Cómo crear una cuenta de WhatsApp para empresas - Guía paso a paso

Creating a WhatsApp Business account is essential for any business looking to leverage the power of this platform. With it, you can quickly communicate with customers and deliver support, as well as advertise your products or services–all from one central hub!

Harness the power of automation and analytics with a WhatsApp Business account – offering you access to all its features. Unlock opportunities such as customer engagement tracking, integration with other systems, improved customer experience, and enhanced efficiency that will lead to better business outcomes.

Establishing a WhatsApp Business account provides invaluable benefits for your business, such as the ability to showcase essential information about yourself and your services. This way customers gain a better understanding of who you are and what you do, increasing trustworthiness and reliability in the eyes of potential customers.

Capitalizing on the WhatsApp Business account is an astute move for any business, as it provides access to a comprehensive set of features and capabilities that would otherwise be unavailable. Additionally, customers gain valuable insights into your operation while you enhance customer experience, become more efficient in operations, and grow closer to meeting your objectives. Ultimately, creating a WhatsApp Business Account will prove beneficial for all parties involved.

Precisely how many people are using WhatsApp remains classified by the company. Nonetheless, gathered from Statista’s data in January 2021, over 2 billion individuals worldwide were active users of WhatsApp. This number is likely to keep rising as more and more humans utilize the platform for communication, leisure activities, and business objectives alike.

Follow these quick and simple steps to get your very own WhatsApp business account set up in no time!

  1. Download the WhatsApp Business app to your device, whether it be an iOS or Android phone. You can quickly and easily find this in either the App Store or Google Play store now!
  2. To get started, open the app and confirm your phone number. You’ll do this by inputting your phone number followed by verifying a code sent to you via SMS.
  3. Construct your business profile, including filling out the essential data such as company title, area of expertise, and other info that will be visible to customers when they access WhatsApp.
  4. Personalize your account preferences. Here, you can customize the welcome message, away messages, and any other account-level configurations for a more tailored experience.
  5. Customize and structure your message templates to ensure the effectiveness of your messages sent to customers on WhatsApp. With this process, you can personalize the content that will be presented in those messages.
  6. Automate your customer service process with rules and conditions designed to quickly respond to any query or request received via WhatsApp.
  7. Acquire compulsory credentials. By doing this, you’ll have all of the essential API keys and other qualifications to get access to WhatsApp Business API’s whole suite of features and functions.
  8. Unite your company’s WhatsApp Business API with the CRM, e-commerce systems, and other business tools to deliver a seamless customer experience. If desired, you can easily make this integration possible.

All in all, establishing a WhatsApp Business account is an uncomplicated and direct process that can give businesses a powerful way of connecting with their customers on WhatsApp. Now we will delve deeper into each step for further information.

Install the WhatsApp Business app on your smartphone or tablet.

Unlocking the capabilities and features of WhatsApp Business API is made possible by creating a WhatsApp Business account. This initial step sets you on your way to utilizing this innovative platform!

To acquire WhatsApp Business, your smartphone or tablet must be compatible with the app. You can grab it from the App Store (for iOS devices) and Google Play Store (for Android gadgets). After downloading it, you will have to agree to their terms of service and provide permissions for installing this application. Following those steps is crucial in order to install WhatsApp Business successfully on your device!

After downloading the app, you can open it and validate your phone number. This entails entering your digits and receiving a unique verification code sent to you via SMS. This verification code confirms that you are indeed the owner of this telephone number as well as enabling its use for WhatsApp Business account purposes.

Verify your phone number.

Verifying your phone number is a crucial part of setting up a WhatsApp Business account, as it verifies that you are the owner of this specific phone number and allows its use for the account. To verify your contact information, open the app installed in Step 1 and enter your telephone number – you will shortly receive an SMS with a verification code.

To proceed with the verification process, you must possess a working phone number that can receive SMS messages. The confirmation code will be sent to this specified device and once it is received, you’ll have to insert it into your application for the successful completion of the validation procedure.

After validating the code, our app will check to make certain that it is accurate and that your phone number is legitimate. In case of a successful verification process, we shall link your contact details with the WhatsApp Business account and you can access all features as well as opportunities from WhatsApp Business API

Set up your business profile.

