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How to Update the Connected Phone Number and Business Portfolio

Updated over a week ago

Summary

If you need to update your phone number or change the connected Business Portfolio in Wati, this guide will walk you through the process. Different scenarios require different steps, so read carefully before starting.

Instructions

Starting the Account Change Process

Before making any changes, ensure that you are logged into Wati using the correct URL format:

  • Visit: live.wati.io/##{{tenantId}}

  • Once logged in, navigate to the Channel Status page by clicking the profile icon at the top right.

  • Click on the Change Account/Number button to begin the process.

Changing Your Phone Number

If you only need to change your phone number, follow these steps:

  1. Add the new phone number under the same Business Portfolio and the same WhatsApp Business Account (WABA) as your previous number.

  2. If you are using a new WABA, you must resubmit all previously approved templates via Wati before they can be used again.

Changing Your Business Portfolio

To change your Business Portfolio without altering the phone number:

  1. Disable two-factor authentication (2FA) on the phone number.

  2. When connecting the same number to the new Business Portfolio, use the same Display Name as your current one.

Changing Both Business Portfolio and Phone Number

If you need to change both the Business Portfolio and the phone number, you can proceed with the account change process as there are no specific limitations for this scenario. By following these steps, you can successfully update your phone number or Business Portfolio in Wati with minimal disruption.

Frequently Asked Questions (FAQs)

General Questions

  1. Why would I need to change my phone number or Business Portfolio in Wati? You may need to change your phone number if you're switching business lines, or update your Business Portfolio due to company restructuring or account management reasons.

  2. Can I change my phone number and Business Portfolio at the same time? Yes, there are no limitations if you want to change both the Business Portfolio and phone number together.

Phone Number Change

  1. Do I need to use the same Business Portfolio and WABA when changing my phone number? Yes, the new phone number must be added under the same Business Portfolio and WABA as your previous one.

  2. What happens if I use a new WABA with my new phone number? You will need to resubmit all previously approved templates via Wati before they can be used again.

  3. How do I check which Business Portfolio and WABA my account is linked to? If you're unsure, contact Wati support team for assistance.

Business Portfolio Change

  1. What are the requirements for changing my Business Portfolio? Ensure that two-factor authentication (2FA) is disabled on the phone number and that you use the same Display Name when connecting to the new Business Portfolio.

  2. Can I use a different Display Name when switching Business Portfolios? No, you must use the same Display Name as the current one when switching Business Portfolios.

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