1. Create your workspace
Register with your business details, verify the account email and sign in to the customer dashboard.
Help Center
Start with the basics, then customize this help center.
This starter content can be replaced from the admin CMS as your support documentation grows.
2. Connect WhatsApp
Open the WhatsApp setup page and follow the Meta connection flow for an eligible business account and number.
3. Sync or create templates
Open Templates to sync existing templates or create new business templates for review.
4. Configure your AI agent
Choose a connected number, create an AI agent and add the instructions that fit your business.
5. Test messaging
Use Inbox or New Message to test supported messaging flows and verify message status updates.
6. Invite your team
Add team members where your plan permits and define how your staff will handle customer conversations.
Ready to put this workflow into action?
Create a workspace or contact the MAD DIGITAL team for help with setup.