1. Welcome to AimBack
AimBack helps businesses automate customer engagement through WhatsApp. With AimBack you can:
- Recover abandoned customers
- Re-engage inactive customers
- Automate follow-ups
- Create customer journeys
- Track campaign performance
- Increase repeat purchases
Why this setup is required
To use WhatsApp automation, you must connect a WhatsApp Business Account through Meta and Gupshup. This one-time onboarding links your number to AimBack so campaigns, chat and analytics can run.
2. How WhatsApp Integration Works
Every message flows through four layers. AimBack sits at the top and orchestrates your automation.
| Component | Responsibility |
|---|---|
| Meta | Owns the WhatsApp Business Platform and approves your business & display name. |
| Gupshup | Official BSP (Business Solution Provider) that provides API access to WhatsApp. |
| AimBack | Automation, campaigns, chat inbox and analytics built on top of the API. |
3. Before You Begin
Make sure you have all of the following ready before starting. Having these on hand makes the process take only a few minutes.
Important about your phone number
The number you connect must be able to receive an OTP and must not already be registered on the WhatsApp Business API with another provider. Once connected to the API, it can no longer be used in the personal WhatsApp / WhatsApp Business app (unless you use Coexistence — see Scenario D).
4. Choose Your Setup Method
Pick the path that matches your situation, then jump to that scenario's full walkthrough.
Scenario A — Create a New WhatsApp Business Number → Section 6
Use if: you do not yet have a WhatsApp Business Account and want a dedicated automation number.
Scenario B — Connect an Existing WhatsApp Business Number → Section 7
Use if: you already use the WhatsApp Business App, want to keep the same number, and already have a Meta Business Account.
Scenario C — Configure a Display Number / Display Name → Section 8
Use if: you created a WABA and need to configure the number or branded name customers see on incoming messages.
Scenario D — Enable WhatsApp Coexistence → Section 9
Use if: you want to keep using the WhatsApp Business App and run AimBack automation on the same number.
5. Understanding the Shared Onboarding Flow
All scenarios use the same Meta + Gupshup wizard. The screens are identical — scenarios differ only at two decision points. Each walkthrough below is complete and self-contained; the diverging steps are highlighted in amber.
| Decision point | Scenario A · Create New | Scenario B · Existing | Scenario C · Display |
|---|---|---|---|
| Step 7WhatsApp Business Account | Create a new WABA | Select your existing WABA | New or existing WABA |
| Step 9Phone number / identity | Add a new number + OTP | Enter your existing number + OTP | Use a display name only (or set display number) |
About the screenshots
All screens come from one live AimBack setup. Where a scenario needs a screen we did not capture live (e.g. selecting your existing account), a clearly marked placeholder shows exactly which screenshot to add later.
Create a New WhatsApp Business Number
Create a brand-new WhatsApp Business Account (WABA) and a dedicated automation number, end to end.
Follow these steps to connect a brand new, unused phone number and register a new WhatsApp Business Account (WABA).
Open WhatsApp Setup & Initialize
In AimBack, open WhatsApp → WA Chat. On the Connect WhatsApp screen, click Initialize WhatsApp.
AimBack — Step 1: Initialize WhatsApp
Connect to WhatsApp
Click Connect to WhatsApp — a new tab opens.
AimBack — Step 2: Account created → Connect to WhatsApp
Continue with Facebook
Click Continue with Facebook.
Do not remove the partner
Don’t remove “Gupshup” as a partner in Meta later.
Gupshup — Step 3: Continue with Facebook
Begin the Meta onboarding
Click Continue / Get Started.
Meta — Step 4: Onboarding introduction
Select business assets to share
Choose your Business portfolio and WhatsApp Business account.
Meta — Step 5: Select the business assets to share
Choose or create a Business Portfolio
Pick an existing portfolio or choose Create a business portfolio.
Meta — Step 6: Select or create a Business Portfolio
Create a NEW WhatsApp Business Account
Scenario A choiceChoose Create a WhatsApp Business account, then click Next.
