This guide covers managing a WhatsApp connection you already have. To connect a number first, see WhatsApp Business.
Overview
The Overview page is the health dashboard for the whole account.Account health
Shows whether the account can currently send business-initiated messages (template messages, like broadcasts), as reported by Meta.- Healthy. Everything can send.
- Limited. Sending works but is restricted. The reason appears below.
- Blocked. Business-initiated messages are blocked.
Account health only governs business-initiated (template) messages. Replies inside the 24-hour customer service window are unaffected, so your assistant keeps answering incoming chats even while the account shows Blocked.
Business verification
Whether your Meta business portfolio is verified. Unverified businesses face lower messaging limits and cannot request an official business account. The card links straight to Meta’s Security Center to start verification.Messaging limit
How many unique customers you can open business-initiated conversations with in a rolling 24-hour period. The tiers are 250, 2K, 10K, 100K, and unlimited, and the current tier is highlighted on the scale. Meta raises the tier automatically as you message more people with good quality.Quality rating
Meta’s quality rating across your phone numbers, on Meta’s own scale: Green (high), Yellow (medium), Red (low). The rating is based on recent customer feedback like blocks and reports. A low rating can lead to Meta lowering your messaging limit, so if you see Yellow or Red, slow down campaigns and review what you are sending. The page also lists the account details (name, ID, status, currency) and billing, which is managed by Meta and linked from the page.Activity
A live feed of the latest changes Meta reports on the account: account updates, account review updates, messaging capability updates, and payment configuration changes. Entries appear as they happen, so you can see the reason behind a health or limit change without leaving the Overview.Profile
The public business profile customers see when they open your number in WhatsApp, editable per phone number: profile picture, about line, description, address, email, websites, and business category. Changes save directly to WhatsApp and are visible to customers immediately.Phone numbers
Every number in the account, with its display name, quality rating, and messaging limit tier. A number with its own health problem shows a Limited or Blocked badge next to it, with Meta’s reason on hover; a healthy number stays unmarked even if the account has issues elsewhere.- Display name. Request a name change. Meta reviews name changes, so the number shows a pending state until the review resolves. Approved names with an official business account show the blue checkmark next to the name.
- Deregister. Removes the number from the Cloud API. Use with care: assistants, workflows, and broadcasts using the number stop sending and receiving until it is registered again.
Templates
Create and manage the pre-approved message templates required for broadcasts and any business-initiated message. Template management has its own full guide: WhatsApp for Broadcasts.Meta AI agent
Meta offers its own AI agent for WhatsApp, which answers your customers in your brand voice. Meta runs it and bills your business directly for what it uses. Managing it from here is free: under Channels → WhatsApp → Meta AI agent you configure it without opening Meta’s WhatsApp Manager. Every page works on one phone number, picked at the top.Before the agent can run, your business accepts Meta’s AI terms once, in Meta’s WhatsApp Manager under Meta Business Agent. Meta shows that tab only for eligible numbers: a verified business, in a supported country and category, on the WhatsApp Business Platform. Until then the page shows Meta’s reason and a link to WhatsApp Manager.
- Settings. Turn the agent on or off, choose whether it answers everyone or only your test numbers, and set the handoff message, the follow-up after the customer goes quiet, and phrases the agent must never say. Answering everyone needs a payment method in Meta Billing Hub; test mode does not. Spending caps limit the agent across every number in your business: tokens (what Meta bills for) and replies per conversation, over 1, 7, 14 or 30 rolling days. At a cap the agent finishes its reply, stops and hands off to your team until the window rolls over.
- Knowledge. Your business facts (payments, returns, shipping, opening hours, contact details), questions and answers, websites for Meta to read, and files like price lists.
- Instructions. How the agent behaves: tone, policies and steps to follow. Meta reviews each instruction before the agent uses it. Interactive messages are rules for when the agent sends buttons, a list of options, a carousel, a link button, an image, your location, a request for the customer’s location or a published Flow, and what goes in them. Written in plain words; the message type is fixed once created.
- Insights. How many conversations the agent handled in the last 30 days, and how many wait on your team right now.
Who can do what
Viewing and editing follow your organization roles:
The split is intentional: templates are campaign content, so anyone who can send broadcasts can manage them; changes that can take the channel down stay with technical roles. Custom roles follow the same rule via their granted permissions. In sub-organizations, the whole Channels section can also be hidden with the module toggles in organization settings.