Finding the dashboard
Sign in to Octopods.
Open the workspace you want to manage.
Go to Channels.
Press Add Channel and select WhatsApp from the channel picker.
You’ll land on a page titled WhatsApp Setup with a short subtitle describing the connection to your customer platform. If you’ve connected WhatsApp before, this same flow opens the existing setup page with all your WABAs and phone numbers, rather than starting over.
What the dashboard shows
The main card, WhatsApp Phone Numbers, lists every phone number Octopods has discovered across all your connected WABAs for this workspace. Each row displays:
Verification badge — Verified (green) if Meta has confirmed ownership of the number, or the current verification status (amber) if it’s still in progress.
Platform / registration badge — Unregistered (red) if the number hasn’t been registered on the Cloud API yet, the platform type (green) such as CLOUD_API if the number is registered and ready, or Different workspace (amber) if the number is already connected as a channel in another Octopods workspace.
Phone name — the display name approved by Meta for this number.
Phone number — the full display phone number in international format.
Actions — one or more context-aware buttons, depending on the number’s current state.
Actions you can take on a phone number
The buttons shown next to a phone number change based on its state:
Sync — refresh the number’s metadata from Meta (verification status, quality rating, messaging tier, display name changes). Use this after making a change on Meta’s side.
Register on Cloud API — registers a verified number on WhatsApp’s Cloud API so it can send and receive messages through Octopods.
Activate Channel — creates a channel in this workspace using the phone number. For HubSpot workspaces, you’ll first pick which HubSpot inbox to connect to.
View Channel — opens the channel detail page where you can manage welcome messages, signatures, and other per-channel settings.
Deactivate — removes the channel from this workspace. You’ll be asked to confirm before the action is applied.
Note: The exact set of buttons depends on the number’s verification status, registration status, and whether it’s already connected to a workspace.
Verification badge: code vs. business verification
The verification badge on each phone number row reflects code verification — Meta confirming ownership of the phone number itself. It is separate from business verification, which is Meta’s review of your company and is tracked at the WABA level. Octopods stores both, but the WhatsApp Setup page surfaces the per-number code verification only.
To check business verification status for a WABA, look in Meta Business Portfolio. The full set of business verification states — Not Verified, Pending, Pending — Need More Info, Pending Submission, Verified, Expired, Failed, Ineligible, Rejected, and Revoked — is documented in What is a WhatsApp Business Account (WABA)?, along with what each status means for messaging limits and feature access.
Adding more numbers
Below the phone number list, the Add Another Number card lets you run the Meta Business Login flow again to connect additional WABAs or phone numbers to this workspace. Use this whenever you’ve approved a new phone number in Meta Business Portfolio and want it available in Octopods.
Navigating to templates
Every WABA has its own library of approved message templates. Each phone number’s channel detail page has a Manage Templates button in the Channel Actions card that opens the Message Templates page, where you can view status, activate or deactivate templates, and create new ones.
What’s next