Charles

WhatsApp only accepts a phone number for a Business Account if it fulfils these specific requirements:

Phone number requirements for WhatsApp

Get started with charles by setting up the WhatsApp integration and connecting with your customers where they already chat.

Connect WhatsApp

This guide walks you through what to prepare, what to watch out for, and how to complete the migration smoothly.

How to Migrate Your WhatsApp Number from another provider

Learn where to find and how to utilize Meta’s WhatsApp Business Manager

Get to know the WhatsApp Business Manager

Learn how to update your display name in Meta’s WhatsApp Business Manager

Change your WhatsApp display name

This article walks you through the steps to edit your business details quickly and easily.

Update WhatsApp Profile

The process of verifying a FBM account. Your business must be registered with authorities and have a phone number and postal address.

Facebook Business Verification

Show your customers they’re interacting with a unique, verified business on WhatsApp. The blue badge helps build credibility and reinforces brand authenticity.

Apply for an Official Business Account (blue tick)

What you need to know about Meta's WhatsApp pricing model, including the 2026 Meta Business Agent pricing updates.

Understand Meta's WhatsApp Pricing (Revised July 1, 2026)

Adjust Data Privacy Policy

Find all charles updates summarized on this page to learn about newly released features and recently squashed bugs.

Release Notes 2026

WhatsApp is introducing usernames, an optional identifier that can be used instead of a phone number when someone contacts you or your business for the first time.

Reserving a WhatsApp Username

Meta Business Agent & Pricing FAQ

Your fast lane to launch with charles: set up, connect, and send your first WhatsApp message in minutes.

First Steps

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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