Help
ChatSales help centre
Start here: five short guides to create your account, connect WhatsApp, invite your team, send your first message and organise your chats.
Getting started
Step 1Create your ChatSales accountHow to sign up for ChatSales with your name, a password and your WhatsApp number.Step 2Connect your WhatsApp to ChatSalesHow to connect your WhatsApp number to ChatSales: with a QR code or with the official WhatsApp Business API.Step 3Invite your team to ChatSalesHow to add your agents to ChatSales so they can answer chats with you.Step 4Send your first message with a templateWhat a WhatsApp template is, why you need one to start conversations, and how to submit it for approval from ChatSales.Step 5Organise your chats: tags and assignmentHow to tag chats and assign them to an agent in ChatSales so your team knows what to handle.
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