# WhatsApp Onboarding

The WhatsApp onboarding process in Ownchat allows you to create an account, configure your business details, and connect your WhatsApp Business API for automation.

### 1. Overview &#x20;

This guide covers the complete onboarding flow, including:

* Account registration
* Business setup
* Subscription activation
* WhatsApp Business API connection
* Phone number verification

### 2. Account Registration &#x20;

**Follow the steps below to create your Ownchat account:**

1. Click the **Sign In** button in the top-right corner<br>

{% embed url="<https://app.supademo.com/demo/cmolef4ou0003xk0jenlilb00?utm_source=link>" %}

2. Click **Register here**<br>

{% embed url="<https://app.supademo.com/demo/cmolegimn02ebwy0jwtzurrkw?utm_source=link>" %}

3. Enter your **Name**
4. Select your **Country Code** and **enter your Mobile Number**<br>

{% embed url="<https://app.supademo.com/demo/cmolehz230009xk0jqvdkqs3b?utm_source=link>" %}

5. Enter your **Email ID**

{% embed url="<https://app.supademo.com/demo/cmolej3bt02eiwy0jh39rcurh?utm_source=link>" %}

6. Accept the **Terms of Use** and **Privacy Policy**
7. Click Sign Up<br>

{% embed url="<https://app.supademo.com/demo/cmolek6vb02ewxh0jexvcenkw?utm_source=link>" %}

#### OTP Verification &#x20;

1. Enter the **OTP** received in your email
2. Proceed to the next step<br>

{% embed url="<https://app.supademo.com/demo/cmolenufz02eswy0jaj8eeu2v?utm_source=link>" %}

### 3. Password Setup &#x20;

1. Enter a password in the **New Password** field
2. Re-enter the password in the **Confirm Password** field
3. Click **Submit**<br>

{% embed url="<https://app.supademo.com/demo/cmoleovai001rxk0jhys9pdv4?utm_source=link>" %}

### 4.  Welcome Screen &#x20;

1. After login, the welcome screen will be displayed
2. Click **Get Started** to begin setup<br>

{% embed url="<https://app.supademo.com/demo/cmolet84102fdxh0ju9mh18xu?utm_source=link>" %}

### 5. Company Information Setup &#x20;

1. Enter your **Company Details**[<br>](https://app.supademo.com/demo/cmoleup4q00ekys0j3xzncah4?utm_source=link)

{% embed url="<https://app.supademo.com/demo/cmoleup4q00ekys0j3xzncah4?utm_source=link>" %}

2. Enter your **Website URL**
3. Click **Next**<br>

{% embed url="<https://app.supademo.com/demo/cmolew0uw00enys0junewn2fy?utm_source=link>" %}

### 6. Region Configuration &#x20;

1. Select your preferred **Currency** (e.g., USD)<br>

{% embed url="<https://app.supademo.com/demo/cmolex72g00exys0jtsdiz6bs?utm_source=link>" %}

2. Select your **Timezone** (e.g., Asia/Singapore)<br>

{% embed url="<https://app.supademo.com/demo/cmolf0vp802uuvi0j9whlwh6y?utm_source=link>" %}

Click **Next**<br>

{% embed url="<https://app.supademo.com/demo/cmolf1p5p00f6ys0jt60uouob?utm_source=link>" %}

### 7️. Business Details &#x20;

1. Enter your **Company Address**<br>

{% embed url="<https://app.supademo.com/demo/cmolf2wpq02v0vi0jietkm7uz?utm_source=link>" %}

1. Enter your **Tax Details**
2. Click **Next**<br>

{% embed url="<https://app.supademo.com/demo/cmolf3tcc0009x40jtnsqw84o?utm_source=link>" %}

### 8.  Channel Selection &#x20;

1. Select the channel to automate<br>

{% embed url="<https://app.supademo.com/demo/cmolfaeb502kixh0jrp3i2ffp?utm_source=link>" %}

2. Choose WhatsApp<br>
3. Click Continue to Pricing<br>

{% embed url="<https://app.supademo.com/demo/cmolfbs5o02kmxh0j3afncgrx?utm_source=link>" %}

### 9. Subscription Setup &#x20;

1. Click **Start Free Trial**<br>

{% embed url="<https://app.supademo.com/demo/cmolfdi3w02xcvi0jx49edzcm?utm_source=link>" %}

