01
Create your company workspace
Register, set your company name, country and time zone. Add contacts, tags and notes. Start with information your team actually uses.
A business workspace, a shared foundation.
HOW IT WORKS
From the first hello
to a process that makes sense.
Start with a conversation you handle every day and build your first flow around it.
02
Give your assistant a voice
Choose a template, then set objective, language, tone and company information. Specify limits and when a person should take over.
Clear instructions before any conversation.
03
Prepare your first workflow
Choose the trigger, any wait and the message. Add an assistant if needed, check the steps in the preview and switch the flow on.
A simple path to review before activation.
04
Connect channels and activate the service
Connect the number you already use or pick a new one, verify the WhatsApp account and choose a plan. Try the first conversations, then roll it out to the whole team.
Your customers get an answer on every channel.
WHAT YOU NEED TO START
Bring what makes your business unique.
Your customers’ most common questions.
Accurate service, opening hours and process information.
An example of your tone of voice.
The first process you want to simplify.
No new number or credit card is needed to prepare your workspace.
YOUR NEXT STEP
The best relationships
start with a hello.
Prepare your business workspace and the way you want to speak to customers.