1. Twilio WhatsApp Account Setup
This is a one-time setup for the organization administrator / IT contact. Individual end users do not create Twilio accounts.2. Before You Start
3. Step-by-Step Setup
1
Create the Twilio account
Sign up for Twilio using the organization’s business email, verify
the account, and upgrade/add billing for production use:
auth.twilio.com/login.
2
Open WhatsApp Senders
In Twilio Console, go to Messaging → Senders → WhatsApp Senders
and select Create new sender.
3
Choose the phone number
Select a Twilio number or use your own business number. For a
non-Twilio number, it must be able to receive SMS or voice OTPs.
4
Continue with Meta / Facebook
Select Continue with Facebook and sign in with an administrator
account for the organization’s Meta Business Portfolio.
5
Select or create the Meta Business Portfolio
Use the existing organization portfolio if available; otherwise
create one during the flow.
6
Create / select the WhatsApp Business Account
For the first Twilio sender, create the WhatsApp Business Account
(WABA) as directed by the Twilio self-sign-up flow.
7
Create the WhatsApp Business profile
Enter the customer-facing display name, business category, and
optional description/website. The display name is reviewed by
Meta.
8
Verify the phone number
Receive the OTP by SMS or voice call and enter it in the
registration flow to prove ownership of the number.
9
Confirm Twilio access
Review the permissions requested by Twilio and confirm. Twilio
then completes the sender registration.
10
Complete Meta business verification
If the Meta Business Portfolio is not already verified, complete
business verification. Start early because review time can vary by
region.
11
Create WhatsApp message templates
In Twilio Console, go to Products & Services → Templates (or
Messaging → Content Template Builder in the legacy console),
create the required notification templates, add sample values for
variables, and submit them for WhatsApp approval.
12
Wait for template approval
Only approved templates can be used for business-initiated
WhatsApp notifications. Reviews are often quick but can take up to
48 hours.
13
Connect Twilio to SethuOS
Use the secure integration/onboarding method provided by the
SethuOS implementation team to connect the approved WhatsApp
sender. Do not share account passwords over email or chat.
14
Test before go-live
Send test notifications to approved test users, verify sender name
and message formatting, then enable the required notification
types for production users.