2. Click **Proceed**<br>

{% embed url="<https://app.supademo.com/demo/cmolfwb9p00hyys0jj2xjmi5k?utm_source=link>" %}

#### Enter Payment Details &#x20;

1. Enter your **Card Number**
2. Enter **Expiry Date (MM/YY)**
3. Enter **CVV**
4. Enter **City**
5. Enter **Address**
6. Enter **ZIP Code**
7. Click **Start Trial**<br>

{% embed url="<https://app.supademo.com/demo/cmolfy4y500i2ys0jdam6ncd9?utm_source=link>" %}

***

### 10. Connect WhatsApp Business API &#x20;

1. Click **Connect**<br>

{% embed url="<https://app.supademo.com/demo/cmolg0bud000lw50jg38ukzt4?utm_source=link>" %}

2. Click **Login with Facebook**<br>

{% embed url="<https://app.supademo.com/demo/cmolg19sl02z2vi0jta2bk17d?utm_source=link>" %}

3. Click **Continue**<br>

{% embed url="<https://app.supademo.com/demo/cmolg29gl00i6ys0jwhutbtta?utm_source=link>" %}

### 11. Select Business Assets &#x20;

1. Search and select your **Business portfolio**<br>

{% embed url="<https://app.supademo.com/demo/cmolg37bo000ow50j5dujptzb?utm_source=link>" %}

2. Select your **WhatsApp Business Account**

{% embed url="<https://app.supademo.com/demo/cmolg55jz00icys0j5nkkqubc?utm_source=link>" %}

3. Click **Next**

### 12.  Add Phone Number &#x20;

1. Click **Add a New Number**

{% embed url="<https://app.supademo.com/demo/cmolg70vo000rw50jy40qlzyb?utm_source=link>" %}

2. Select your **Country Code**
3. Enter your **Phone Number**
4. Click **Next**<br>

{% embed url="<https://app.supademo.com/demo/cmolgcx4e00ioys0jy644tx3w?utm_source=link>" %}

#### Phone Number Verification &#x20;

1. Enter the verification code received<br>

{% embed url="<https://app.supademo.com/demo/cmolgllmh00j1ys0jgy4sm4ed?utm_source=link>" %}

2. Click **Confirm**<br>

{% embed url="<https://app.supademo.com/demo/cmolgmobp02x4xh0j5655e14f?utm_source=link>" %}

### 13. Complete Setup &#x20;

1. Click **Finish**

{% embed url="<https://app.supademo.com/demo/cmolgt25m00jpys0j82fk49jh?utm_source=link>" %}

### 14. Assign Permissions &#x20;

1. Click **Assign Assets**<br>

{% embed url="<https://app.supademo.com/demo/cmolgxdod02xtwy0jz3xdi25v?utm_source=link>" %}

2. Select **WhatsApp Accounts**<br>

{% embed url="<https://app.supademo.com/demo/cmolgz9ut001cyh0j6eher5ee?utm_source=link>" %}

3. Choose the required account
4. Select **Everything** (Full access)<br>

{% embed url="<https://app.supademo.com/demo/cmolh5f0g001eyh0j4hlcnt3v?utm_source=link>" %}

5. Click **Assign Assets**<br>

{% embed url="<https://app.supademo.com/demo/cmolh6mgx001gyh0j2d6pe4ft?utm_source=link>" %}

6. Click **Done**

### 15. Verification Status &#x20;

* Pending → Number is under verification<br>

{% embed url="<https://app.supademo.com/demo/cmolh9291001nyh0jyxotyou2?utm_source=link>" %}

* Connected → Number is verified and ready to use<br>

{% embed url="<https://app.supademo.com/demo/cmolhat20033lwy0jbxir67ds?utm_source=link>" %}

### 16. Test Connection &#x20;

To verify the setup:

1. Send a message (e.g., “Hi”) to the connected number
2. Confirm message delivery in Ownchat<br>

{% embed url="<https://app.supademo.com/demo/cmolhbw6y033owy0ja7feld95?utm_source=link>" %}

### Summary &#x20;

The WhatsApp onboarding process enables you to:

* Create your Ownchat account
* Configure business and regional settings
* Activate your subscription
* Connect WhatsApp Business API
* Verify and start using your number


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://docs.ownchat.app/whatsapp-channel/whatsapp-onboarding.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
