---
title: Set Up Your Meta App as a Tech Provider
slug: engati-bsp/set-up-your-meta-app-as-a-tech-provider
docTags: 
createdAt: 2026-09-08T14:47:02.295Z
---

# <font color="#BE185D">Introduction</font>

Use this guide to set up your organization as a **Meta Tech Provider with Engati as your BSP**.

It covers the complete setup required to create and configure your Meta App, connect the Partner Solution, complete Business Verification and App Review, and configure Embedded Signup for customer onboarding.

### <font color="#BE185D">What this guide covers</font>

- Create or use a Meta Business Account&#x20;
- Create and configure a Meta App&#x20;
- Set up the Partner Solution with Engati&#x20;
- Complete Meta Business Verification&#x20;
- Request required permissions and complete App Review&#x20;
- Configure Embedded Signup&#x20;
- Complete the setup required to onboard customers&#x20;

### <font color="#BE185D">Before you start</font>

Make sure you have:

- Meta Business Account access&#x20;
- Meta Developer Account access&#x20;
- Business verification/Admin details&#x20;
- Privacy Policy URL&#x20;
- Terms of Service URL&#x20;
- Engati Partner App ID&#x20;

Then continue with:&#x20;

## <font color="#BE185D">**Step 1\: Create a Meta Business Account**</font>

Create or use an existing Meta Business Account. (If you already have a Meta Business Account verified, you can skip this step and continue with creating the Meta App)
Make sure all required business details are correctly added, such as:

- Business name
- Address
- Website
- Email
- Phone number

Your business account should be in good standing with Meta. Incorrect or incomplete details may cause rejection during business verification.

::Image[]{src="https://api.archbee.com/api/optimize/FEqjvWZnyymr_PEhXLLlG/cUPG7G4dj5cqGfhae81F9_upload.png" size="80" width="1426" height="762" isUploading="false" darkWidth="1426" darkHeight="762" showCaption="true" caption="Business Portfolio Page"}

## <font color="#BE185D"> </font>

    Go to Meta Developers -> My Apps  <font color="#2166AE"><u>https\://developers.facebook.com/apps/</u></font>

     (If you already have an existing Meta App for this setup, you can skip creating a new    app and continue with the next configuration steps)

###  <font color="#2166AE">**Step 2.1 \: Click -&gt; Create App.**</font>

::Image[]{src="https://api.archbee.com/api/optimize/FEqjvWZnyymr_PEhXLLlG/kpVHZNu0pce6xN_Snu2u2_upload.png" size="70" width="2048" height="474" isUploading="false" darkWidth="2048" darkHeight="474" showCaption="false"}

::Image[]{src="https://api.archbee.com/api/optimize/FEqjvWZnyymr_PEhXLLlG/k9FMmENOlAygN4TZiN1_Y_upload.png" size="70" width="1326" height="1248" isUploading="false" darkWidth="1326" darkHeight="1248" showCaption="false"}

###

::Image[]{src="https://api.archbee.com/api/optimize/FEqjvWZnyymr_PEhXLLlG/GYJ9QrHRW5-5csXkvcBDu_upload.png" size="70" width="1944" height="928" isUploading="false" darkWidth="1944" darkHeight="928" showCaption="false"}

###

**Connect with customers through WhatsApp**

::Image[]{src="https://api.archbee.com/api/optimize/FEqjvWZnyymr_PEhXLLlG/YcVU4rtVTRfCkmRqO7uxM_upload.png" size="70" width="1910" height="1568" isUploading="false" darkWidth="1910" darkHeight="1568" showCaption="false"}

If Meta shows the option, select: “**Working with a solution partner**”

::Image[]{src="https://api.archbee.com/api/optimize/FEqjvWZnyymr_PEhXLLlG/Hs8aeIg-a3CteEHAxVoWY_upload.png" size="80" width="1632" height="1120" isUploading="false" darkWidth="1632" darkHeight="1120" showCaption="false"}

### <font color="#2166AE">**Step 2.4\: Select the correct Business Portfolio, or create a new one if required.**</font>

::Image[]{src="https://api.archbee.com/api/optimize/FEqjvWZnyymr_PEhXLLlG/mzSLGY6S6XXGV5xj5b7m5_upload.png" size="80" width="1490" height="600" isUploading="false" darkWidth="1490" darkHeight="600" showCaption="false"}

Review the app publishing requirements and click Go to Dashboard.

