CraftiConnectCraftiConnect

Getting started

Get into your workspace

Creating a workspace, signing in, joining a team you were invited to, and getting back in when a password is forgotten. Once you are signed in, the full guide is inside the product.

Create your workspaceSign up in three short steps: name your workspace, create your account, and set your region.4 minSign in to your workspaceEvery workspace has its own address. Sign in with a password, an emailed code, or the account you signed up with.2 minAccept an invitation to a workspaceYou have been invited to join a team. Set a password and you are in — no sign-up needed.2 minReset a forgotten passwordRequest a reset link by email. It is valid for one hour and works once.1 min

Start here

Set up your account

Short steps from sign-up to a working inbox. Only connecting your WhatsApp number is required; other channels, and everything else, can be added later from Settings.

About 39 minutes in total

  1. 1Create your workspaceSign up in three short steps: name your workspace, create your account, and set your region.4 min
  2. 2Your workspaceSign in to readConfirm the name, pick a brand colour, and set the region and currency your reports use.2 min
  3. 3Connect your WhatsApp numberRequiredSign in to readThe one step you cannot skip. Connect the number customers message, through Meta's own sign-up, in about five minutes.6 min
  4. 4Check it worksSign in to readSend yourself one message. It proves the whole path — Meta, the webhook and your inbox — before a customer relies on it.2 min
  5. 5Business profileSign in to readThe details customers see when they tap your business name in WhatsApp: description, hours, address and website.3 min
  6. 6Import your contactsSign in to readUpload a CSV of people who have agreed to hear from you on WhatsApp. Skip it if you are starting from zero — contacts are created automatically when customers message you.4 min
  7. 7Message templatesSign in to readA template is a pre-approved message. It is the only way to start a conversation, or to reply after a customer has been silent for 24 hours.5 min
  8. 8Service rulesSign in to readSet when you are open and how quickly you aim to reply. Both drive the response clocks and the reports your supervisors read.3 min
  9. 9Invite your teamSign in to readGive each person their own sign-in so replies are attributed and conversations can be assigned.3 min
  10. 10Connect Messenger, Instagram, Telegram and other channelsSign in to readEverything besides WhatsApp connects in a minute from Settings → Channels with the credentials the network gives you. Replies from all of them share one inbox.5 min
  11. 11Finishing setup — and returning to skipped stepsSign in to readOnly the WhatsApp number is required. Everything else — including connecting your other channels — can be skipped now and picked up from Settings whenever you are ready.2 min

The full guide is inside your workspace

The inbox, contacts, templates and campaigns, team and roles, settings and billing — every article, with search, once you are signed in.

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