Team Engine WhatsApp Messaging: Setup & Overview

Why did we build this feature?

While many Team Engine customers use email and text to reach their workforce, some employees may never check these channels, missing out on important updates. Without an email address or reliable phone for texts, vital information can be overlooked, leading to misunderstandings and feelings of being undervalued.

Businesses using the H-2B visa program often rely on WhatsApp to communicate with workers before they arrive in the U.S. Previously, this had to be done outside Team Engine using personal phones. Some of our customers, especially those with Latino employees, even carried separate phones for work and personal WhatsApp messages.

Our WhatsApp messaging tool solves these challenges, offering more ways to engage your workforce. You can now expect the same features you already depend on—scheduled and recurring messages, group announcements, automations, and more—through WhatsApp.

📌 What This Integration Can Do

Meta Login
- You will need a Meta account to connect WhatsApp to Team Engine. Ideally, your meta account will have access to your company's Meta Business Portfolio, though if you do not have this account we can create one for you.
WhatsApp Number Storage
- Employee profiles in the directory now have a field to store WhatsApp numbers, and all international numbers are supported.
Employee 1:1 Messaging
- The feature initiates conversations using a templated message. Recipients must reply to this template to receive the message generated by the user.
Employee Announcements
- The feature initiates conversations using a templated message. Recipients must reply to this template to receive the message generated by the user.
Employee Automations
- This feature registers all customer automations as templates with Meta. Then, when an automation comes due, the message is sent out to recipients. WhatsApp recipients will receive automation content instantly since the automation has been registered as a template.

⚠️ Limitations & Requirements

WhatsApp will work for only ONE org in a multi-org account.
Legacy customers (those without a twilio subaccount) must agree to change their phone numbers in order to be set up to use WhatsApp.
Once your account is set up, logging into WhatsApp locks you into your current phone numbers.
We only offer employee messaging through WhatsApp.

How to Set Up WhatsApp Messaging in Team Engine

Follow the steps below to connect WhatsApp to your Team Engine account. The setup only takes a few minutes, but it’s important to complete every step through the final “Finish” screen for the integration to work properly.

Step 1: Start the WhatsApp Setup

Log into Team Engine
Navigate to Settings
Select Messaging
Locate Enable WhatsApp Messaging

Click “Login with Facebook”

This will launch Meta’s embedded signup flow. Continue clicking Next or Continue as prompted.

Step 2: Confirm Your Texting Phone Number & Log In

You’ll be prompted to:

Confirm your current texting phone number

Log into your Facebook Business Manager account

Important:

To complete this step, you must have Admin-level access in Meta. This includes:

Business Admin
System Admin

If you do not have Admin access, the setup cannot be completed. In that case, a Business Admin will need to either complete the setup or grant you Admin permissions.

Step 3: Fill In Your Business Information (4th Screen)

On the “Fill in your business information” screen:

If your business appears in the dropdown:

Select your business portfolio
The remaining fields should auto-populate
Review the information, then continue

If your business does not appear in the dropdown:

You’ll need to create a business portfolio by entering:

Business name
Business email
Business website

Once completed, continue to the next screen.

Step 4: Create or Select Your WhatsApp Business Account (5th Screen)

On the “Create or select your WhatsApp Business Account” screen:

• Select “Create a WhatsApp Business Account”

• Use the suggested options if they appear, or manually enter:

Business name

Time zone (make sure this matches your location)

Step 5: Complete the Signup Flow

From here, continue clicking through the remaining screens.

⚠️Important:

You must complete all steps and click the “Finish” button on the final screen. If the flow is not fully completed, WhatsApp will not connect successfully.