Getting started — Instant docs

/

Getting started

From creating an account to your first message in the shared inbox.

Create your account

Sign up with your name, email, and a password (6 characters minimum), or continue with Google. After signing up with email you land on a “check your email” screen — there's no automatic sign-in until you confirm the address.

Creating an account creates one account (what the rest of these docs call your workspace) with you as its owner. Everything you build — contacts, conversations, campaigns, automations — belongs to that account, and teammates you invite later join the same one. See Team members & roles for how invites and roles work.

Invited to someone else's account?

If you followed a teammate's invite link, finish the same signup or log-in flow — you'll land on the invite acceptance page automatically afterward instead of creating a new account.

Your 14-day free trial

Every new account starts on a 14-day free trial with full access — no feature is held back and no credit card is required to start. The countdown begins the moment your account is created.

While the trial is active you'll see a “days left” banner in the app. Once it ends:

Everything you've built stays fully visible — contacts, conversation history, campaigns, automations, all of it.
Sending new messages and launching broadcasts pauses until you choose a plan.

See Billing & plans for what each plan includes and how checkout works.

The four steps to your first conversation

1
Connect your WhatsApp number
Go to Settings → WhatsApp and use Embedded Signup to link your WhatsApp Business number through a guided Facebook login — no manual API credentials needed. See WhatsApp channel for the full walkthrough and the manual-setup fallback.
2
Bring in your contacts
Import an existing list by CSV (a phone column is required; name, email, company, and tags are optional), or simply wait — anyone who messages your number becomes a contact automatically. Details in Contacts.
3
Invite your team
Add teammates from Settings → Team members and give each one a role — admin, agent, or viewer. See Team members & roles.
4
Open the inbox
Every conversation lands in one shared inbox your whole team works from. Read Shared inbox for how assignment, tags, and the reply window work.

Roles at a glance

Every teammate has exactly one role on the account, which decides what they can do:

Role	Can do
Owner	Everything, including transferring ownership or deleting the account. Exactly one per account.
Admin	Manage settings, team members, and billing; everything an agent can do.
Agent	Send messages, work the inbox, run campaigns and automations — day-to-day work, no settings access.
Viewer	Read-only — see conversations and data without being able to send or change anything.

More on inviting people and what each role can reach in Team members & roles.

Next WhatsApp channel