Getting started
From a fresh sign-up to your first delivered WhatsApp message.
Create your account
- 1Go to /auth and sign up with email and a password, or continue with Google.
- 2Confirm your email address if prompted. Confirmation links are sent from our notify domain — check spam on the first message.
- 3On first sign-in a workspace is created for you automatically on the Free plan, and you become its owner.
Invited by a teammate?
Accept the invitation from your email and sign in with the same address. You'll land directly in that workspace with the role your admin assigned.
Your workspace
A workspace holds everything: contacts, templates, campaigns, conversations, team members, plan and billing. Data is isolated per workspace — nothing leaks between them.
- Owner — full control including billing and deletion.
- Admin — everything except billing-critical destructive actions.
- Agent — inbox, contacts and campaigns, no settings.
The first-run checklist
- 1Connect WhatsApp — Settings → WhatsApp. Either use guided embedded signup or paste your Meta credentials manually.
- 2Import contacts — Contacts → Import CSV. Numbers must be in E.164 format (e.g. +919812345678).
- 3Create a template — Templates → New. It goes through internal review, then Meta approval.
- 4Send — either a single message from a contact's profile, or a campaign to a segment.
- 5Add more channels — Channels → Connect to add Email, SMS or RCS alongside WhatsApp; campaigns can then use any of them with a fallback.
- 6Invite the team — Team → Invite, so conversations can be assigned.
Switching workspaces
If you belong to several workspaces, use the picker at the top of the left sidebar. The selection is remembered per browser. Your language, timezone and currency preferences are set per workspace under Settings.
Still stuck? Open a support ticket.