Scope of Work
Grayscale’s High Volume Hiring Platform is designed to help recruiters streamline and automate a high-touch candidate experience at scale. Grayscale’s conversational recruiting platform makes it easy to text with candidates from within your ATS, while automating repetitive tasks in the hiring process. This document outlines the scope of work for integrating WhatsApp with our solution within your ATS.
Implementation Steps
Prerequisites
To ensure a smooth onboarding process, please review the following prerequisites and prepare the necessary information before beginning your WhatsApp activation:
This process requires a Grayscale Admin user with Admin access to your organization’s Facebook/Meta Business Manager.
Facebook Business Manager Account
You must have a verified Facebook Business Manager account.
You must have full control of the business portfolio. Full control is the highest permission level for a business portfolio, allowing you to manage all settings including verification.
See Meta Business Verification for more information.
WhatsApp Business Display Name
Choose the name you want customers to see when messaging with your business. The display name should align with your brand and must comply with WhatsApp policies.
See Meta's article on Display name guidelines for the WhatsApp Business Platform for more information.
Business Information
Legal business name
Business address
Website URL
Business email address
Industry category
Compliance and Opt-In
Ensure your use case and messaging workflow adhere to WhatsApp’s Business Policy and opt-in requirements. Customers must consent to receive WhatsApp messages from your business.
Once you have these prerequisites ready, you can begin the onboarding process with Grayscale. If you need additional guidance or clarification on any point, please let us know—we’re here to help!
STEP 1 – Determine Meta Business Portfolio Verification Status
Overview
The overall experience with WhatsApp for Business is highly dependent on the business verification status of your Meta Business Portfolio. WhatsApp requires all companies to submit Business Verification in their Meta Business Suite. Many businesses have already verified their business. If so, you can skip this step.
Example of a Verified Business Portfolio:
Business Verification can be challenging and requires supporting documentation. This only has to be done once for each Meta Business account, but it is the longest part of the process. Average processing times by Facebook are 3-7 business days, but in some regions this can take up to 4 weeks.
See How to verify your business in Meta Business Suite for Meta's help article.
Prequisites
You must have full control of the business portfolio. Full control is the highest permission level for a business portfolio, allowing you to manage all settings including verification."
Verifying your business in Meta Business Suite is different from Meta Verified for businesses and won’t give you a verified badge.
Verification Steps
Go to Security Center in Meta Business Suite → Click Start verification.
If you cannot access this, then you may not have full control of the business portfolio.
If you see Ineligible for verification, then you don’t need to complete verification in Security Center. However, depending on the product or feature you want to access that requires you to verify your business, you may be emailed or notified from a platform other than Security Center to complete the verification process. In this case, refer to that email or notification for instructions.
Provide your business details, including the legal business name, address, phone number and website.
Check that the details you enter exactly match the details of your legal business entity.
Make sure your business website loads and is HTTPS compliant (this means your website uses a secure connection and the URL starts with https://).
Confirm your business details.
If no matching record is found, then you can select My business isn’t listed or None of these match. In this case, you may be asked to upload official documents, such as a business license or articles of incorporation, to confirm the details you entered.
Choose a method to confirm your connection – email, phone, text message, WhatsApp message or domain verification.
To confirm via WhatsApp, you must provide your personal WhatsApp phone number.
To confirm via domain verification (which confirms you own your business's website by adding a meta tag or DNS record), follow the domain verification steps in the Meta Business Help Center.
Learn how to edit your business details such as business phone number.
Confirm your connection, then click Done. You'll see a confirmation that your verification submission has been received.
A decision on your verification submission may take up to 14 business days. You’ll receive a notification when the review is complete. If you receive confirmation that your business is verified, then no further action is needed. Learn what to do if your application was rejected.
Note: If you edit your business details, then you need to complete the verification process again.
✅ If your Meta Business Portfolio is verified, proceed to Step 2 – WhatsApp Integration Steps.
