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Overview of the Onboarding Process

WA Automation Onboarding Process

Here’s what to expect once you come on board:

✅ Step 1: Sign Up

Choose your package (Starter, Growth, or Pro) and complete our Client Onboarding Form with all the required details.

Step 2: Access & Verification

We’ll assist you in setting up your Meta Business Manager, link your WhatsApp API number, and guide you through Meta’s verification process.

Step 3: Bot Build & Review

Our team will create your custom WhatsApp flows, set up any included monthly automations (broadcasts and/or drip campaigns), and send you a test version for approval.

Step 4: Go Live!

Once approved, your bot is published and fully functional — automatically responding to customer messages 24/7.

️ Step 5: Ongoing Support

All packages include monthly maintenance and flow updates so your system stays fresh, relevant, and in line with your business growth.

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