::Image[]{src="https://api.archbee.com/api/optimize/FEqjvWZnyymr_PEhXLLlG/ojE30nZeGDTwE9GVFWXPc_upload.png" size="70" width="1390" height="1116" isUploading="false" darkWidth="1390" darkHeight="1116" showCaption="false"}

**Your Meta app is now created.**

::Image[]{src="https://api.archbee.com/api/optimize/FEqjvWZnyymr_PEhXLLlG/czKGfrG7v3iFN4ViR39Uz_upload.png" size="70" width="1480" height="770" isUploading="false" darkWidth="1480" darkHeight="770" showCaption="false"}

## <font color="#BE185D">**Step 3\: Create Partner Solution**</font>

In the Meta App Dashboard, go to:

**Use cases -> Customize -> Partner Solutions**

::Image[]{src="https://api.archbee.com/api/optimize/FEqjvWZnyymr_PEhXLLlG/MVGdu9skAd2TLtLcvnAzy_upload.png" size="80" width="2048" height="540" isUploading="false" darkWidth="2048" darkHeight="540" showCaption="false"}

**Click Continue.**

::Image[]{src="https://api.archbee.com/api/optimize/FEqjvWZnyymr_PEhXLLlG/vp0ov1pU4u4VPLuNkFKjS_upload.png" size="70" width="1028" height="678" isUploading="false" darkWidth="1028" darkHeight="678" showCaption="false"}

Ensure you agree to Meta’s Tech Provider Terms of Service by clicking the Start Onboarding button

::Image[]{src="https://api.archbee.com/api/optimize/FEqjvWZnyymr_PEhXLLlG/kXgnxhFlWh0MO-qDXBW3B_upload.png" size="70" width="2048" height="1137" isUploading="false" darkWidth="2048" darkHeight="1137" showCaption="false"}

**Click Create a partner solution.**

::Image[]{src="https://api.archbee.com/api/optimize/FEqjvWZnyymr_PEhXLLlG/UMJIXR0DKA_tXl922XkxW_image.png" size="80" isUploading="false" width="1806" height="1044" darkWidth="1806" darkHeight="1044" showCaption="false"}

Enter the solution name in this format:

\<PartnerName> <font color="#B91C1C">**Engati**</font>

<font color="#2166AE">**Example**</font>**:**

**Test Tech Engati&#x20;**(Do not use special characters in the solution name)

Enter the Engati Partner App ID: **\<Engati Partner App ID>&#x20;**(This App ID will be shared by the respective Engati POC)

Select the required permission ownership as advised by Engati and submit the request.

**Important**: If the wrong permission ownership is selected, it may not be editable later. In that case, a new Solution ID may be required.

::Image[]{src="https://api.archbee.com/api/optimize/FEqjvWZnyymr_PEhXLLlG/YOJmcM18IOrdcqyvuWTmV_upload.png" size="70" width="1088" height="858" isUploading="false" darkWidth="1088" darkHeight="858" showCaption="false"}

After submitting the Partner Solution request, notify the respective Engati POC. Engati will review and approve the request from our end. Once approved, the solution status will be visible as  <font color="#0F766E">**Active**</font>**&#x20;&#x20;**&#x69;n the Partner Solutions page.

::Image[]{src="https://api.archbee.com/api/optimize/FEqjvWZnyymr_PEhXLLlG/PrjL7htj3BjKDxZuuDyi5_upload.png" size="70" width="1196" height="678" isUploading="false" darkWidth="1196" darkHeight="678" showCaption="false"}

## <font color="#BE185D">**Step 4\: Complete Business Verification**</font>

Complete Business Verification if it is not already completed.

