Quick start

This checklist takes a new workspace from the first sign-in to a working shared inbox. Each step links to its full guide.

1. Sign in and pick a number

Open your workspace URL and sign in with the email and password you were given. If your workspace has more than one WhatsApp number, choose the one you want to work on. See Workspace, numbers & settings.

2. Complete your profile

Open Settings to add your photo, name and email, and to change your password.

3. Add your agents

In Agents, click Add Agent and create an account for each team member with their name, email, phone number (with country code) and a password. Then share the workspace URL with them. See Managing agents.

4. Turn on the AI assistant (optional)

In AI Settings, add your OpenAI API key, choose a human trigger word such as talk to agent, and enable the assistant. Then add your products, FAQs and policies in AI Training. See Setting up the AI assistant.

5. Sync your WhatsApp templates

Templates are created and approved in Meta’s WhatsApp Manager. In Wazline, open Bulk Messaging → View Template and click Sync Templates to bring them in. See Templates.

6. Start answering

Agents sign in at the same URL — or in the mobile app — and pick up chats from New Customers. See Using the Team Inbox.

What’s next

• Reach your customers with a campaign.
• Add the website chat widget to your site.
• Connect your own systems with the API.