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Administrator Guide
Last Updated: 2026-09-18
Create a WhatsApp Conversational Messaging Configuration

Create a WhatsApp Conversational Messaging Configuration

To configure WhatsApp messaging you must have:
  • Access to the Workday Messaging product.
  • A Verified Meta Business Portfolio account with two-factor authentication and a user in that system with access to create and manage a WhatsApp Business Account (WABA). See Scale your WhatsApp Business Account Capabilities.
  • Workday security:
    Set Up: Tenant Setup - BP and Notifications
     domain in the System functional area.
  • Access to these domains outside of Workday to log in to Meta Business Portfolio:
    • https://whatsapp-meta-login-sandbox-wrapper-tp.myworkdaycdn.com
    • https://connect.facebook.net
    • https://connect.facebook.net
    • Https://facebook.com
    • https://*.fbcdn.net
    After a WhatsApp Business Account ID is present in your configuration, you no longer need access to these domains.
The WhatsApp notification channel for Workday Messaging enables you to have conversations with recipients using WhatsApp. Example: Candidate Conversational Messaging for WhatsApp enables you to exchange WhatsApp messages with candidates during the recruitment process.
To set up your initial WhatsApp configuration, you must use both the:
  • Maintain Workday Messaging
     report in Workday to configure Workday Messaging for WhatsApp.
  • Meta screens accessed through Workday to create a WABA and connect it to your tenant.
  1. Access the
    Maintain Workday Messaging
     report.
  2. In the
    WhatsApp Messaging Configuration
     section, click
    Create WhatsApp Sender
    .
  3. From the
    Country of Configuration
     prompt, select the country for which you’re creating a WhatsApp configuration.
    Your selection determines the country in which your WhatsApp phone number is provisioned. You can message candidates globally, regardless of the country you select. Candidates see your business name in a WhatsApp conversation. They can see your phone number only if they access the contact details within your business profile.
  4. On the
    Configure WhatsApp Messaging
     screen, enter:
    • In the
      Business Display Name
       field, the name that you want to display when you send a WhatsApp message to a recipient. Workday recommends that you review the WhatsApp guidelines for business display names.
    • (Optional) Information in any of the additional fields. Adding information in these fields may increase message recipients' trust of your senders and increase engagement.
  5. Click
    OK
    .
    You can check the sender status on the
    Maintain Workday Messaging
     report. You must wait until the new phone number displays in the
    WhatsApp Sender Number
     column before you continue.
  6. In the
    WhatsApp Messaging Configuration
     section, click
    Connect WhatsApp Business Account
    .
  7. On the
    Connect WhatsApp Business Account
     page, click
    Create WhatsApp Business Account
    .
  8. On the Facebook login page, enter your login and password.
    You must use a personal Facebook login to log in to a Meta Business Portfolio.
  9. On the
    Connect your account to Workday Messaging
     page, click
    Get Started
    .
  10. From the
    Business portfolio
     prompt, select the name of your business portfolio, and click
    Next
    .
  11. Complete the process of creating your WhatsApp Business Account (WABA).
    1. Select the
      Create WhatsApp Business Account
       option.
    2. From the
      Choose a WhatsApp Business Account Name
       prompt, select your WABA name.
      You must create a new WABA for each tenant in which you configure WhatsApp, so you may have multiple WABAs to select from.
    3. In the
      WhatsApp Business account name
       field, enter a new name that describes the purpose of this WABA. Example: WABA Preview or WABA Production.
    4. From the
      Timezone
       prompt, select the timezone for your business.
    5. Click
      Next
      .
  12. Click
    Confirm
     to finish connecting the WABA to Workday Messaging.
    Your new WhatsApp Business Account ID displays in the
    WhatsApp Messaging Configuration
     section of the
    Maintain Workday Messaging
     report when the configuration process is complete.
  13. On the
    WhatsApp Messaging Configuration
     section of the
    Maintain Workday Messaging
     report, click the related actions menu in the
    Actions
     column of the grid, and select
    WhatsApp Sender
    Refresh WhatsApp Sender
     to view your sender status.
    The
    Status
     column must display
    Approved
     before continuing with the next steps.