With your business profile, you can give customers pertinent information about your organization directly on WhatsApp. To initiate this process, just open the app and head to the settings section. Therein, you will find an option labeled “Set up Business Profile,” which when selected allows you to share important details such as:

  • Name: This name that you provide here will be the one seen by clients on WhatsApp. It needs to be a well-known and precise title for your business, enabling customers to readily recognize who they are speaking with. Ensure it is familiar and reflects what your company stands for.
  • Business Category: This section is where you define your business types, such as retail, food and beverage services, or health-related activities. It’s important to provide this information so potential customers can quickly understand the kind of company you are and what types of products/services you offer.
  • Business Description: Welcome to our business! We specialize in providing exceptional services and products that enable you to reach your goals. Our team is dedicated to delivering industry-leading results with the highest level of customer satisfaction at every stage. Let us show you what we can do for you today!
  • Business Website: Establishing a website for your business is the first step in establishing an online presence. It enables customers to quickly and conveniently learn more about what you have to offer, from products or services to promotions and discounts. Make it easy for them – ensure all of this information can be accessed with just one click!
  • Business email: Make it easier for customers to get in touch with you by providing an email address. Utilizing this, they can reach out through both WhatsApp and your business’s email account!

After filling out your business profile information, simply press save and you’re done! This will create a public-facing presence on WhatsApp that customers can view when they communicate with you there. Setting up this page gives customers the ability to know more about who they are dealing with at all times – an invaluable resource in today’s market.

Configure your account settings

To set up your WhatsApp Business account, you must configure the settings which will apply to the entire profile. To do this, open the app and head to ‘Settings’. Here, you can customize a variety of elements – from information about yourself or your business such as address and contact details all through to customizing how customers interact with you on WhatsApp.

  • Greeting message: Begin your customer’s journey with a warm welcome! Your greeting should be inviting and friendly, as well as provide pertinent information about your business. With this excellent first impression, you can set the tone for an enjoyable conversation on WhatsApp that will resonate with customers.
  • Currently Unavailable: When you are unable to answer customers’ messages on WhatsApp, this is the message that will be sent automatically. It should give them an estimate of when they can expect a response from you or provide alternative contact information if necessary. We strive for timely customer service and hope we have made it easy for your customers to get in touch with you!
  • Quick replies are a great way to save time while providing quality customer service on WhatsApp. They’re pre-defined messages you can use to quickly answer customer inquiries and requests with consistent responses, so your customers always get the same level of care no matter who is responding.
  • Use this shortened URL to direct your customers and prospects to your business profile on WhatsApp. You can easily distribute the link across different channels such as websites, emails, or any other means of communication – making it simpler for them to start a conversation with you right away!

After you have personalized your account settings, press the save button, and et voilà! Your new configurations will be active in WhatsApp; they are now part of your overall profile that customers can view when interacting with you through this app.

Create and configure your message templates

The importance of establishing a WhatsApp Business account is paramount, as it allows you to design and refine the messages sent out to your clients. To initiate this process, open up the app and head over to ‘Templates’. Here’s where message models can be created for several purposes such as

  • It’s time to let your creative juices flow and craft a personalized message like no other! Just enter the content you want, decide what type of communication it is (like confirmation, update, or reminder), and select which language works best for you – that is easy. With this incredibly versatile tool kit at your fingertips, creating an individualized message is as simple as 1-2-3.
  • Re-work your current message template to make it more personal and personalized. By just making simple changes like the wording, language, or type of message, you can easily tailor this template to fit all of your specific requirements!
  • Need to make room for a new message template? Get rid of the old one and enjoy instant tidiness with the deletion process. Out with that clunky, outdated template and in with something fresh – the organization has never been so easy

After you finish crafting and customizing your message templates, just save them to make them ready for WhatsApp. You can easily send these messages out manually or through automated rules – communication with customers has never been more effortless! These capabilities now make linking up with customers a piece of cake.

