Quick Start

This walkthrough gets a working inbox, a live deal pipeline, and one AI reply — end to end.

1. Sign in

Head to /auth and log in with the super-admin account created during install.

2. Connect WhatsApp

• Navigate to Settings → WhatsApp
• Paste your WABA ID, phone-number ID, and system-user token
• Click Verify Connection

3. Send your first message

• Open Inbox
• Click New Conversation
• Enter a test phone number
• Pick a pre-approved template
• Hit Send

Delivery status updates in real time (sent → delivered → read).

4. Create your first deal

• Open Sales → Pipeline
• Click New Deal
• Link the contact from step 3, set an amount, choose a stage

5. Try the AI Assistant

Inside any conversation, press ⌘K and choose Draft reply. The AI Assistant proposes 3 tonal variants — accept, edit, or discard.

That's it. Explore the User Guide for the full feature tour.