How it works

Customers authorize the connection. They keep their assets.

One Connect uses Meta Embedded Signup so businesses can connect their own eligible WhatsApp Business Accounts. Access depends on the permissions granted and the features enabled. Customers remain responsible for those accounts and for complying with applicable messaging rules.

  1. 01

    Create an account

    Create an account on One Connect – Bluebex CRM so your business has a workspace for people, conversations, and settings.

  2. 02

    Start WhatsApp connection

    Initiate the WhatsApp connection using Meta Embedded Signup from the product. You authorize the integration; Bluebex does not log in as you.

  3. 03

    Sign in to Meta

    Sign in to Meta and review the permissions requested. Only accept access you understand and that your business is prepared to grant.

  4. 04

    Authorize eligible assets

    Select or connect an eligible WhatsApp Business Account and phone number that your business controls. Not every account or number is eligible.

  5. 05

    Configure the workspace

    Configure available messaging and CRM features — including teammates, assignment, and templates — according to what is enabled for your account.

  6. 06

    Manage conversations

    Use the platform inbox to handle customer conversations, assign chats, and keep a shared history for your team.

Important limits

Eligibility is determined by Meta, not assumed by Bluebex.

A business must have (or be able to create) an eligible WhatsApp Business Account and phone number. Display names, country rules, verification, and policy checks are Meta processes. Completing Bluebex signup does not guarantee WhatsApp access.

After you connect

You can disconnect the integration and request data deletion. For permission details, see Meta Integration.

Ready to connect WhatsApp customer conversations?

Contact Bluebex Software Private Limited to discuss One Connect – Bluebex CRM for your team.

Get Started