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Quick start guide

Complete all the steps to set up your automated customer communication flow.

Updated yesterday

Step 1 — Connect your WhatsApp

  • Go to Settings in your WABB account.

  • Open the Connection tab.

  • Click Connect to WhatsApp — you'll see a QR code.

  • On your phone, open WhatsApp → Go to Settings → Tap Linked Devices → Select Link a Device.

  • Scan the QR code from your screen.

You're all set — WhatsApp is now connected! 🎉

Step 2 — Create your first flow

A flow is a sequence of automated messages triggered by user actions — it saves time and ensures consistent, personalized communication.

Start with a simple 2–3 step flow:
✔️ share a discount;
✔️ announce a product update;
✔️ request feedback.

For full instructions on working with flows, check out our training video.

Create your own flow from scratch or choose a template below.

Flows templates

Product catalog

Product catalog template with sections, product descriptions, and order options.

FAQ bot

Answer common questions and keep users engaged with menu-based navigation.

Feedback collection

WhatsApp flow for gathering customer reviews after a purchase, visit, or support interaction.

Appointment booking bot

The bot asks for a preferred time, collects contact details, and confirms the booking.

Discounts bot

Send out special offers, discounts, and promotions to your customers via WhatsApp.

Step 3 — Test your flow

Before making your flow publicly available in WABB, it's essential to test it to ensure it functions as expected.

Method 1: testing with Contacts

This method allows you to manually trigger a flow for a specific contact.


1️⃣ Add a Contact


Go to Contacts, click Add, and enter a name and number.
Or import your contact list — click Import Contacts, fill in the template, and upload.

2️⃣ Launch the flow

Click the contact's name. Tap the three dots (ellipsis) icon and select Run Flow. Then choose the flow you want to test.

Method 2: testing with automation

Share keywords with your customers. If a subscriber writes these words to your messenger, the automatic flow will start immediately for him.

Step 4 — Send mass broadcast

Before making your flow publicly available in WABB, it's essential to test it to ensure it functions as expected.

1️⃣ Import сontacts

Start by importing your contacts into WABB:

✔️ Navigate to the Contacts section.

✔️ Сlick the "Import Contacts" button in the top right corner, download the template, fill it in with your data, and upload it to WABB.

2️⃣ Create and launch a broadcast


Engage and onboard users with targeted emails. Set up user segments, schedule campaigns, and boost conversions. Read the guide or watch the tutorial to launch your first broadcast.

Congratulations!

You've successfully gone through all the essential materials to get started on our platform! You're all set to launch your first flow and test it out.

If you're eager to dive deeper into the full range of platform capabilities, head over to our YouTube channel via the link. We're here to support you every step of the way on your journey to success!

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