Next steps
Connect WhatsApp, invite your team, and send your first reply from the Inbox.
Get your workspace ready for customer conversations. Connect a WhatsApp account, invite the people who will use it, and try replying in the Inbox.
Before you start
Select your workspace and take the dashboard tour. WhatsApp access and account capacity depend on your plan.
Connect WhatsApp
Who can do this: the owner or members whose role includes viewing and creating channel connections.
Choose how to connect
Open Channels. Select Connect a new number (1). If you are connecting a phone number used in the WhatsApp Business app, select Connect your WhatsApp Business app number (2) instead.
Complete the connection
Complete the Meta setup that opens. For a WhatsApp Business app phone number, keep the app open while connecting. When the connection succeeds, Watification opens the WhatsApp account page.
If WhatsApp is unavailable or your workspace has reached its account limit, check plan usage and ask your owner to review the workspace's plan.
Invite your team
Who can do this: the workspace owner.
Open Settings > Members, then select Invite member. Enter the teammate's Email and select Send invitation. Copy the token shown once and share it directly with them. Watification does not send an invitation email.
After they join, use Manage roles to assign the access they need. Follow members and roles and permissions for the full steps.
Send your first message
Who can do this: the owner or members whose role includes viewing conversations and sending messages.
Receive a message
Have someone message your connected phone number on WhatsApp. Open Inbox and choose the conversation when it appears.
Write your reply
Enter your reply in Message. Use Shift+Enter for a new line.
Send it
Select Send, or press Enter. Follow any confirmation shown before sending.
A WhatsApp reply window lasts 24 hours after the customer's message. If the reply window is closed, use an approved message template instead of a typed reply. The Inbox shows when sending is unavailable.
Keep going
Explore the Inbox for conversation assignment and labels. In Channels, explore message templates, phone numbers, and ways to get customers. Campaigns and Sales are other dashboard areas you can use when your role allows them.
For connections to your own software, share the developer quickstart with your developer.