01
Connect your first channel
What you need before connecting a WhatsApp Business number, an Instagram account or a Facebook Page, and how the connection is verified.
Resources · Guides
The order in which teams normally configure the platform, from the first connected channel to reading the numbers that matter.
Implementation path
Detailed guides are being published progressively. Our onboarding team walks through each step with you.
01
What you need before connecting a WhatsApp Business number, an Instagram account or a Facebook Page, and how the connection is verified.
02
Which documents and pages to ingest first, how to structure prices and services, and how to keep the material current.
03
Deciding which conversations must reach a person, how to pause AI and how to signal that a customer is waiting.
04
Connecting Google or Microsoft 365 calendars, defining operating hours and letting the agent confirm bookings.
05
Preparing an approved template, segmenting contacts and handling replies once the campaign is sent.
06
Which numbers matter in the first month: response time, AI response volume, handoff rate and booked outcomes.
Our onboarding team configures channels, knowledge and handoff rules with you during setup.