Onboarding guide
Live on WhatsApp in one afternoon
Follow these seven steps to set up Wappx for your business. Each step links to a detailed guide, and our team is one WhatsApp message away if you get stuck.
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1
🧾 Create your account
⏱ 2 minutesSign up with your business email, confirm it and sign in. Your free trial starts straight away — no card needed.
Read the guide -
2
🔗 Connect your WhatsApp number
⏱ 15 minutesLink your WhatsApp Business number through the official Meta Cloud API, then add the webhook so messages reach Wappx.
Read the guide -
3
👥 Invite your team
⏱ 5 minutesInvite colleagues with the right roles and group them into teams such as Sales and Support.
Read the guide -
4
📇 Import your contacts
⏱ 10 minutesUpload your customer list as a CSV, add tags and record who agreed to receive WhatsApp messages.
Read the guide -
5
📋 Create your first templates
⏱ 10 minutesSubmit a welcome message, an order or booking update and your first offer for Meta approval.
Read the guide -
6
✨ Switch on the AI assistant
⏱ 10 minutesAdd your prices, timings and policies, test with “Try it”, then choose Suggest or Auto-reply.
Read the guide -
7
🚀 Go live
⏱ Day 1Add a WhatsApp button to your website and social profiles, send your first campaign to opted-in customers and answer from the shared inbox.
Read the guide
Still need help?