Skip to main content
After you sign up you land on Home. At the foot of the left menu, a Setup card shows how far you are (for example Setup · 1 of 4) and the next step. Click it to unfold the checklist; each step opens the page where it is done. Show me around starts a short tour of the app. The card disappears once you have a lead and a way to talk to them. The steps:
  1. Build conversation
  2. Add knowledge (optional)
  3. Connect WhatsApp (or Connect WhatsApp or Instagram, on accounts where Instagram is offered)
  4. Go live
  5. First lead
An account set up from a Shopify store has its own list: Connect your store, Connect WhatsApp, Choose a plan and Switch on your campaigns. See Shopify.

​
1. Create a campaign

A campaign is one assistant talking to one group of leads. Open Campaigns and press New campaign (or Create your first campaign). Give it a name. Depending on your account you are also asked:
  • What is this campaign for?: Find new customers, the campaign this guide follows, or Talk to existing customers. See Campaigns for existing customers.
  • Where does it talk?: WhatsApp, Instagram or both. See Channel.
The campaign opens on its Context page.

​
2. Tell the assistant about your business

On Context, set the Assistant name, then press Add source to add your website, a document such as a price list, or a note. Press Update context: Whappy writes the Business Context the assistant reads before every message. Read it, correct it, and press Save.

​
3. Choose what to collect

On Info, add the details the assistant should find out from each lead, such as a budget or a timeline. Generate with AI creates a field from a sentence; Add manually lets you fill it in.

​
4. Build the conversation

On Funnel, press Generate from context to have a flow designed from your Business Context, or build it yourself with Add node. The first step is the WhatsApp template that opens the conversation; every path ends with a Close step. Press Save changes. Press Test to play the lead in a test conversation. It never messages a real phone, but a Book meeting step books real meetings on your calendar.
For a wider check, switch on Rehearsal under the campaign’s Options → Sections: Rehearsal runs six invented customers through the campaign. Nothing is sent to anybody.

​
5. Set the language and hours

On Options, pick the Campaign language, then your Time zone and Days and hours. New contacts and follow-ups go out only in these hours; replies go out any time. Press Save.

​
6. Connect WhatsApp or Instagram

  • WhatsApp: open Integrations → WhatsApp and connect your number through Facebook. Then add a message template and wait for Meta to approve it: on WhatsApp, the first message to a new lead must be an approved template. Pick it in the funnel’s first step.
  • Instagram: open Integrations → Instagram. On Instagram people write to you first, so there is no template to approve.

​
7. Go live

Open Campaigns and turn on the campaign’s switch. The switch stays off while the campaign is not ready: the Ready column shows a green tick when it can start, or an amber triangle with the first thing to fix. See The campaigns list. A running campaign answers people who write to you. It needs an active plan: see Plans in the account menu.

​
8. Get your first lead

  • WhatsApp: on the campaign’s Leads page, open the ⋮ menu and choose Add a lead or Import from CSV, or connect a lead source such as a form, your CRM or a webhook. See Adding & managing leads.
  • Instagram: your first lead arrives when someone writes to you on Instagram.
Follow the conversations in Chats, where you can also take over from the AI. Home shows what needs you.

​
Next

  • Analytics: where you lose people, and when they answer.
  • Coach: what your finished conversations show, and what could be improved.
  • Integrations: connect a calendar so the assistant books meetings.