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Connect or buy your WhatsApp line: the 3 modes

Updated 2026-07-13

In two lines: go to Settings > Data Sources and use Add number. The Add WhatsApp number wizard opens, which asks how you use the number today and picks the mode for you. If you don't have a number, you can buy a dedicated one.

Which of the 3 modes is mine?

The Add WhatsApp number modal shows you three options. Choose the one that describes your case:

  • I handle it from the WhatsApp Business app on a phone → Coexistence. The number keeps working in the app and in MB Suite at the same time. You can bring over the contacts and the last 6 months of history, and the line activates on its own. It's the most common case.
  • This number already sends through the WhatsApp API (with another provider or on your own) → you authorize with your Meta account and choose which numbers to enable. Connecting it in MB Suite doesn't disconnect it from the other platform.
  • It's a brand-new number, never had WhatsApp → it's added to a WhatsApp Business account, verified by SMS or call, and left dedicated to the API (with no phone app).
Coexistence has Meta conditions: you have to open the app at least every 14 days or the sync stops, group chats don't sync, and it requires a recent version of the WhatsApp Business app. The wizard shows them to you before you confirm.

I don't have a number for WhatsApp: can I buy one?

Yes. You can buy a dedicated line from CRM > Phones with Buy number: you choose the country, activate it with prepaid balance, and it's ready for calls and, if you enable it, WhatsApp.

Some countries (Argentina, Mexico, Chile, Ecuador, Colombia, Uruguay, Brazil) require regulatory documentation before enabling a number. If that's your case, the module guides you through creating the request.

I already connected the number. Now what?

Adding it in Data Sources leaves the number connected, but to use it in the CRM one more step is missing:

  • Activate it in CRM > Settings > Lines: there each already-connected number appears and you enable it to chat from the CRM.
  • If you want incoming messages to create prospects on their own, set that line as a lead source. How each source connects to the CRM: From prospect to close: how your CRM works.
From CRM > WhatsApp, with Change line > Add another number, MB Suite takes you to CRM > Settings > Lines; if the number isn't connected yet, from there it routes you to Data Sources to add it with the 3 modes.

Next step: before writing to someone outside the 24-hour window, get your WhatsApp templates: create, categories, and Meta approval ready.

Still have questions?

Ask MIA, the MB Suite AI assistant: open it with the MB AI button (⌘J) in the top bar. MIA knows the section you're in, so you can ask it about what you see on screen — and it can also answer how-to questions about using MB Suite.