
WhatsApp Account Info Report Sample: What It Contains and How to Request It

Step-by-step guide to create a WhatsApp Business account in 2026. Covers profile setup, key features, latest WhatsApp business updates, and how to start reaching customers from day one.

Kavya Shah
Content Marketing Manager
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Overview: Creating a WhatsApp Business account takes under 10 minutes. Download the WhatsApp Business app, register your phone number, verify it with a six-digit SMS code, and complete your business profile: name, category, description, address, hours, and website. The account is free. 2026 has brought significant changes to WhatsApp Business, including a globally available AI agent for inbound conversations, expanded in-chat Flows, interactive media carousels, and a username model that removes the phone number requirement for new contacts.
WhatsApp Business is a free app built specifically for businesses that communicate with customers over WhatsApp. It gives you a verified business profile, automated messages, a product catalog, and contact labels. More than 200 million businesses were using it as of 2026. Once your account is set up, reaching your full contact list through broadcast campaigns requires a WhatsApp bulk message sender free tool that goes beyond the native 256-contact broadcast limit. This guide covers how to create your WhatsApp Business account, how to set up your profile correctly, what the key features do, what is new in 2026, and what to do the moment your account is live.
Also Read: WhatsApp Web Login: How to Log In from Any Browser in 2026
WhatsApp Business is a separate app from personal WhatsApp. It can run on the same phone as the personal app using a different number, or replace it entirely on the same number. The Business app gives you tools that the personal app does not: a business profile customers can browse, a product catalog, automated messages, and contact labelling.
It is not just a badge. The structural differences matter for how customers interact with you.
Feature | Personal WhatsApp | WhatsApp Business App |
Business profile | No | Yes (name, category, hours, address, website, email) |
Product catalog | No | Yes (up to 500 items) |
Automated messages | No | Yes (greeting, away, quick replies) |
Labels for contacts | No | Yes (New Customer, Pending, etc.) |
Business hours display | No | Yes |
Broadcast list limit | 256 contacts | 256 contacts |
WhatsApp Web access | Yes | Yes |
Verified green badge | No | Only via WhatsApp Business API |
Multiple agents | No | No (single device only, API needed for teams) |
Cost | Free | Free |
If you run any business that communicates with customers on WhatsApp, the Business app is always the better starting point. It is free, takes 10 minutes to set up, and gives you tools the personal app does not have.Also Read: WhatsApp Account Info Report Sample: What It Contains and How to Request It
Before creating your WhatsApp Business account, confirm the following.
Note: If you use your existing personal WhatsApp number, your chat history and media carry over. You cannot use the same number on personal WhatsApp and WhatsApp Business simultaneously on the same device.
The process is the same on Android and iPhone. The navigation labels differ slightly.
In short: Eight steps on Android, seven on iPhone. The business name and category are the only two required fields at creation. Everything else is added in the profile setup that follows.
Important: Choose your business name carefully. WhatsApp allows name changes but the process involves submitting a support request and is not instant. Use your registered business name or the name customers recognise you by.Also Read: WhatsApp Message for Event Invitation: 17 Templates and How to Send in Bulk
The business profile is the first thing a customer sees when they tap your name in a chat or search for your number. A complete profile builds credibility before you send a single message.
Go to the three dots (Android) or Settings (iPhone), then Business tools, then Business profile.
Use your logo or a professional photo of your business. Square format, clear on both light and dark backgrounds. This appears next to every message you send. A missing or low-quality photo reduces trust immediately.
Up to 256 characters. State what your business does, who it serves, and what makes it worth contacting. Not a tagline. A functional description. Example: Independent travel agent in Ahmedabad. Group tours to Europe, Southeast Asia, and domestic packages. Custom itineraries available. Contact for quotes.
Choose the category that most accurately matches your primary service. Categories affect how WhatsApp classifies your account and how it may appear in business searches as that feature rolls out.
Add your physical address if customers visit you. Set your business hours accurately. WhatsApp uses these hours to determine when to trigger away messages automatically. A customer who messages outside your hours sees the away message you have configured.
Add both if you have them. The website link appears as a tappable element in your profile. Email is visible to anyone who views your profile. These fields give customers additional ways to reach or research your business before deciding to message you.
Best practice: Fill in every field in your business profile before sending your first message. A complete profile is a credibility signal. Customers who search your number or receive a message from an incomplete profile have no way to verify you are a legitimate business.
Also Read: 10 WhatsApp Marketing Examples That Actually Work (2026)
Automatically sent to a customer who messages you for the first time, or after 14 days of inactivity. Go to Business tools, then Greeting message. Keep it short: acknowledge receipt and state when you will respond. Do not use it as a sales pitch.
Sent automatically when a customer messages outside your business hours. Set the hours trigger, write the message, and let it run. A well-written away message tells the customer when to expect a reply, reducing the chance they move to a competitor.
Saved message templates you access with a shortcut. Create a quick reply for your most common responses: pricing, availability, location, delivery timelines. Type the shortcut in chat and the full message appears. Saves significant time in high-volume conversations.
Colour-coded tags you apply to conversations: New Customer, New Order, Pending Payment, Resolved. Labels make it easier to find and prioritise conversations in a busy inbox. Create custom labels for your specific workflow.
A product and service showcase embedded in your profile. Up to 500 items, each with a name, price, description, and up to 10 images. Share individual items or the full catalog link in any conversation. Customers browse without leaving WhatsApp.
