Signing up creates two things at once: a personal user account, and an organization — the workspace that owns your WhatsApp numbers, contacts, templates and billing. Everyone you invite later joins that same organization.
Creating the workspace #
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Fill in the sign-up form
Name, email and a password. The email address is where verification and password resets go, so use one you can actually receive mail at. -
Verify your email
A verification link is emailed to you. Until you click it, parts of the app that require a verified address stay closed. You can request a fresh link from the prompt if the first one expires. -
Choose a plan
A workspace needs an active subscription before the main navigation opens up. Without one, every other page redirects back to Subscription — deliberately, so you are not walked into a dead end. -
Connect a WhatsApp number
The last step, and the one that makes the product do anything. See Connect a WhatsApp number.
Joining an existing workspace #
If a colleague sent you an invitation link, do not sign up from the front page — open the invite link instead. It carries a token that puts you in their organization rather than creating a second, empty one.
Roles you can be given #
| Field | What it does |
|---|---|
| Owner | Full control, including billing, the Razorpay connection and deleting the workspace. There is normally one. |
| Admin | Everything except owner-only billing setup. Can invite people and manage roles. |
| Agent | Works the inbox and contacts. Cannot change billing, roles or connected numbers. |
These are the built-in roles. You can also compose custom roles from individual permissions.
Where to go next #
Connect a WhatsApp number
Paste your Meta Cloud API credentials and point Meta's webhook at your workspace.
Team members
Invite teammates, set their role, deactivate them without deleting their history.
Roles & permissions
The built-in roles, and custom roles you compose from individual permissions.
Subscription & plans
Pick a plan, see what it includes, and check out through Razorpay.