Getting Started with WhatsApp CRM
Welcome to the future of conversational commerce. This guide will walk you through the initial setup process to get your business up and running on WhatsApp.
Overview
WhatsApp CRM is designed to help businesses manage their WhatsApp communications efficiently. By combining AI-powered agents, catalog synchronization, and complex workflow automation, we enable you to scale your sales without increasing your headcount.
Initial Requirements
Before you begin, ensure you have the following:
- A verified WhatsApp Business Account (WABA).
- Access to your Meta Business Suite.
- A list of products or a catalog you wish to sync.
Step 1: Account Creation
Sign up for a WhatsApp CRM account via our website. Once your email is verified, you'll be prompted to enter your business details, including your GST number (if applicable) and primary contact information.
Step 2: Connecting Meta API
Navigate to the 'Settings' section in your dashboard. Follow the integration wizard to link your Meta Business Account. This will allow us to send and receive messages on your behalf via the official WhatsApp Business API.
Step 3: Training Honey
Honey is your AI agent. You can upload your business documentation (PDFs, text docs) to her knowledge base. Honey will learn about your products, policies, and pricing to handle customer queries automatically.
Common Questions
Does this work with personal WhatsApp?
No, our platform requires a WhatsApp Business API account for full functionality and compliance.
How long does setup take?
Most businesses are fully operational within 15-30 minutes if they already have their WABA verified.