Session 1: Step By Step Onboarding Guide
This session will guide you through the initial setup process to ensure your WhatsApp number works properly with our platform.
Getting Started
To begin using our platform, follow these steps:
- Open the app: app.abcsalesbot.com then press the register button.
- Create your Canva website using our template: salesbotsecrets.com/canvatemplate
- Set up your WhatsApp phone number on Meta: salesbotsecrets.com/phone
Important Resources
WhatsApp Description Template: Use our template to create an effective WhatsApp business description: WhatsApp Description Template
WhatsApp Message Template: Get started with your first WhatsApp template: Message Template
Meta Account Payment Setup: Add your payment card to your Meta account: salesbotsecrets.com/wa
Next Steps
After completing this session, you'll have a fully configured WhatsApp business account connected to our platform. In Session 2, you'll learn how to create your first AI agent.
Quick Transcript Summary
Overview:
The setup process takes about 10-15 minutes. If you encounter any issues, screenshot or document the error and send it to the support WhatsApp number along with your question.
Registration & Website Setup:
- Register by providing your company name, phone number, email, password, and confirmation.
- Use the provided Canva template (salesbotsecrets.com/canvatemplate) to quickly create a three-page website. Customize it with your name, phone number, and email as needed.
Connecting WhatsApp:
- Navigate to the "messaging channel" section and add Meta WhatsApp.
- Log in through Facebook (Facebook owns WhatsApp) and complete the OTP/SMS verification process. Note that sometimes you might receive a call instead of an SMS.
Phone & AI Connection:
- Wait until your phone number is confirmed to be connected to the platform’s AI.
- Test the connection by sending a simple greeting like "hi" via WhatsApp.
Template Message & Account Settings:
- Set up your initial WhatsApp template message for approval; early approval avoids delays.
- Update your profile by adding a photo and a description (you can use AI-generated templates for guidance).
Final Steps:
- Attach a credit card if you intend to send broadcast messages.
- Follow the on-screen prompts and complete the process without closing your tab to ensure a successful setup.