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Create your Meta business portfolio

4 min readAt MetaUpdated

On this page
  1. Before you start
  2. Create it while you connect — the easiest way
  3. Or create it first, at Meta
  4. Good to know

In short

A business portfolio is your business’s home at Meta. It holds your Facebook Pages, Instagram accounts, WhatsApp accounts, the people who manage them and how you pay Meta. WhatsApp can’t connect without one — and you can create it in two minutes.

Before you start

  • A personal Facebook profile. Meta requires one; your customers never see it.
  • The name customers know you by, and your business’s legal name.
  • A business email — ideally on your website’s domain, like you@yourbusiness.com. It makes verification easier later.

Create it while you connect — the easiest way

  1. Start from MirageCHAT

    Go to Channels, press WhatsApp and choose your way. Meta’s window opens.

  2. At “Business portfolio”, create a new one

    Choose Create a business portfolio instead of an existing one.

  3. Fill in three things

    The business portfolio name (as customers know you), your name, and your business email. Continue.

  4. Confirm the email

    Meta sends a message to that email. Open it and confirm — you can finish connecting WhatsApp first.

Meta’s window opened over MirageCHAT’s Channels page from the WhatsApp button: under Business portfolio, Create a business portfolio is chosen instead of Harbor Point Media, with Seaside Villa, Anna Clarke and anna@example.com filled in and Continue highlighted.
The portfolio is created inside Meta’s window. Meta’s screens may look slightly different. Illustration with sample names.

Or create it first, at Meta

  1. Open Meta Business

    Go to business.facebook.com and log in with your Facebook profile.

  2. Create the portfolio

    Choose Create an account — Meta may call it Create a business portfolio. Enter the portfolio name, your first and last name and your business email, then press Submit.

  3. Confirm the email

    Open Meta’s message and confirm.

  4. Add your Page and Instagram (optional)

    In Settings › Accounts, add your Facebook Page and your Instagram account, so everything sits in one place.

Meta sometimes renames a button or swaps two screens in its own window. If a name here differs, the step itself stays the same.

Good to know

  • One portfolio per business. Several businesses? Each can have its own — MirageCHAT brings them into one inbox.
  • Use the business’s own portfolio, not your agency’s. WhatsApp can refuse a number held in an agency’s portfolio.
  • You need full control. Check it in Settings › People. If someone else is the admin, ask them to give you full control.

Ready?

Opens MirageCHAT in this tab. Sign in first if you’re not already.

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