Sends the same message to up to 256 contacts as individual private messages. Each recipient receives it as a direct message, not a group message. Requires recipients to have your number saved. For lists larger than 256 or where not all contacts have your number saved, a browser-based bulk sender handles this without the native limitations. For the full breakdown of bulk sending options, see our guide on how to send bulk WhatsApp messages.
For how businesses across different industries use these features in practice, see our WhatsApp marketing examples covering flash sales, appointment reminders, lead nurture sequences, and more.
For managing groups and communities effectively as your customer base grows, see our guide on WhatsApp communities vs groups for business.
2026 brought the most significant set of WhatsApp business updates since multi-device support. The changes affect both the free app and the Business API. Understanding them helps you set up your account with current features in mind rather than outdated assumptions.
Update | What Changed | Who It Affects |
Meta Business Agent (June 2026) | AI agent handles inbound customer conversations automatically, learns from your catalog, past chats, and website | All WhatsApp Business app users globally |
WhatsApp Flows expanded | Customers can book appointments, select seats, and complete structured actions inside chat without leaving WhatsApp | Businesses using the WhatsApp Business API |
Interactive Media Carousels (February 2026) | Horizontally scrollable product cards via API, no catalog required, works for any content type | API platform users running promotional campaigns |
Portfolio Pacing (rolling out 2026) | API campaigns sent in controlled batches, Meta monitors engagement and pauses delivery if spam signals detected | High-volume API senders |
Quality score threshold tightened | Block rate above 0.5% now triggers throttling (was 1%). Businesses warned via API before restrictions hit. | All API senders, affects account standing |
Username model (mid-2026 rollout) | Users can hide phone numbers and connect via username. Businesses receive a BSUID instead of a phone number for new contacts. | All accounts; most visible for inbound contacts |
App and API on same number (Q1 2026) | Businesses can run the WhatsApp Business App and Cloud API on the same phone number simultaneously | Businesses transitioning from app to API |
Group Message History for new members | New group members can see message history from before they joined, configurable by admins | Businesses using groups for customer communities |
The most significant update for businesses on the free app is the Meta Business Agent, which launched globally on June 3, 2026. It handles inbound customer conversations automatically using knowledge from your catalog, past chats, and website. For a complete breakdown of what it does, what it costs, and its limitations for Indian businesses, see our guide on Meta Business Agent on WhatsApp.
In short: The 2026 WhatsApp business update is primarily about automation, quality, and identity. Inbound conversations can now be handled automatically. Outbound quality requirements are stricter. Phone numbers are becoming less central as usernames roll out
Once your account is created and your profile is complete, three actions make the biggest immediate difference.
Configure your greeting message, away message, and at least five quick replies before your first customer interaction. These three together handle the majority of initial contacts without manual effort. For scheduling messages to go out at specific times beyond the native away message, see our guide on how to schedule messages on WhatsApp.
If you sell products or services, add them to your catalog before you share your number with customers. A customer who visits your profile and sees a complete catalog converts at a higher rate than one who has to ask for a price list. Start with your 10 most commonly requested items and expand from there.
Your account is live, but your contacts do not know about it yet. The native broadcast list handles up to 256 saved contacts. Roklo connects through your WhatsApp Business session via QR code and sends your announcement to your full contact list as individual personalised messages, with no saved-contact requirement on the recipient's end. Import your contacts via Excel, create a template, and your first campaign goes out in minutes.
Also Read: WhatsApp Catalog: How to Set Up, Manage, and Promote It
A number used exclusively for business communication builds a cleaner account history. WhatsApp's spam detection monitors account behaviour over time. An account that handles only opted-in business conversations has a stronger quality record than one that mixes personal and business use.
Away messages trigger based on the hours you set. If your hours are wrong, customers receive away messages during working hours or no away message when you are unavailable. Review and update hours every time your schedule changes.
The 2026 update tightened WhatsApp's quality score thresholds. A block rate above 0.5% now triggers account throttling. Sending to contacts who do not know you is the fastest way to accumulate blocks and spam reports. Your contact list should contain only people who have interacted with your business. For the full guide to safe sending practices, see our blog on how to send bulk WhatsApp messages without getting banned.
Go to Settings > Account > Two-step verification. Set a six-digit PIN. This prevents anyone from re-registering your business number on a different device even if they have access to your SIM. For a new business account, enable this before you share your number with anyone.
Go to Settings > Linked Devices and review which browsers and devices are connected to your account. Remove any you do not recognise. With the username rollout in mid-2026 changing how contacts connect with your number, keeping your linked device list clean becomes more important for account security.
Creating a WhatsApp Business account is the work of one session under 10 minutes. The setup covers registration, phone verification, business profile completion, automated messages, and catalog. From that point, your account is functional.
2026 has added significant capability to the WhatsApp Business ecosystem: an AI agent for inbound conversations, expanded in-chat Flows, stricter quality monitoring, and a username model changing how contacts interact with business numbers. Setting up your account now positions you to use these features as they become available.
Once your account is live and your profile is complete, the next step is reaching your existing contact list. Roklo connects through your WhatsApp Business session and sends bulk campaigns as a free bulk message sender with no API approval, no saved-contact requirement, and no per-message charges. Open your browser, scan the QR code, import your contacts, and your first campaign is live in minutes.

Content Marketing Manager
Kavya Shah writes about AI, WhatsApp Business, marketing automation, CRM integrations, and customer communication. At Roklo.ai, she focuses on publishing actionable guides, product tutorials, and industry insights that help businesses streamline marketing and sales workflows.





