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From zero to your first message.

This is how you proceed.

Seven steps. Tick each step when it’s done. Every step has its own guide.

Your checklist.

Do the steps in this order.

  1. 1

    [ ] Create your account

    Enter your website on the home page and click “Start for free”. SmartChat AI builds your system in 60 seconds. [Image: home page with the website field]

  2. 2

    [ ] Connect your WhatsApp number

    Open Settings, Company area, WhatsApp card, and click “Connect WhatsApp”. Guide: “Connect your WhatsApp number”. [Image: WhatsApp card with the Connect WhatsApp button]

  3. 3

    [ ] Payment method at Meta

    Add a payment method at Meta. Without one, Meta rejects messages. Guide: “Meta: payment method missing”.

  4. 4

    [ ] Set up your profile

    Set your about text, category and website. Your logo is automatically set as your WhatsApp profile picture. This is what your contacts see. Guide: “Set up your WhatsApp profile”. [Image: profile in Settings]

  5. 5

    [ ] Create a template

    Create a template and submit it to WhatsApp. Wait until WhatsApp approves it. A guide to templates is coming soon. [Image: list of templates with status]

  6. 6

    [ ] Contact with consent

    Add a contact who has agreed, or let them sign up through your landing page. Without consent, a contact doesn’t get any newsletter. Guide: “Add contacts”. [Image: contact with status Confirmed]

  7. 7

    [ ] Send your first message

    Send your first message, for example a newsletter. Test it first with “Test message”. Guide: “Schedule a newsletter”. [Image: sent newsletter in the Sent tab]

Is something not working ?

Read the guide “My message isn’t arriving”. It lists the most common reasons.

Did this help you?

If anything is still unclear, write to us. The Support will help you.

FAQ

Frequently asked questions.

How long does setup take?

That depends on how quickly Meta reviews your number and your template.

Can I test everything first?

Yes. With “Test message”, you send an approved newsletter to your own number as a test.

Does connecting the number cost anything?

No. Connecting is included in every plan, even the free Free plan.

Get started now with SmartChat.

Enter your website. SmartChat AI builds your system in 60 seconds.

Start for free