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Gathering the correct access and asset information before opening Meta prevents most interrupted or incomplete connections.

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Visito preflight

  • Sign in as an admin of the intended Visito workspace.
  • Confirm the workspace name at the top of the sidebar.
  • Open Connections → Properties and verify the properties you will assign.
  • Open Connections → Channels in a desktop browser.
  • Allow popups and cross-site redirects for the dashboard during authorization.
  • Avoid private browsing if it prevents your Meta session or callback from being retained.

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Meta login preflight

Use a Meta login that:
  • You can sign in to without another person’s help
  • Has access to the intended business assets
  • Can approve the requested messaging permissions
  • Is not a former employee or temporary agency identity
  • Uses current recovery email, phone, and two-factor authentication details
If you manage several businesses, write down the intended Business Portfolio, Page, Instagram username, or WhatsApp number before opening the authorization window.

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WhatsApp readiness

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New number

  • The phone number is not registered with WhatsApp or WhatsApp Business App.
  • You control the number and can receive an SMS or phone-call verification code.
  • You know which Business Portfolio and WhatsApp Business Account should own it.
  • Your business profile information and public website are complete and current.

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Existing WhatsApp Business App number

  • The number is active in the WhatsApp Business App, not personal WhatsApp.
  • The app is updated to a version that supports Meta’s coexistence flow.
  • The phone is available during setup.
  • You can receive the in-app coexistence prompt and scan a QR code.
  • Your team has decided whether to share eligible message history during onboarding.
If the number is already connected to another API provider, do not start a new-number or coexistence flow until you understand the current ownership and migration path.

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Instagram readiness

  • The account is an Instagram Professional account.
  • You can sign in to the intended Instagram and Meta identities.
  • The authorizing Meta user has the required access to manage messaging for the account.
  • Message Controls permit the customer messages you expect to receive.
  • Conflicting greeting or instant-reply automations are documented so you can disable them before testing.

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Messenger readiness

  • The Facebook Page is active and visible.
  • Messaging is enabled for the Page.
  • The authorizing Meta user can manage Page messages through Facebook or Meta business tools.
  • You know which Page or Pages belong to this Visito workspace.
  • Conflicting Page Inbox automations are documented.
Meta distinguishes Facebook access from task access. The important test for connection is whether the authorizing user can manage messages for the Page. A person with full control can correct Page access when necessary.

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Browser checklist

Before selecting Connect:
  • Close duplicate Meta authorization windows.
  • Sign out of an unintended Facebook or Instagram identity.
  • Temporarily allow the authorization popup.
  • Keep the Visito tab open while completing Meta steps.
  • Do not use the browser Back button inside the authorization flow.

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Have a recovery owner

Record who can:
  • Change Meta Page or Business Portfolio access
  • Receive WhatsApp verification codes
  • Use the WhatsApp Business App during coexistence
  • Disable conflicting Meta automations
  • Disconnect an asset from another Visito workspace

Start the Meta connection

Choose the channel and correct setup path.