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App or API: start with your operating needs
A small team may begin with the WhatsApp Business app. An API-based setup becomes relevant when several agents need a shared workflow, campaigns require structure or customer messages must connect to another business system. Discuss the actual job rather than migrating simply for a feature list.
Plan the number before setup
Tell us whether you use a personal number, a WhatsApp Business app number or an existing API account. Number eligibility, migration and coexistence options depend on the account and available setup path. Do not disconnect your current service before the intended route is confirmed.
Prepare the business and messaging workflow
Identify the account administrator, the business information available for setup, the audience permission process and the first message templates. Agree who answers replies and how exceptions are escalated. Account and template approvals can affect the launch schedule.
Understand two layers of cost
Your platform subscription covers the agreed software access and inclusions. WhatsApp/Meta messaging charges are separate and depend on applicable message categories and recipient markets. Your quote should also explain any onboarding, additional-user or integration costs.
A growing retail or D2C team
A campaign attracts product questions and order enquiries. Separate buying advice from existing-order support, while keeping the conversation visible to the right team.
Bring your preferred customer language and current business tools. Your India quotation will state the billing currency and implementation scope.