Meta may ask you to:

- Verify business details
- Confirm your connection to the business
- Upload accepted documents

Business verification must be completed before App Review can be finished.

::Image[]{src="https://api.archbee.com/api/optimize/FEqjvWZnyymr_PEhXLLlG/YoUKQ3uUCj2-SeiqWE32__upload.png" size="70" width="2046" height="999" isUploading="false" darkWidth="2046" darkHeight="999" showCaption="false"}

## <font color="#BE185D">**Step 5\: Complete App Review**</font>

::Image[]{src="https://api.archbee.com/api/optimize/FEqjvWZnyymr_PEhXLLlG/a5h_4puoe6pQ6s744iHfR_upload.png" size="70" width="1726" height="988" isUploading="false" darkWidth="1726" darkHeight="988" showCaption="false"}

### <font color="#2166AE">**5.1 Review App Settings**</font>

Go to App Settings and add:

- Privacy Policy URL
- Terms of Service URL
- App icon
- App category: Messaging

::Image[]{src="https://api.archbee.com/api/optimize/FEqjvWZnyymr_PEhXLLlG/aTaKcpLJ09nOC7F0aHh1X_upload.png" size="70" width="1332" height="684" isUploading="false" darkWidth="1332" darkHeight="684" showCaption="false"}

### <font color="#2166AE">**5.2 Add Required Permissions**</font>

Add the required permissions for App Review:

- public\_profile
- whatsapp\_business\_messaging
- whatsapp\_business\_management
- business\_management if required
- whatsapp\_business\_manage\_events only if used

::Image[]{src="https://api.archbee.com/api/optimize/FEqjvWZnyymr_PEhXLLlG/Kn_t3vjainW22PyJj1nd9_image.png" size="70" isUploading="false" width="1598" height="900" darkWidth="1598" darkHeight="900" showCaption="false"}

Use **Graph API Explorer** to complete the required API test call for the permission.

<font color="#2166AE">**Steps**</font>**:**

1. Open **Graph API Explorer**: <font color="#2166AE"> <u>https\://developers.facebook.com/tools/explorer/</u></font>
2. Select the correct **Meta App**.
3. Select **User Token** and click **Add a Permission**.
4. Add the required permission, for example:  business\_management
5. Click **Generate Access Token**.
6. Run a simple test API call, such as: GET /me?fields=id,name
7. If the response returns the user ID and name successfully, the API test call is completed.
8. Go back to **App Review → Allowed Usage** and check if the API call count is updated.

**Note:** Meta may take some time to reflect the completed API test call in the App Review screen.

::Image[]{src="https://api.archbee.com/api/optimize/FEqjvWZnyymr_PEhXLLlG/xA1wspsUE-GmeDVySQy5I_upload.png" size="70" width="2046" height="1181" isUploading="false" darkWidth="2046" darkHeight="1181" showCaption="false"}

### <font color="#2166AE">**5.4 Fill Allowed Usage**</font>

For each requested permission, explain why the app needs that permission.

Example:

- whatsapp\_business\_messaging is required to send WhatsApp messages on behalf of onboarded customer businesses.
- whatsapp\_business\_management is required to manage WhatsApp business assets such as WABA, phone number, and message templates.
- business\_management is required to support business asset access and onboarding through Embedded Signup.

Upload the required screen recording for each permission and agree to the allowed usage.

<font color="#2166AE">**5.4.1 App Review Description + Videos Submission**</font>

1. **`whatsapp_business_messaging`**
   &#x20;**Description:** Required to send WhatsApp messages for onboarded customer businesses.
   &#x20;**Video:** Show a WhatsApp message sent from the app/API and received on WhatsApp.
2. **`whatsapp_business_management`**
   &#x20;**Description:** Required to manage WhatsApp business assets like WABA, phone numbers, and message templates.
   &#x20;**Video:** Show template creation/management and template refresh/sync for the onboarded number.
3. **`business_management`**
   &#x20;**Description:** Required to access business assets and support Embedded Signup/customer onboarding.
   &#x20;**Video:** Show Embedded Signup flow with business portfolio, WABA selection, and phone number connection.

