Create a workspace
Sign up, verify email, and create your company tenant — billing and entitlements apply per plan.
Resource
Connect WhatsApp Business, verify webhooks, and invite agents before your first template send.
Overview
This CRM separates public product pages from the signed-in workspace. Getting started means creating a company workspace, completing Meta embedded signup or coexistence for your Business number, confirming HTTPS webhook delivery, and keeping background workers running for campaigns and automations.
Steps
Order may vary by Meta review status and hosting environment.
Sign up, verify email, and create your company tenant — billing and entitlements apply per plan.
Run embedded signup or coexistence from Settings → WhatsApp. Fix readiness blockers shown in-product before expecting live traffic.
Meta must reach your HTTPS app URL. Queue workers process delayed automations and campaign jobs in production.
Sync or upload opted-in contacts, then pull approved templates from your WABA before broadcasting.
Add teammates to the shared inbox with roles that match how they will operate campaigns and chat.
Checklist
These items are easy to skip but block real customer traffic:
FAQ
Yes. Public pages describe capabilities. Live inbox, campaigns, and automations require a connected Business number and signed-in workspace.
No. Sandbox or demo modes may limit external delivery. Production traffic requires Meta-verified WABA configuration on your deployment.
Create a workspace when you are ready to connect WhatsApp and run these workflows in the live CRM.