At a glance
Overview
- 1 Create your account and verify your email.
- 2 Open Home. If WhatsApp is not connected, use Connect WhatsApp Business API → Continue with Facebook, and wait until you see WhatsApp connected successfully.
- 3 Confirm Home shows your number and Health: Healthy (also check Quality, Status, Msg Tier, and META API).
- 4 Open Manage Templates. Create or Sync Templates from Meta and wait until Meta approves at least one template.
- 5 Open Manage Contacts — Create a contact or Upload / Export a list — then send a test from Campaign & History or reply in Chats / Inbox.
Step by step
Your first path
Do these in order — template approval blocks marketing sends until Meta says yes.
Home Overview checklist
Home → Overview is your command center after connect.
- 1 Use Overview for Contacts, Active / Upcoming / Past Campaigns, Recent Conversations, and Template Performance.
- 2 From Recent Conversations, open View Inbox. From Template Performance, open All Templates.
- 3 Other Home tabs: Analytics, AI Insights, Reminders, Bookings, and UpScaleUp.io Growth Tools (when available on your account).
Tips
- Order matters: connect WhatsApp → approved template → contacts → campaign or inbox reply.
- Prefer Continue with Facebook over Manual Setup so messaging access and webhooks are configured for you.
- Need a human during setup? On the connect panel, use Need help? Get free onboarding assistance.
- Stuck later? Open Help (bottom right) → Chat with Ray, Message Us on WhatsApp, or Open a support ticket.
- For lead sourcing, digital cards, and a public shop, see Growth Tools overview.