Quick Start

Sign in & Initial Account Setup

1. Navigate to the WhatsBox web application at app.whatsbox.io.
2. Sign in using your email address or Google account.
3. Complete the initial business questionnaire:
   • Business Details: Enter your registered business name, industry, website, and company location.
   • Referral Source: Let us know how you discovered WhatsBox so we can optimize your onboarding experience.

Connect Your WhatsApp Phone Number

To send and receive WhatsApp messages, you need to connect your phone number using the official Meta Embedded Signup:

1. Go to WhatsApp Phone Numbers (/channels) in the left navigation menu.
2. Click Add WhatsApp Number (/channels/add).
3. Click Connect with Facebook to launch the secure Meta popup modal.
4. Log into your Facebook Business account, select your Meta Business Portfolio, and choose or create a WhatsApp Business Account (WABA).
5. Enter your business phone number and verify it via SMS or voice call OTP.
6. Once verified, click Connect in WhatsBox to register the number.

Add or Import Your First Contacts

Before sending messages or broadcasts, add contacts to your CRM directory:

• Single Contact: Go to Contacts (/contacts) and click Add Contact. Enter the contact's name, international phone number with country code, and any custom attributes.
• Bulk Import: Go to Contacts > Import Contacts (/contacts/import). Drop your CSV or Excel (.xlsx) file, map your columns (Phone Number, First Name, Last Name), and create or select an audience list.

Sync or Select a Message Template

Meta requires approved Message Templates whenever you initiate a conversation with a customer or message them outside the 24-hour service window:

1. Go to Message Templates (/templates/whatsapp) in the sidebar.
2. Click Sync from WhatsApp Manager (/templates/wa-sync).
3. Select your WhatsApp Business Account (WABA) and click GO to fetch your approved templates from Meta.

Send Your First Message

You can send a message using either the Composer or the Shared Inbox:

Using Compose (/compose):

1. Select your sending WhatsApp channel.
2. Enter the recipient's phone number with international country code.
3. Select an approved template, fill in any variable parameters (e.g. {{1}} for customer name), and click Send.

Using Inbox (/inbox):

1. Once incoming customer inquiries arrive, click the conversation in the thread list.
2. Type your response in the message bar or select a canned session template.
3. Send images, documents, or record audio voice messages directly in the browser!

Invite Your Team

Bring your customer service and sales representatives into your shared workspace:

1. Click your profile avatar in the bottom-left corner and select Team (/team).
2. Click Invite Team Member (/team/add).
3. Enter their email address and select their role (Admin, Member, or Agent).
4. The invited teammate will receive an invitation link to join your workspace.