> For the complete documentation index, see [llms.txt](https://docs.ownchat.app/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.ownchat.app/whatsapp-channel/whatsapp-onboarding.md).

# 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

{% embed url="<https://app.supademo.com/demo/cmol4ffuq0iaapimdhfjed97t?utm_source=link>" %}

### 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**

{% 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