Set up automation rules

WhatsApp Business is the perfect way to stay on top of customer inquiries, concerns and requests. Automation can be set up quickly and conveniently from within the app’s Automation section. You’ll have access to a range of rules which will ensure your business interacts with customers in an efficient manner – enabling you to respond promptly every time! Here’s how it works:

  • Maximize your efficiency through automation: Customize rules to suit your desired actions based on predetermined triggers, conditions, and responses. For example, establish automated replies when certain keywords are identified or messages have been marked as read at exact times and places.
  • Create an extraordinary customer journey by personalizing your current automation rule! By editing triggers, conditions and actions, you can make sure that each individual experience is tailored to the needs of your customers. Make every interaction count – try it now
  • Get rid of outdated automation regulations: If you don’t need a current rule or want to switch it up for something else, deleting the existing version is straightforward. This way, your efficient workflow will remain unblemished and on top of the most recent technology

When you are done setting up the automation rules, don’t forget to save your changes! Your new active and automated WhatsApp system will be ready to go; when a customer sends a message that corresponds with an established trigger or condition, it’ll immediately perform the specified action.

Obtain the necessary credentials.

To maximize the advantages of using WhatsApp Business, you must obtain the proper credentials first. It’s easy to do – simply enter your settings in the app and look for an option that allows you to get what is required. What follows are a few simple steps:

  • Unlock the power of WhatsApp Business API with a key! Applying for an API key is simple. All you need to do is submit your company application, including details such as your business name, website address and email. Then sit back and relax while we review it – soon you’ll have access to all our amazing features tailored specifically for businesses like yours!
  • Optimize your API key: Once you obtain the API key, you will be required to arrange it in order to maximize its potential. This involves defining which features and functions you wish to utilize as well as how exactly they should be employed. By customizing these settings according to your account’s specifications, this allows for a more tailored experience that best suits your needs
  • Activating the API is simple and straightforward. All you need to do is configure your associated key and connect with it using efficient tools like API de WhatsApp Business client libraries or a REST API. By doing this, you can easily integrate other systems into yours, send messages quickly and automatically interact with customers at any given time without hassle.

After you’ve acquired the essential credentials, you will be able to take advantage of all WhatsApp Business API’s capabilities. This means that with the help of this powerful tool, you can easily send and receive messages, automate customer service interactions and integrate it with other software components as highlighted in points 8 & 9.

Integrate with other systems and tools.

This step is not required in setting up a WhatsApp Business account, yet it can be incredibly advantageous for organizations looking to make the most of this platform.

If you want to connect with other systems and tools, then the API de WhatsApp Business is your best option. It’s easy to gain access – simply follow Point 7 in our outline and obtain the necessary credentials. With this powerful tool, you’ll be able to combine different channels like CRMs, e-commerce sites, as well as marketing applications by utilizing the right tools and technologies.

Unleash the potential of your business with the WhatsApp Business API by integrating it into other powerful systems and tools, such as:

  • Seamlessly connect your CRM system to WhatsApp for an effortless and personalized experience. With this integration, access crucial customer information such as profiles, interactions, and orders from the comfort of your own messaging platform – allowing you to easily craft messages tailored specifically to each person.
  • Seamlessly integrate your e-commerce platform for superior efficiency: By connecting to your existing e-commerce platforms, you will be able to quickly access and leverage product data such as images, descriptions, and prices in order to craft attractive offers and catalogs that can be sent directly via WhatsApp.
  • Take advantage of your marketing tools! Connecting to them grants you access to any and all campaigns, events or newsletters from your selected marketing toolset. What’s more? You can use these resources as a means to trigger messages and commands across WhatsApp – so start optimizing the potential of each platform today!

Establishing a WhatsApp Business account allows companies to utilize the platform for communication, customer service, and marketing. Moreover, with its rich array of features including automation tools as well as analytics and integration capabilities, businesses can leverage such resources to maximize their customers’ satisfaction while achieving their objectives.


Henry es un escritor de contenidos altamente cualificado y experimentado, apasionado por ayudar a las pequeñas empresas a alcanzar el éxito. Es miembro del equipo de Whatsapp Business Blog, donde utiliza su experiencia para investigar y escribir artículos sobre diversos temas relacionados con el uso de WhatsApp para los negocios. La comercialización de WhatsApp puede ser una tarea difícil para cualquier pequeña empresa, pero Henry siempre está dispuesto a ayudar a los lectores con sus increíbles habilidades de escritura y conocimientos empresariales. Es un excelente comunicador al que le encanta interactuar con la gente, lo que le convierte en un miembro clave del equipo de WhatsApp Business Blog. Si busca orientación sobre cómo hacer que WhatsApp funcione para su pequeña empresa, Henry es sin duda la persona a la que debe acudir.