First things first
Before we can start the actual onboarding process, make sure you complete the following steps:
- Get a new phone number that you want to use for WhatsApp and have it ready for integration. The number should be connected to a phone to receive an SMS or phone call.
- If you are using WhatsApp Business and want to keep the same number for charles, you must delete the WhatsApp account. You can find instructions on how to do this here.
- If you are already using WhatsApp API, let us know in advance. Someone from our Tech Team will migrate the number.
- Complete your Facebook Business Verification before the Kick-off call. You can find instructions on how to do this here. Note that this is not the same as Facebook Page Verification.
- Make sure your Facebook Business Owner and Shop System Admin are invited to the kick-off call.
Once everything is ready, you can schedule a kick-off meeting with your client success manager.
Onboarding at charles is divided into two major parts:
- Kick-off meeting
- Introductions: Let’s have a conversation 💛
- Discussion of your specific use case
- Deciding on check-ins
- Agreeing on priorities to work towards long-term goals
- Technical set-up (WhatsApp and shop system integration)
Note: This meeting marks the official start of the contract and billing period.
Alter this call, our tech team will validate the WhatsApp number which has been integrated into your charles universe.