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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.

  1. 1
    🧾

    Create your account

    ⏱ 2 minutes

    Sign up with your business email, confirm it and sign in. Your free trial starts straight away — no card needed.

    • Confirm your email
    • Turn on two-step verification
    Read the guide
  2. 2
    🔗

    Connect your WhatsApp number

    ⏱ 15 minutes

    Link your WhatsApp Business number through the official Meta Cloud API, then add the webhook so messages reach Wappx.

    • WhatsApp Business Account ID
    • Permanent access token
    • App secret
    • Webhook verified
    Read the guide
  3. 3
    👥

    Invite your team

    ⏱ 5 minutes

    Invite colleagues with the right roles and group them into teams such as Sales and Support.

    • Invite members
    • Create teams
    Read the guide
  4. 4
    📇

    Import your contacts

    ⏱ 10 minutes

    Upload your customer list as a CSV, add tags and record who agreed to receive WhatsApp messages.

    • CSV with phone numbers
    • Tags
    • Consent recorded
    Read the guide
  5. 5
    📋

    Create your first templates

    ⏱ 10 minutes

    Submit a welcome message, an order or booking update and your first offer for Meta approval.

    • Utility template
    • Marketing template
    Read the guide
  6. 6
    ✨

    Switch on the AI assistant

    ⏱ 10 minutes

    Add your prices, timings and policies, test with “Try it”, then choose Suggest or Auto-reply.

    • Business information
    • Test questions
    • Choose a mode
    Read the guide
  7. 7
    🚀

    Go live

    ⏱ Day 1

    Add a WhatsApp button to your website and social profiles, send your first campaign to opted-in customers and answer from the shared inbox.

    • Website & Instagram links
    • First campaign
    • Daily inbox routine
    Read the guide