Co-existence Migration Flow
The migration has 4 key stages, taking approximately 1-2 weeks total. Most time is for Meta review; businesses only need to attend the kickoff meeting. | Stage | Duration | Owner |…
Migration Flow Overview
The migration has 4 key stages, taking approximately 1-2 weeks total. Most time is for Meta review; businesses only need to attend the kickoff meeting.
| Stage | Duration | Owner |
|---|---|---|
| 1. Confirm Conditions | 1-2 days | Client |
| 2. Business Verification | 3-5 days (skip if done) | Meta/Client |
| 3. Migration Meeting | 15-30 min | Joint |
| 4. Go Live | Instant | ChatDaddy |
Step 1: Confirm Application Conditions (1-2 Days)
Confirm Items
| Item | Requirement | Owner |
|---|---|---|
| WhatsApp Business active | 7 days with real conversations, no bans | Customer |
| Supported region | HK / MY / SG / ID / TW | Customer |
| Latest WhatsApp version | Updated from App Store/Play Store | Customer |
| Phone availability | Need to scan QR code during migration | Customer |
Checklist
- WhatsApp Business active 7+ days
- No bans in past 7 days
- Number from supported region
- WhatsApp updated to latest version
- Phone will be available during migration
Step 2: Complete Business Verification (3-5 Days)
If business verification is already done, skip this step.
Verification Flow
- Log in to Facebook Business Manager
- Go to "Settings" > "Security Center"
- Click "Start Verification"
- Upload business license
- Upload address proof
- Wait for Meta review (3-5 days)
- Receive "Verified" notification
Documents Needed
- Business license
- Address proof (within 3 months)
Step 3: Migration Meeting (15-30 Minutes)
Timeline
| Time | Action | Who |
|---|---|---|
| 0-5 min | Confirm all conditions met | ChatDaddy |
| 5-10 min | Log in to Facebook Business Manager | Customer |
| 10-15 min | Authorize connection to ChatDaddy | Customer |
| 15-20 min | Scan QR code to verify number | Customer |
| 20-30 min | Send test message to confirm | Both |
Step 4: Test & Confirm (30 Minutes)
Test Items
| Test | Expected Result |
|---|---|
| Send test message | Customer receives it |
| Receive customer reply | Shows in ChatDaddy dashboard |
| Mobile app sync | Mobile app also receives messages |
| Automation test | Auto-reply works correctly |
Checklist
- Test message sent successfully
- Customer confirmed receipt
- Reply shows in dashboard
- Mobile app sync normal
- Auto-reply works
- Tags and categories work
Timeline Estimates
| Scenario | Timeline |
|---|---|
| Fastest (verification done) | 1-2 days |
| Normal | 5-7 days |
| Needs nurturing (new number) | 10-12 days |
Pre-Migration Checklist
- Meta Business Manager admin access
- Credit card with payment capability (for Meta conversation fees)
- Confirmed WhatsApp phone number for migration
- Stable network connection for migration meeting
FAQ
Q: Will migration affect existing conversations? No. All chat history is preserved, customers won't notice any changes.
Q: Can I still use the mobile app after migration? Yes! This is Co-existence's core value. The mobile app works as normal.
Q: What if migration fails? Migration is reversible. If issues arise, we can revert to the original state.
Q: Do I need to notify customers? No. From customers' perspective, everything continues as normal.