::Image[]{src="https://api.archbee.com/api/optimize/FEqjvWZnyymr_PEhXLLlG/L7Xuw04PA6KlB21xj4Qx9_image.png" size="80" isUploading="false" width="1846" height="1032" darkWidth="1846" darkHeight="1032" showCaption="false"}

::Image[]{src="https://api.archbee.com/api/optimize/FEqjvWZnyymr_PEhXLLlG/xl8lbj_92oHJxYM33kN8Q_image.png" size="80" isUploading="false" width="1900" height="1044" darkWidth="1900" darkHeight="1044" showCaption="false"}

### <font color="#BE185D">**5.5 Complete Data Handling**</font>

Complete the Data Handling section based on your company’s actual data handling, privacy, and security practices. Do not select random options. If you are unsure about any question, confirm with your internal legal/security team before proceeding.

::Image[]{src="https://api.archbee.com/api/optimize/FEqjvWZnyymr_PEhXLLlG/JVoMEulNVGVoqKqtahlUR_upload.png" size="80" width="1824" height="1352" isUploading="false" darkWidth="1824" darkHeight="1352" showCaption="false"}

###

- Add clear instructions for Meta reviewers.
- Mention how the reviewer can check:
- Add the app URL and test login details for Meta review.
- **App URL:&#x20;**&#xA0;\<Portal URL>
- **Login credentials:**
  &#x20;Email: \<test\_email>
  &#x20;Password: \<test\_password>

**Reviewer steps:**

1. Open the portal URL.
2. Login using the test credentials.
3. Check **Embedded Signup** for onboarding/business asset access.
4. Check **Templates** for template creation/management.
5. Check **Messages/Conversations** for WhatsApp message sending.

**Submit for your App review.**

::Image[]{src="https://api.archbee.com/api/optimize/FEqjvWZnyymr_PEhXLLlG/Atj76UYsQSs6caTk3ZNVw_upload.png" size="80" width="1050" height="674" isUploading="false" darkWidth="1050" darkHeight="674" showCaption="false"}

After submission, the status will show <font color="#B91C1C">*Review in progress*</font>. Meta may take up to 20 days to manually review and update the verification status.

::Image[]{src="https://api.archbee.com/api/optimize/FEqjvWZnyymr_PEhXLLlG/z1x3lgK88yEpdWPx2WN4s_upload.png" size="70" width="1194" height="682" isUploading="false" darkWidth="1194" darkHeight="682" showCaption="false"}

## <font color="#BE185D">**Step 6 \: Wait for all approvals till your panel looks completed**</font>

::Image[]{src="https://api.archbee.com/api/optimize/FEqjvWZnyymr_PEhXLLlG/Qqb4m7Dy_jBXO9aS2TLaH_upload.png" size="70" width="1538" height="1304" isUploading="false" darkWidth="1538" darkHeight="1304" showCaption="false"}

## <font color="#BE185D">**Step 7\: Branding for Embedded Signup**</font>

Once the **App Review is approved** and the **Partner Solution is accepted and shown as Active**, the Embedded Signup page can be configured based on the partner’s preferred branding.

Please confirm which option you want to proceed with: <font color="#2166AE">**Option 1\: Partner Branding — Recommended**</font>****
Use your **partner logo/branding** on the Meta Embedded Signup page during customer onboarding.

Please share:

- Solution ID
- App ID
- App Secret
- Config ID

<font color="#2166AE">**Option 2\: Engati Branding**</font>****
&#x20;Use <font color="#0C121D">**Engati branding**</font> on the Meta Embedded Signup page during customer onboarding.

Please share:

- Solution ID

Once the required details are shared, Engati will configure the Embedded Signup setup and notify you. After the setup is completed, you will be ready to operate as a Meta Tech Provider partner with Engati.



If you face any issues or queries please reach out to us at [support@engati.ai](mailto\:support@engati.ai).