From new account to automated sales — in four modules.

You’ll finish with: Your workspace is set up and your first lead is in.

1. 1.1Getting started — your first 10 minutes10 min
2. 1.2Account Settings3 min
3. 1.3Add teammates and set roles5 min
4. 1.4Working with Leads5 min

You’ll finish with: Every channel answers from one inbox.

1. 2.1Connect your WhatsApp Business account15 min
2. 2.2Using the Inbox (WhatsApp, Instagram, Email)5 min
3. 2.3Create and submit a WhatsApp template10 min + Meta approval wait

You’ll finish with: Follow-up happens without anyone remembering to do it.

1. 3.1Set up an Automation Rule (auto-reply to new leads)5 min
2. 3.2Build a follow-up sequence (drip automation)10 min
3. 3.3WhatsApp Flows — automated conversations8 min
4. 3.4Meetings & Scheduling5 min

You’ll finish with: You run campaigns, get paid on time and measure what works.

1. 4.1Send a WhatsApp broadcast10 min
2. 4.2Create a bill and send it via WhatsApp3 min per bill
3. 4.3AI Knowledge — what does your AI know?6 min
4. 4.4Reports, Automation Analytics & Events6 min