Before you start
- A WhatsApp number you control on a phone with WhatsApp installed
- A working email address you can access right now
- A few minutes free of WhatsApp activity on the device
Steps
1
Create your account
Sign up and verify your email. See Create your account.
2
Create your organization
Pick a name your team will recognize. See Create an organization.
3
Connect WhatsApp
Pair your number using the QR code flow. See Connect WhatsApp.
4
Invite your team
Send invites and assign roles. See Invite a user.
5
Send your first reply
Open Chats and reply to an inbound message.
Next steps
- Set up tags and statuses to organize chats
- Build a few templates and quick replies
- Configure kanban columns to match your workflow