
1. Connect Your WhatsApp Account
Begin by verifying your business and connecting your WhatsApp number to enable automated messaging.
Verify Your Meta Business
Make sure your business account is eligible to use the WhatsApp Business API.
Go to Meta VerificationConnect Your WhatsApp Number
Link your phone number and complete setup in WhatsApp Business Manager.
Connect NumberAdd Billing & Templates
Enable outbound messaging by adding payment and submitting your message templates for approval.
Set Up Billing

2. Configure Your AI Agent
We’ll build your custom AI using your website, documents, tone of voice, and automation goals.
Import Website Content
Automatically extract your service and business content to inform your agent.
Scan My SiteUpload Business Documents
Provide brochures, terms, or internal docs to enhance the agent's knowledge.
Upload DocsWrite AI Instructions
Define what your AI should know, say, and do—like a digital employee handbook.
Define Role

3. Test Conversations
Before going live, test your AI agent's behaviour through WhatsApp or your website chat.
Test on WhatsApp
Send real messages and check how your agent responds in real-time.
Open WhatsApp TestTest on Website Chat
Use the widget to preview responses and logic flows from a visitor’s point of view.
Preview Chat WidgetReset Conversations
Easily clear past chats to retest fresh flows during refinement.
Reset Messages

4. Launch & Automate Outreach
You’re ready to launch. Upload contacts, build a campaign, and start converting leads.
Upload Contact List
Import leads manually using CSV to quickly launch your first campaign.
Upload ContactsCreate a Campaign
Design automated sequences using templates and workflows.
Start CampaignConnect CRM or Webhooks
Link your CRM or third-party tools to automate lead flow and qualification.
Integrate Now

5. Monitor & Optimise
Track performance, refine your workflows, and improve your customer journey using built-in insights.
View Conversation Stats
See open rates, response times, and conversation completion.
View AnalyticsOptimise AI Responses
Tweak logic, fix unclear replies, and improve customer experience.
Edit ResponsesTrack Campaign ROI
Get insights into how your outreach is converting into bookings or sales.
Campaign Reports

6. Book Support or Training
We’re here to help. Book a session with our team to review your setup, troubleshoot, or train your staff.
Book a Support Call
Speak to our team for help with integrations, setup, or fixes.
Book NowRequest Onboarding Review
We’ll walk you through your agent’s performance and suggest improvements.
Schedule ReviewTeam Training Session
Let us train your sales or ops team to get the most out of your AI.
Book Training