If you're a new user, your first step is to activate your 7-day free trial from the dashboard.

1. From the Dashboard, click the '+' icon to add a new device.
2. Enter the WhatsApp number you want to connect (including country code) and click "Send TPIN".
3. You will receive a 6-digit verification code on that number. Enter the TPIN and a name for your device, then click "Add Device".
4. You will be taken to the Device Management page. In the "Connection Status" card, you have two options:
   • Click "Initialize (QR Code)" and scan the code with your phone's WhatsApp app (in Settings > Linked Devices).
   • Click "Link with Phone Number" to receive a code to type into your phone instead.
5. Wait for the status indicator in the header to show "Connected".

Workflows are the brains of your chatbot. Go to the Workflows page and click the '+' icon to create a new one. You can build your conversational flow using the visual editor.

A workflow must be assigned to a device to function. On the Device Management page for your connected device, find the "Assigned Workflows" card and click the '+' icon to select and assign the workflow you created.

1. Go to the Integrations page.
2. Click "Manage" on the Web Widgets card.
3. Create a new widget (e.g., "Main Website").
4. Assign a workflow to handle incoming chats.
5. Go to the Installation tab to copy the script for your website or get a direct chat link to share with customers.

You can send messages in two ways:

• From the Portal: On the Device Management page, use the "Send Test Message" card.
• Via the API: Use the "API Information" card on the Device Management page to get your API key and usage instructions.