Enter your email address and choose a password (minimum 8 characters)
Check your inbox for a verification email and click the confirmation link
Sign in with your new credentials
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You must verify your email before you can sign in. Check your spam folder if you don’t see the verification email within a few minutes.
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Create a Workspace
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After signing in for the first time, the onboarding wizard guides you through workspace setup:
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Name your workspace — choose something descriptive (e.g., your company name or project)
Select your industry and primary use case — this helps recommend workflow templates
Invite team members (optional) — add agents or admins by email address
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Your workspace is your tenant environment where all workflows, contacts, conversations, and settings live.
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Connect WhatsApp
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Link your WhatsApp Business API number to start receiving messages:
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Navigate to Settings > Channels
Click Connect Channel and select WhatsApp
Follow the Meta Embedded Signup flow to authorize your WhatsApp Business Account
Select the phone number you want to connect
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For detailed setup instructions including webhook configuration and Meta Business account prerequisites, see the WhatsApp Setup Guide.
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Build Your First Workflow
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Open the visual workflow builder and create a simple AI-powered response flow:
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Go to Workflows in the sidebar and click Create Workflow
The builder opens with a Trigger: Inbound Message node already placed — this is your entry point
From the node palette on the left, drag an AI: Respond node onto the canvas
Connect the nodes by dragging from the trigger’s output handle to the AI node’s input handle
Configure the AI node in the right inspector panel:
Set a system prompt that defines your bot’s personality and knowledge (e.g., “You are a helpful customer support agent for Acme Corp. Answer questions about our products and pricing.”)
Choose a model (GPT-4.1-mini is the default — a good balance of quality and cost)
Set a max tokens limit to control response length and costs
Add a WhatsApp: Send Message node and connect it to the AI node’s output — this sends the AI-generated response back to the customer
Optionally, add a WhatsApp: Handoff node on a separate branch for cases where the AI cannot help
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Every published workflow must have at least one reachable WhatsApp: Handoff node. This ensures customers can always reach a human agent. The platform enforces this at publish time.
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Publish and Test
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Once your workflow is ready:
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Click the Publish button in the builder toolbar
The platform validates your workflow graph (checks for unreachable nodes, missing handoff paths, and configuration errors)
If validation passes, an immutable version is created and your workflow goes live
Test it by sending a WhatsApp message from your phone to the connected number
Watch the run appear in Runs — click it to see the step-by-step execution timeline
24-Hour Messaging Window: WhatsApp only allows free-form messages within 24 hours of a customer’s last message. If a customer hasn’t messaged in over 24 hours, you must use a pre-approved message template to re-engage them. The platform enforces this automatically at runtime.
