Not sure where to start? You’re in the right place.
Simple, step-by-step Wtflo guides to help you set up WhatsApp, manage customers, and automate your work with confidence.
From setup to a live customer journey.
Start here
Follow this setup path once. Each step unlocks the next part of Wtflo.
Connect WhatsApp
Use the official Embedded Signup connection.
Set up your workspace
Check timezone, language, and team preferences.
Invite your team
Add agents and organise conversation ownership.
Add your contacts
Create, import, tag, and segment your audience.
Create your first template
Prepare an approved WhatsApp message for outreach.
Before you begin
Three short guides that make the rest of Wtflo easier to understand and safer to use.
WhatsApp basics
Understand the 24-hour window, templates, and customer consent before you send anything.
Read the basics →Run a safe test
Use your own team numbers first, then scale with confidence.
Test Wtflo safely →Learn the language
Quick explanations for contacts, tags, segments, templates, automations, and more.
Open glossary →Choose your path
Start with the outcome you want, then follow the relevant guides.
Manage conversations
Use WA Chat, contact profiles, tags, and your pipeline to keep every lead moving.
Explore workspace guides →Send better messages
Create templates, build targeted broadcasts, and measure campaign results.
Explore messaging guides →Automate follow-up
Use flows, keywords, forms, appointments, and AI call assistance.
Explore automation guides →Guides for every stage
Focused, customer-facing help for business owners, agency teams, and daily operators.
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