> ## Documentation Index
> Fetch the complete documentation index at: https://docs.visitoai.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Prepare for Meta authorization

> Complete a preflight checklist before connecting WhatsApp, Instagram, or Messenger.

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

## 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.

## 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

<Tip>
  If you manage several businesses, write down the intended Business Portfolio, Page, Instagram username, or WhatsApp number before opening the authorization window.
</Tip>

## WhatsApp readiness

### 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.

### 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.

<Warning>
  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.
</Warning>

## 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.

## Messenger readiness

* The Facebook Page is active and visible.
* [Messaging is enabled for the Page](https://www.facebook.com/help/307375982614147).
* 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.

## 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.

## 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

<Card title="Start the Meta connection" icon="arrow-right" href="/product-guides/channels/meta/overview">
  Choose the channel and correct setup path.
</Card>