Getting started

Create your ChatSales account

You can sign up with your Google account in one click, or with your name, a password and your WhatsApp number. Pick your way below and we show you only those steps.

How do you want to sign up?

Open the sign-up page

Go to my.chatsales.app/SignUp. There are two ways to sign up: Sign up with Google (1), or under or sign up with your phone (2), with your name and a password.

If you already have an account, click Login.

ChatSales sign-up page with the Sign up with Google button and the form to sign up with your phone

Click Sign up with Google

Click Sign up with Google (1). Google's window opens: choose your account or sign in to it.

ChatSales takes your name and email from Google and creates your account. No password or code needed. Then you continue with your business details.

Sign up with Google button on the sign-up page

Enter your name and a password

Type your Full Name (1) and a Password (2). The eye icon shows what you typed.

Click Sign up (3).

Sign-up form with full name, password and the Sign up button

Enter your WhatsApp number

Under What's your phone number?, pick your country's flag and type your WhatsApp number (1). Click Continue (2).

The code arrives on WhatsApp, not by SMS, so use a number that has WhatsApp. If the number is already registered, log in with it or use another one.

What's your phone number? step with the number and the Continue button

Type the 6-digit code

Open WhatsApp: you have a 6-digit code. Type it into Confirm your phone (1). When you type the last digit, ChatSales moves on by itself.

Didn't get it? Wait for the countdown to finish and click Resend code.

Confirm your phone step with the six code boxes

Choose your industry

Under What industry are you in?, open the list and pick the one closest to your business (1). Click Continue (2).

What industry are you in? step with an industry selected and the Continue button

Add your website

Under What's your website?, type your site's address (1). If you don't have one yet, tick I don't have a website yet (2).

Click Continue (3).

What's your website? step with the address, the I don't have a website yet box and the Continue button

Enter your business name

Under What's your business name?, type your business name (1) and click Continue (2). Your account is ready.

What's your business name? step with the name and the Continue button

Take the welcome tour

The first time you log in, ChatSales shows you a short tour of the platform. You can replay it any time from Take the tour (1) on the Dashboard.

The Dashboard also shows Set up ChatSales step by step: Connect, Team, Template, Tag and Assign. Guides 2 to 5 walk you through each one. Next: Connect your WhatsApp.

ChatSales welcome tour over the Dashboard, with the Take the tour link