This guide walks you through the process of creating a Business Portfolio inside Meta Business Manager.
A Business Portfolio is essential and mandatory for using the official WhatsApp Business API and integrating your communication channels with Patagon AI.
Why Is the Business Portfolio Required?
Meta requires companies to have an active Business Portfolio to approve and maintain access to the official WhatsApp Business API.
Without it, you cannot connect WhatsApp to Patagon AI.
The portfolio:
Confirms that your company is legitimate
Ensures compliance with Meta’s commercial policies
Is a required step in the business verification process
Is where your phone number is officially linked to the WhatsApp Business API
Enables you to manage integrations and settings
Once your portfolio is configured, you unlock full access to the API and can integrate platforms like Patagon AI to use intelligent conversational agents.
Important
Configure before requesting API access:
Make sure your portfolio is fully set up before starting the WhatsApp Business API integration.
Use consistent information:
All data must match your official documents exactly (Business Registration, Legal Name, Tax ID, etc.).
Detailed Setup Instructions
1. Create Your Meta Business Manager Account
Access Meta Business Manager
Go to business.facebook.com and log in with your Facebook account, or create one using a personal email.
Fill in Initial Information
Enter:
Your company name
Your full name
Your business email
Then click Next.
Confirm Your Email
Check your inbox and verify the email sent by Meta.
2. Configure Company Information
Access Settings
In the Business Manager main menu, go to:
Business Settings (gear icon in the top-left corner)
Company Information
In the left sidebar, select:
Business Info
Complete All Official Company Details
Fill in the required fields:
Legal business name
Full business address
Business phone number
Company website (if available)
Business category / industry
Important: All information must match your official documentation exactly
(Articles of Incorporation, Tax Registration, Licenses, etc.)
Save Changes
Review the information and click Save Changes.
3. Create Your Business Portfolio
Locate the Portfolio Section
Inside Business Settings, navigate to:
Accounts → Portfolios
Create a New Portfolio
Click Add or Create Business Portfolio.
Name and Confirm
Choose a name (usually your company name) and confirm creation.
Verify Linking
Ensure the portfolio is correctly linked to your Business Manager account.
Our Tips
Keep Your Data Updated
If your address, legal name, or phone number changes, update them immediately.
Store Credentials Securely
Keep your Business Manager login credentials in a secure place — you will need access often.
Monitor Notifications
Pay attention to Meta alerts and emails regarding:
Upcoming verifications
Required updates
Policy warnings
Integration status
After creating your Business Portfolio, the next mandatory step is to complete Business Verification inside Meta Business Manager.