🚀Getting Started & Channels
⏱️ 7 min read📊 Essential

How to Connect WhatsApp to the Dashboard (QR Code, Pairing Code & WABA)

Comprehensive guide to create and pair WhatsApp instances using on-screen QR Code, 8-digit Pairing Code without camera, shareable QR link and official Meta Cloud API (WABA), with health monitoring and number warmup.

⚡Mandatory Prerequisites & Initial Checklist

  • ✓Administrator access or channel management permissions in Dashboard V2.
  • ✓Smartphone with active WhatsApp, internet connectivity and battery above 20%.
  • ✓Available instance quota under your subscribed plan (verify in Billing).
  • ✓Dedicated phone number for business support or campaigns (avoid personal numbers).

📋Step-by-Step Instructions in Dashboard

01

Navigate to WhatsApp Channel Management

👉 Where to Click:Left Sidebar > Channels > WhatsApp Channels

On the channels screen, view all current instances, their operational status (Connected, Disconnected, Initializing) and your quota usage. Click the top orange '+ New Instance' button to open the setup modal.

Field Dictionary & Parameters:
Nome da InstânciaNome interno para identificação da equipe (ex: Atendimento Matriz, Vendas SDR 01, Lançamento Junho).
Provedor de ConexãoEscolha entre 'Green API' (conexão instantânea via QR Code/Pairing Code) ou 'Meta WABA Cloud API' (API oficial corporativa com templates aprovados).
Time ResponsávelVincule a instância a um departamento específico (ex: Comercial, Suporte N1) para isolamento de conversas.
02

Select the Appropriate Pairing Method

👉 Where to Click:Connection Wizard > Pairing Method Selection

Dashboard V2 provides 3 pairing options: 1) Real-time QR Code on screen; 2) 8-digit Pairing Code to type on mobile if camera is broken or remote; 3) Secure Shareable Link ('Share QR') to send to remote branch managers without granting admin credentials.

03

Execute Pairing on WhatsApp Mobile

👉 Where to Click:Mobile > WhatsApp > Settings > Linked Devices

Tap 'Link a Device'. If using QR Code, point the phone camera at the screen. If using Pairing Code, tap 'Link with phone number instead', enter the 8-digit code displayed on dashboard and wait for confirmation.

04

Health Check and Quality Status

👉 Where to Click:WhatsApp Channels > Connected Instance Card

Once connected, the card displays a green 'Connected' badge, profile picture and E.164 phone number. On official WABA instances, WabaHealthIndicator shows account quality: Green (Good quality/Full limits), Yellow (Warning/Spam flags) or Red (Blocked/Restricted tier).

🚨Critical Safety Rules & Ban Protection

  • 🛡️Warmup Protocol: For fresh SIM cards, never blast mass broadcasts on day one. Follow warmup: Days 1-3 (up to 50 msgs/day inbound/conversational); Days 4-7 (up to 200 msgs); Day 8+ (scale gradually).
  • 🛡️Continuous Connectivity: Keep the phone connected to a stable Wi-Fi network and plugged into power to prevent OS battery savers from killing background sessions.
  • 🛡️Quality Degradation: If WABA health switches to Yellow, pause outbound marketing campaigns immediately for 72 hours and handle inbound chats only to recover reputation.

❓Frequently Asked Questions & Troubleshooting

P:What if the QR Code expires before scanning?

WhatsApp QR codes expire every 20 seconds for security. Click the circular Refresh icon in the center of the code to generate a new pairing token.

P:Can I connect the same number to two instances?

No. WhatsApp allows only one active web session per phone. Connecting on a second instance automatically terminates the previous one.

P:What happens if mobile internet disconnects?

Incoming messages queue on WhatsApp servers. As soon as the phone reconnects, our sync engine pulls all messages without data loss.

MailerWeb Knowledge Base • Atualizado em 2026 • Documentação Oficial do Usuário