Appearance

Get started ​

Use this guide to complete the first setup steps in the right order so your team can work in rather.chat with less back-and-forth.

Setup checklist ​

  1. Create and verify your account
  2. Create a company or accept an existing company invite
  3. Connect your WhatsApp Business Account
  4. Invite team members
  5. Review WhatsApp API guidelines and limits
  6. Create and approve a WhatsApp template
  7. Send a test broadcast
  8. Handle your first chat

Core concepts ​

  • Channel: the connected WhatsApp number used to send and receive messages.
  • Template: an approved WhatsApp message format used for outbound messaging.
  • Broadcast: a bulk template send to many recipients.
  • Quick reply: a saved response agents can reuse in chats.

1. Create your workspace ​

Start with Sign up. After email verification, you will either enter an existing company workspace or create a new one.

2. Connect WhatsApp ​

Continue with Connect to WhatsApp. This step links the phone number your team will use for chats, broadcasts, and templates.

3. Add the right people ​

Use Manage team members to invite colleagues and assign the right access level.

4. Run a safe test ​

Before you send a customer-facing campaign, create an approved WhatsApp template. Then use Create and send a broadcast with internal test contacts.

5. Handle live conversations ​

Use Chat operations to pause the bot, reply manually, tag the chat, and resume automation after the issue is resolved.

How to know setup is complete ​

  • You can sign in successfully.
  • Your company workspace opens after login.
  • A WhatsApp channel is connected.
  • The correct team members have access.
  • At least one WhatsApp template is approved.
  • You can send a test broadcast or use a connected feature without a setup error.

If you get stuck ​

Start with Troubleshooting. If the issue is tied to WhatsApp setup or migration, use the dedicated setup guides before escalating to support.