How do I connect WhatsApp Business to CitaFlow with Meta, and which account should I use?
To connect WhatsApp Business to CitaFlow through Meta’s official integration, you will usually need to sign in with a Facebook/Meta account and then create or select the correct business during the setup flow.
Which Facebook account should you use?
The safest option is to use an older or already established personal account, not one created the same day.
Why?
- New accounts are more likely to get blocked or flagged for extra verification.
- Meta uses strong automated security checks.
- Older accounts usually create less friction during integrations.
Important: personal does not mean public
Your personal account is used to log in and authenticate, but that does not mean your personal profile becomes publicly visible in your business setup.
Later in the flow, you can:
- select an existing business
- or create a new one with your company details
General steps
- Open CitaFlow in an incognito window if you have been seeing browser-related errors.
- Go to AI Chat / Channels.
- Choose Connect account and select coexistence mode.
- Enter your WhatsApp Business number.
- When the Meta/Facebook window opens, sign in with your personal account.
- Select or create your business entity.
- Complete the WhatsApp Business verification steps.
Which details should use the business information?
When Meta asks for company information, use your business details, such as:
- business name
- business email
- business website, if available
- any other company details requested in the form
If you previously used another tool via QR
That does not necessarily mean it used the same official integration. Some QR-based connections are simpler and require fewer steps. Meta’s official integration may ask for more validation because it grants different permissions and capabilities.
Tip
If you run into strange errors during setup, first try again in an incognito window and avoid creating a brand-new Facebook account unless absolutely necessary.
The full connection guide is available here: https://citaflow.com/en/help/chatbot-ai/whatsapp-coexistence