Start here
Getting started
Set up your business workspace, WhatsApp connection, first pipeline, and first chatbot flow.
Workspace checklist
Add your business profile and catalog, connect Meta WhatsApp, sync approved templates, create your first pipeline, then publish one default flow.
Use a real internal phone number to test each step before inviting your team or sending broadcasts.
What is a workspace?
A SaaS workspace represents one client business. Its contacts, messages, flows, templates, sources, agents, API secret, and payment configuration must stay isolated from other client workspaces.