Knowledge Base
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.