Meta — Step 7a: WhatsApp Business account dropdown
Meta — Step 7b: “Create a WhatsApp Business account” selected → Next
Enter business information
Provide business details and click Next.
Meta — Step 8a: Enter business information
Meta — Step 8b: Category selected → Next
Add a NEW number & verify with OTP
Scenario A choiceChoose Add a new number, enter the number, verify with OTP.
Meta — Step 9a: Choose how you’re identified
Meta — Step 9b: Add a new number + verification method
Review & confirm
Click Confirm.
Meta — Step 10: Review requested access → Confirm
Connecting your account
Meta connects your account — wait a few moments.
Meta — Step 11: Connecting your account...
Account connected — Finish
Click Finish.
Meta — Step 12: Account connected → Finish
Associate the number in Gupshup
Select the number, tick consent, click Next.
Gupshup — Step 13a: Select the number
Gupshup — Step 13b: Accept consent → Next
Onboarding complete
Gupshup confirms with your Phone Number and WABA ID.
Gupshup — Step 14: Successfully onboarded
Verify status in AimBack
Open WhatsApp → WA Status. Expect a green Connected banner.
AimBack — Step 15: WA Status — Connected
Start messaging
Your number is live and ready to send/receive.
AimBack — Step 16: WA Chat ready
✅ Scenario A complete
Your new WhatsApp Business number is connected to AimBack.
Connect an Existing WhatsApp Business Number
Keep the number you already use on the WhatsApp Business App and connect it to AimBack.
Before you start — is the number free?
Your existing number must not be live on the WhatsApp Business API with another provider. If you want to keep using the WhatsApp Business App, use Scenario D — Coexistence instead.
Open WhatsApp Setup & Initialize
Click Initialize WhatsApp.
AimBack — Step 1: Initialize WhatsApp
Connect to WhatsApp
Click Connect to WhatsApp.
AimBack — Step 2: Account created → Connect to WhatsApp
Continue with Facebook
Log in with the account that owns your business.
Gupshup — Step 3: Continue with Facebook
Begin the Meta onboarding
Click Continue / Get Started.
Meta — Step 4: Onboarding introduction
Select the business assets to share
Choose your Business portfolio and WhatsApp Business account.
Meta — Step 5: Select the business assets to share
Choose your Business Portfolio
Select the existing portfolio.
Meta — Step 6: Select your Business Portfolio
Select your EXISTING WhatsApp Business Account
Scenario B choicePick your existing WABA from the dropdown.
Screenshot to add: selecting YOUR existing WABA
Save as images/B-07-existing-waba.png
Meta — Step 7: The dropdown with your existing WABA
Confirm business information
Review pre-filled details and click Next.
Meta — Step 8: Business information
Enter your EXISTING number & verify with OTP
Scenario B choiceEnter your existing number and verify with OTP.
If the number is on the WhatsApp Business App
Meta may guide you through migrating it.
Screenshot to add: entering YOUR existing number
Save as images/B-09-existing-number.png
Meta — Step 9a: Choose how you’re identified
Meta — Step 9b: Number entry + verification
Review & confirm
Click Confirm.
Meta — Step 10: Review requested access → Confirm
Connecting your account
Wait while Meta connects.
Meta — Step 11: Connecting
Account connected — Finish
Click Finish.
Meta — Step 12: Account connected → Finish
Associate the number in Gupshup
Select number, tick consent, click Next.
Gupshup — Step 13a: Select the number
Gupshup — Step 13b: Accept consent
Onboarding complete
Gupshup confirms.
Gupshup — Step 14: Successfully onboarded
Verify status in AimBack
Check WA Status for green Connected banner.
AimBack — Step 15: WA Status — Connected
Start messaging
Your number is now live in AimBack.
AimBack — Step 16: WA Chat ready
✅ Scenario B complete
Your existing WhatsApp Business number is connected to AimBack.
Configure a Display Number / Display Name
Set what customers see on incoming messages — a branded display name or a specific display number. Identical to Scenario A except at Step 9.
What is a display number / display name? It’s the identity customers see when they receive your WhatsApp messages — for example +91 9876543210, +44 123456789, +971 501234567, or a branded name like AimBack.
