1. Workspace and number
Create the workspace, review the WhatsApp Business setup, confirm account access, and identify the people responsible for the channel.
Documentation
A guided path from WhatsApp setup to a tested workflow
International documentation is delivered with the assisted pilot so it matches the customer's configured number, templates, integrations, and responsibilities.
2. First outcome
Choose the first measurable workflow and document the trigger, expected result, customer inputs, exceptions, and human owner.
3. Templates and knowledge
Prepare eligible approved templates and the business knowledge the workflow is allowed to use.
4. Integration
Connect the required source, calendar-oriented process, lead source, API event, or webhook according to the agreed workflow.
5. Test and launch
Test normal paths, no reply, delivery failure, opt-out, escalation, and team takeover before enabling production traffic.
Want to discuss your workflow?
Share the current process and the outcome you want to improve.