🛑 If your Meta Business Portfolio is unverified, you must first complete the verification process and possess confirmation of verification before moving on to Step 2 – WhatsApp Integration Steps.
STEP 2 – WhatsApp Integration Steps
Log into Grayscale and paste the following link into the URL bar: https://app.gograyscale.com/settings/admin/whatsapp-integration
Click Login With Facebook
Login to your personal Facebook account. If already logged in, click Continue as [name]
To Connect your account to __, click Get Started
Select the Verified Business Portfolio to connect → click Next
Click into the Choose a WhatsApp Business Account dropdown → select Create a WhatsApp Business Account
The WhatsApp Business Account name must match the Business Portfolio name
Review Grayscale’s access request and click Continue
You’ll then see the Verifying your information screen
Once you come to the You’re now ready to chat with people on WhatsApp screen, click Finish
Next up, WhatsApp Profile Branding!
STEP 3 – Complete WhatsApp Profile Branding Form
This information will be shown to WhatsApp users when they are interacting with your business. Grayscale recommends adding this information because it has shown to increase message recipients' trust of your senders and increase engagement.
Available Profile Fields
Business Display Name
The Business Name as listed in the Meta/Facebook Business Manager will be used
It can be edited following the WhatsApp registration process
Profile Photo
JPG or PNG format
640x640 pixels or larger
Square ratio
Business address (Optional)
Typically the company HQ location would be added here
Business website (Optional)
This can be the company’s main website or career page
Additional business website (Optional)
Business email (Optional)
We recommend adding a general recruiting email address
Business description (Optional)
Limit to 512 characters
Profile about
Limit to 139 characters
By default, when you create your WhatsApp Sender, your account will be a Business Account.
About Meta Business Verification
Overview
The overall experience with WhatsApp for Business is highly dependent on the business verification status of your Meta Business Portfolio.
Usage Considerations
Phone number limits
Unverified Meta Business Manager – You can register a maximum of 2 phone numbers per Meta Business Manager across all WABAs
Verified Meta Business Manager – The limit increases to 20 phone numbers (and can be raised further with special approval)
Messaging Limits
Unverified Meta Business Manager – You are limited to:
250 business-initiated conversations with unique candidates in a rolling 24-hour period
To increase this limit, you must:
Complete Meta’s Business Verification
Have your WhatsApp Sender’s Display Name approved by Meta
Maintain a good quality rating
Verified Meta Business Manager – You can send 1,000+ business-initiated conversations with automatic scaling according to the following criteria:
You are sending high-quality messages across all of your business phone numbers and templates
In the last 7 days, your business has utilized at least half of your current messaging limit
WhatsApp Business Account limits
Unverified Meta Business Manager – The main restriction is on phone numbers (see consideration #1)
Verified Meta Business Manager – Can have up to 20 WhatsApp Business Accounts across their Meta Business Manager
Summary
Account Status | Phone Number Limit | Messaging Limit (24h) |
Unverified | 2 | 250 |
Verified | 20 (or more) | 1,000+ (scales up) |
Profile Branding Considerations
Unverified Meta Business Manager
For companies that have yet to complete Business Verification, the WhatsApp Sender's Display Name will be appear as follows:
From the Chats list – the phone number assigned as the WhatsApp sender (left-hand image)
In the 1-1 chat view – the phone number is in bold while "Grayscale Labs" is only displayed in small text below the phone number (middle image)
From the contacts view/Business Info – the phone number is in bold while "Grayscale Labs" is only displayed in small text below the phone number (right-hand image)
Verified Meta Business Manager
Once the Meta Business Verification has been completed and the Meta Business Manager is verified, the chat list and chat thread will then show the WhatsApp Sender's Display Name ("Grayscale Labs" in the example below).
This is typically what all Grayscale WhatsApp accounts look like
The phone number is only shown when the user taps the Display Name on the top to open the Business Info screen shown below (right-hand image)
Movin' & groovin' 😎
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