choose a schedule: always, a custom period, or outside business hours.
  4. Select the recipients and save.

The outside-business-hours schedule is available only after you set business hours in your profile. For example: “We’re currently away. Our team is next available [day/time]. Please leave your question and any relevant order details here.” Use a next-response window that matches your actual operating schedule.

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Add a catalog if customers should browse your offerings

A catalog lets customers browse items from your business profile or chat. In Tools > Catalog, add an item and provide its name and country of origin. You can also add permitted images or videos, plus optional price, description, website link, and item code. WhatsApp’s catalog instructions

Catalog items and media are reviewed, and an item is not visible to customers until approved. Keep details and availability current, and do not tell customers an item will appear immediately after you submit it.

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Link devices if they improve your reply workflow

If you need to answer inquiries from a computer or tablet as well as your phone, use the QR-code linking flow: open Linked devices > Link a device in WhatsApp Business and follow the on-screen instructions on the device you want to connect. WhatsApp’s device-linking instructions

WhatsApp’s Help Center says the standard app supports up to four linked devices without keeping the primary phone connected. The primary phone must log in every 14 days to keep linked devices connected. The Help Center also describes an option for up to ten devices and chat assignment with Meta Verified; that option is subscription-dependent, and availability and terms can vary by account and region. Check what your account offers before building your workflow around it.

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Check the inquiry setup before sharing your number

  • Send a test message from another account to check that your profile details are visible and accurate.
  • Confirm your greeting and recipient settings, then test the away-message schedule that applies to your business.
  • Verify that the number you registered is the one you intend customers to use.
  • If you added a catalog, check that items have been approved before directing customers to browse them.
  • If you linked another device, confirm it can receive and send messages; remember the primary-phone login requirement.

Product prices and availability are accurate as of the date/time indicated and are subject to change. Any price and availability information displayed on Amazon at the time of purchase will apply.

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