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Every screen of xconversions, step by step and with pictures: connecting your WhatsApp number, the inbox, your AI agent, campaigns, and what Meta asks of a business on WhatsApp.
Version 1.0 · Last updated ·
Start here
- 01Create your accountOpen a workspace for your business, confirm your email address, and see what the first sign-in shows you.
- 02Connect a WhatsApp numberConnect your business’s WhatsApp number from Channels: the two questions first, then Meta’s window or our team, and what each message at the end means.
- 03The 24-hour windowWhen you can write freely to a customer on WhatsApp, when only an approved template reaches them, and what the inbox shows.
- 04Create an AI agentMake an agent from the New agent form, teach it, try it, and put it live on your number.
- 05Create a templateWrite a template in three steps, as Meta asks for it: set it up, edit it, submit it for review. Every choice and field explained.
- 06Create a campaignWrite a campaign in four steps: its name and number, its audience, its message, and when it goes. Then send it, schedule it or keep it as a draft.
Browse by topic
- How WhatsApp works for a business
- What you need before you connect a number
- The 24-hour window
- Template categories and Meta’s review
Still stuck?
A person on our team answers. In the app, open the help button in the corner of any screen. From here, write to us.