Getting started

1. 1Sign up with your email and a password, or continue with Google.
2. 2If we ask you to confirm your email address, click the link we send you. If you can't find it, check your spam folder.
3. 3The first time you sign in, we create a workspace for you on the Free plan. You're its owner.

Open Get started in the sidebar and click Connect with Meta. A Facebook window opens and Meta guides you through the rest. You don't need a WhatsApp Business account already. You can create one in that window.

• Have a Facebook account ready. Your personal account is fine.
• You'll need a phone number for your business that can receive a text or call with a one-time code. It can't be in use on the WhatsApp app right now.
• Use your real business name. It's what customers will see, and Meta needs to approve it.

As soon as you connect, we bring in the templates already on your WhatsApp account. New accounts come with Meta's ready-made hello_world template, so you can send a test message to your own phone straight from the Get started page.

If no template shows up yet, wait a minute and click Check Meta again. You can also use Sync from Meta on the Templates page at any time.

Your workspace holds everything: contacts, templates, campaigns, chats, your team, your plan and billing. Each workspace is kept completely separate from every other.

• Owner: can do everything, including billing.
• Admin: can change settings, connect WhatsApp and manage the team.
• Member: answers customers and works with contacts and campaigns.

1. 1Add your contacts: on the Contacts page, click Import contacts and paste your list. Include the country code in each number, e.g. +91 98765 43210.
2. 2Create your own templates: on the Templates page. Our team checks each one first, then Meta approves it.
3. 3Send a message: to one person from their contact page, or to many people at once with a campaign.
4. 4Add other channels: on the Channels page, you can add email, SMS or RCS alongside WhatsApp.
5. 5Invite your team: on the Team page, so everyone can help answer customers.

If you belong to more than one workspace, use the menu at the top of the sidebar to switch. Your browser remembers your choice. Language, time zone and currency are set for each workspace in Settings.