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Setting up your assistant, running it from your own phone, billing, and how your customers' data is protected.
18 articles
Getting started
Before setup: the first call, the number and the paperwork.
Meta setup and verification
Meta verification, billing, Instagram and your dashboard login.
- Meta business verificationThe one-time check that unlocks real messaging. We do it with you on screen.
- Adding a card for Meta's message chargesVisa or Mastercard only. Needed for reminders, campaigns and replies after your first 1,000 in a month.
- Going live: what you approve and whenYou see every reply before a customer does.
- Connecting your Instagram accountWhat Meta needs before the assistant can answer your Instagram DMs and comments.
- Signing in to your dashboardNo password: a code arrives on your WhatsApp.
- Giving staff access to the dashboardStaff numbers sign in with a code sent to the owner.
Running it day to day
Taking over chats, reminders, payments and your daily numbers.
- Taking over a chat from your own phoneReply myself, Leave to assistant and Done: one tap each, plus AWAY, BACK and TODAY.
- How reminders workThe day before and two hours before, with Confirm and Reschedule.
- How payment links workUPI, Razorpay or Cashfree. Receipt sent the moment the money lands.
- Reading the daily summaryOne message every evening on your personal WhatsApp.
- The monthly reportOne page, on the first of the month, with the numbers that matter.
- Campaigns and consentOnly to people who said yes. Paused automatically if quality drops.
Billing, data and account
Paying, pausing, cancelling and how data is protected.
Still stuck?
You get an answer from the person who builds the product, usually within the hour, 9 am to 9 pm.