All Collections > Channels > WhatsApp Migration Setup

WhatsApp Migration Setup

Relaio Docs Team-Feb 26, 2026-4 min read

Connect WhatsApp with coexistence mode for gradual transition.

WhatsApp Coexistence Overview

WhatsApp Coexistence is a simple guide for setting up this part of Relaio.

Use this page to understand what the feature does, what you need before starting, and how to check that it works.

The steps below are written for regular users and admins, not for setup teams.

What You Need

Existing WhatsApp number.
practical plan for phased migration.
Team roles for ownership and fallback.
Turn off two-step verification on the target phone number to prevent registration conflicts.
business settings administrative access to authorize the BSP connection permissions.

Setup Steps

Open Workspace Settings > Channels > WhatsApp in your Relaio workspace.
Turn on the feature and complete the required settings.
Save your changes and use the test option if one is available.
Make sure the setup matches the way your team wants to use it.

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Check It Works

Coexistence mode enabled correctly.
Message sync and routing verified.
No duplicate response from parallel tools.
Confirm 'whatsapp.isConnected' is true in the Relaio channel status dashboard.
Verify that inbound messages successfully appear in the Relaio Inbox for AI response.

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Common Issues

Check that your access is correct.
Confirm the feature is turned on.
Review the saved settings again.
Run the test once more with fresh data.

Frequently Asked Questions

Where do I set this up? Start from Workspace Settings > Channels > WhatsApp.
Can I come back and edit it later? Yes.
How do I know it is ready? Complete the setup and run a test.
Who should own it? Assign one person to keep it updated.