Help and onboarding guidance
Start here for support topics and onboarding guidance.
Core topics
Getting Started
Set up workspace, connect WhatsApp channel, and launch first workflow.
Setup guides + onboarding
Team Inbox
Assign conversations, manage ownership, and collaborate across reps.
Routing + collaboration
Automation
Build qualification, reminder, and follow-up flows without losing context.
Workflow patterns
CRM & Contacts
Model contacts, records, and pipeline stages for org-scoped selling.
Records + pipelines
Analytics
Track response speed, conversion movement, and operator performance.
Reporting + dashboards
Account Settings
Manage members, billing, security, and workspace-level settings.
Admin controls
Popular topics
High-signal areas most teams ask about during setup and rollout.
Frequently asked questions
How do I get started with WhatsApp Business API?
Start from product signup, connect approved sending channel, then configure inbox routing, templates, and first workflow inside platform onboarding.
Can I use my existing business number?
Usually yes, as long as it fits Meta channel requirements and migration path. Team should verify current setup before cutover.
Where do I find setup docs for admins and operators?
Contact our team for setup guidance, workflow references, and admin configuration help.
What if I need hands-on onboarding help?
Use contact page for sales-assisted rollout, migration planning, or enterprise onboarding support.
Need a human walkthrough?
Talk to our team for onboarding, migration, and sales-assisted rollout.