Follow the same flow as Scenario A steps 1–8, then at Step 9 choose a display name or display number.
Choose Display Name or Display Number & verify
Scenario C choiceOn Add your WhatsApp phone number, choose Add a new number. Instead of a phone number, you will:
Option A: Display name
Enter a branded name (e.g. “AimBack”). Meta reviews and approves it.
Option B: Display number
Enter a phone number customers will see. Verify with OTP.
Review & confirm
Click Confirm.
Connecting your account
Wait while Meta connects.
Account connected — Finish
Click Finish.
Associate the number in Gupshup
Select number, tick consent, click Next.
Onboarding complete
Gupshup confirms.
Verify status in AimBack
Check WA Status for green Connected banner.
Start messaging
Your display name/number is now active.
✅ Scenario C complete
Your display number / display name is configured.
Enable WhatsApp Coexistence
Use the same number in both the WhatsApp Business App and AimBack automation simultaneously.
After completing Scenario A or B, you can enable Coexistence Mode. This lets you keep using the WhatsApp Business App manually while AimBack runs automated campaigns on the same number.
Eligibility
Coexistence is only available for certain phone numbers that Meta approves. If the option is not shown, use a standard setup instead.
Receive the SMS from Meta
Meta sends an SMS with a unique link to activate Coexistence.
Coexistence — Step 1: SMS from Meta
Open the link from your mobile device
Open the SMS link on your phone with WhatsApp Business App installed.
Coexistence — Step 2: Open the link from mobile
Message your number from the app
The WhatsApp Business App prompts you to send a message to your own number to verify access.
Re-verify the number in AimBack
Initiate another OTP verification in AimBack for the same number.
AimBack — Step 4: Re-verify number
Confirm Coexistence is active
Both AimBack and WhatsApp Business App can now use the same number.
AimBack — Step 5: Coexistence active
Add co-business info in Meta Business Suite
Fill out required co-business information if prompted by Meta.
Coexistence — Step 6: Add co-business info
Open WhatsApp Business App settings
Navigate to Settings in your WhatsApp Business App.
Coexistence — Step 7: App settings
Confirm status shows Connected to AimBack
Confirm “Connected to AimBack” status is shown in settings.
Coexistence — Step 8: Connected via AimBack
Return to AimBack and verify
Confirm everything is connected and operational.
Send a test message from AimBack
Send a test WhatsApp message from AimBack to validate the full flow.
Send a test message from the App
Send a message from your WhatsApp Business App to validate the reverse flow.
Check that the name is branded
Verify your branded Display Name appears on incoming messages.
Verify the phone is still linked
Re-check AimBack to confirm green status indicators.
Verify status in AimBack
Open WA Status to confirm Connected banner and Coexistence Mode.
Start messaging
You can now automate from AimBack while using the WhatsApp Business App.
✅ Scenario D complete
Your number runs in Coexistence Mode. Open the WhatsApp Business App at least once every 14 days.
10. Common Errors & Resolutions
OTP Not Received
Causes
- SMS delivery issue
- Network issue
- Incorrect phone number entered
Resolution
- Retry the SMS
- Switch to Voice / Phone call verification
- Confirm your carrier supports the message
Display Name Rejected
Causes
- Name mismatch with your business
- Too generic a business name
- Trademark issue
Resolution
- Use your official, registered business name
- Match your website branding
- Resubmit the request
Number Already Registered
Causes
- The number may be connected to another provider (WATI, Interakt, AiSensy, Twilio, etc.).
Resolution
- Disconnect / de-register the number from the other platform first.
Coexistence Not Available
Causes
- Meta determines eligibility automatically. New accounts may not qualify immediately.
Resolution
- Use a standard setup instead, revisit later.
11. Frequently Asked Questions
12. Support
Need help with onboarding?
Visit https://www.aimback.in or contact the AimBack support team.
© AimBack — WhatsApp Business Onboarding Guide. Screens shown are from a live setup; your exact values will differ. Placeholder boxes mark screenshots to add for the existing-account path.