# WhatsApp profile and sender settings

Source: https://pozy.ai/help/messaging/whatsapp-profile-and-settings

## Do it in the dashboard

1. Open **WhatsApp**, then **Senders**.
2. Click the number, or open its menu and choose **Settings**.
3. Pick a tab at the top. The first four change how the number looks to customers:
   - **Profile:** upload a square photo with **Upload photo**. Then fill in **About**, **Description**, **Address**, **Email**, **Category** and up to two websites. Choose **Save profile**.
   - **Display name:** the name shown on your messages. Type a **New display name** and choose **Submit for review**.
   - **Username:** a public @username, so people can find you without your number. Pick one, or tap a suggestion, then choose **Claim**.
   - **Number:** its status, quality rating and daily limit, live from Meta.

## The other tabs

| Tab | What it does |
|---|---|
| **Automation** | Turn on the welcome event, so a [workflow](https://pozy.ai/help/automations/workflows) can greet people who open a chat for the first time. Add **Ice breakers** (up to 3 questions people can tap in an empty chat, 80 characters each) and **Commands** (shown when they type / in the chat). Choose **Save automation** |
| **Commerce** | **Shopping in the chat**: **Show the catalog** adds a store icon to the chat, **Enable the cart** lets people send you an order. Link one Meta product catalog by its id |
| **Conversions** | For click-to-WhatsApp ads. Choose **Create dataset**, then send events like a lead or a purchase back to Meta, so it can match them to the ad that started the chat |
| **Block list** | Block or unblock numbers, or check one. Blocked numbers cannot message or call you |
| **Events** | Meta's notices about the number: quality changes, limit upgrades, template reviews and restrictions |
| **Spend** | What Meta charges for your messages over the last 7, 30 or 90 days, by category |

## Fix or move a number

On the **Number** tab:

- **Messages fail with a permission error?** Run **Register number** again. If the number has a two-step verification PIN, type it first. Pozy uses it for this step only.
- **Meta asks your own number to verify again?** Under **Re-verify with Meta**, choose **Send code**. The code goes to that phone. Type it, choose **Verify**, then run **Register number**.
- **Move a Pozy number to another profile:** pick the profile under **Move to another profile** and choose **Move**. WhatsApp, calls and SMS on that number move together.

## Or ask your AI

> Change the About line on my WhatsApp business profile to "Fresh roasts, shipped the same day" and add our website. Then tell me if my new display name is still in review with Meta.

## Good to know

- **Meta reviews every display name.** It usually takes 1 to 3 days. Your current name stays live until then. Use your business name as customers know it, with no extra words or emoji.
- **Usernames** use 3 to 35 lowercase letters, numbers, dots or underscores. A reserved username goes live once Meta turns usernames on for your account. If you release it, anyone can claim it.
- **The photo** is a JPG or PNG under 5 MB. If the number also runs in the WhatsApp Business app, change the photo in the app.
- **Blocking** only works on numbers that wrote to you in the last 24 hours.
- **Conversion events** need your business to be verified by Meta. Use a test code from Meta Events Manager to try them without touching your ads.
- **Spend** shows Meta's fees in US dollars. Meta bills them to your WhatsApp Business Account. Replies inside the 24-hour window are free.
- The free sandbox number has none of these settings. You need a number of your own. See [Set up WhatsApp](https://pozy.ai/help/messaging/whatsapp-setup).

**Related:** [Templates and the 24-hour window](https://pozy.ai/help/messaging/whatsapp-templates) · [Product catalogs and the ad library](https://pozy.ai/help/ads/catalogs-and-ad-library) · [Buy a number](https://pozy.ai/help/messaging/buy-a-number)