Illustration: internet service cards with the router validated and linked to the Meta logo

In this guide we walk you through it step by step, from verifying the portfolio to linking the business.

The process has two main stages:

  1. 1Verify the business portfolio.
  2. 2Link a business to the business portfolio.

1. Verify the business portfolio

  1. 1

    Once you meet all the requirements, go to Meta Business Suite: https://www.facebook.com/business/tools/meta-business-suite

  2. 2

    Click “Get started”.

    Meta Business Suite home page showing options to manage businesses on Facebook and Instagram, with the "Get started" button.
  3. 3

    Log in with the Facebook account linked to your Page.

  4. 4

    Open the menu and click “Account overview”.

    "Account overview" panel in Meta Business Suite for Zelty AI, listing the steps to add payment methods and create a Facebook Page.
  5. 5

    A window will open where you select the business portfolio (usually named after your website). Then click the settings icon (the gear).

    Ad account settings in Meta, highlighting the settings (gear) button and the option to add new accounts to the portfolio.
  6. 6

    This opens your business portfolio's control panel, where you click Business info:

    Meta Business Suite settings menu with an arrow pointing to the "Business info" section of Zelty AI's business portfolio.
  7. 7

    Edit the portfolio details with your business's real information:

    Business portfolio information in Meta showing the business's legal name, an address in Colombia and Zelty AI's identifier.
  8. 8

    Fill in the form and click “Save” to start the portfolio verification.

    Form to edit business information in Meta, with fields for mailing address, postal code, phone number and business website.

2. Link a business to the business portfolio

  1. 1

    In the portfolio's control panel, select “WhatsApp accounts”.

    Accounts side menu in Meta Business Suite with a red arrow pointing to the option to set up "WhatsApp accounts".
  2. 2

    A new screen will open where you click the blue “Add” button and choose “Create a new WhatsApp Business account”.

    WhatsApp management panel in Meta with the drop-down to "Link a WhatsApp Business account" to the Zelty AI account.
  3. 3

    A new window opens where you choose the name and category. We recommend using the same name as the portfolio; if your category isn't listed, you can pick another one at the end.

    Pop-up to create a WhatsApp Business account, asking for the business's display name and category in Meta.
  4. 4

    Here, choose to add a new number, select your country code, enter your test number and, finally, choose the text message option.

    Option in Meta Business Suite to choose the WhatsApp number, either using a display name or adding a new number that requires verification.
  5. 5

    Enter the code you receive by SMS and click Next:

    Phone number verification window in Meta, showing the field to enter the 6-digit code sent by SMS.
  6. 6

    Once the test number is linked, go back to Business info in this menu:

    Meta Business Suite settings menu with an arrow pointing to the "Business info" section of Zelty AI's business portfolio.
  7. 7

    Now select View details under the business verification status:

    Business verification status in Meta Business Suite showing the "Unverified" label and a highlighted "View details" button.
  8. 8

    In the new tab that opens, click Start verification:

    Business verification panel in Meta for Zelty AI, with the "Start verification" button enabled after meeting the platform's requirements.
  9. 9

    Select the country where your business is registered:

    Country selection step in Meta's verification process, with the drop-down set to Colombia.
  10. 10

    Choose your type of company.

    Business type selection menu in Meta, with options such as Partnership, Sole proprietorship, Company of two or more individuals and Private company.
  11. 11

    Correct the name if it doesn't match the one your company is registered under in your country.

    Form to add the organization's legal name in Meta's verification, noting that it must match Zelty AI's official documents.
  12. 12

    Fill in the business's exact address (a tax document can help):

    Business address form in Meta's verification process
  13. 13

    Enter the mobile number your business is registered with and its website.

    Contact information screen for business verification, with fields for the phone number and the company's website URL.
  14. 14

    Select the business that matches the details registered for your company and review them.

    Search results in Meta's public records to select the business that matches the legal information provided.
  15. 15

    Choose the verification method; we recommend the email linked to your domain or a WhatsApp message to the associated number.

    List of methods to confirm the business connection in Meta: email (recommended), phone call, SMS, WhatsApp, identity or domain.

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SAWritten bySergio AlarcónAI Implementation Engineer

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