1
Create your account
Go to app.watx.in and choose Create account.You can sign up two ways:
- Email and password — enter your full name, email and a password of at least 6 characters. Watx emails you a confirmation link; the account is not usable until you click it.
- Continue with Google — Google has already verified the address, so there is no email round-trip and you land straight in the setup wizard.
2
Set up your workspace
The first screen of the wizard asks for:
- Workspace name — usually your company or brand name. It appears in the sidebar, in the header and on every invite link. You can change it later.
- Workspace logo (optional) — a PNG, JPEG or WebP up to 2 MB.
- What do you want to do first? — optional, pick as many as apply.
- How big is your team? and Where did you hear about us? — both required.
3
Choose a plan and start the trial
The second screen shows Starter, Growth and Enterprise with
their current prices and limits, read live from your Watx instance.Press Start free trial on a plan. That starts a 15-day trial — no
card, no payment. Enterprise is quoted by hand, so its card says Talk to
sales: fill in your name and work email and we get back to you, and the
trial starts in the meantime.Until a plan is chosen, the rest of the dashboard is closed — the wizard is
a hard gate.
4
Connect a channel
You land on Onboarding, a checklist with one card per channel showing
whether it is connected.For WhatsApp, open Channels → WhatsApp → Channel Settings and press
Connect with Facebook. That opens Meta’s own Embedded Signup wizard,
where you sign in with the Facebook account that administers your business,
pick or create a business portfolio, and add the phone number customers will
message. Watx shows what each of Meta’s steps expects before you start.Full detail, including what Meta verifies: Connect your
number. The other two channels have their own guides —
Instagram and Website chat.
Use the Facebook profile that already manages your WhatsApp Business
account. Connecting an existing number keeps its chat history; you can
also start with a new number.
5
Send your first message
Message your connected WhatsApp number from your own phone. The conversation
appears in the Inbox, and you can reply in the thread with text, media,
a voice note or a canned reply.
6
Invite a teammate
Open Settings → Users & Roles and press Invite member. Choose a role
(Admin, Agent or Viewer), how long the link stays valid (1, 7 or
30 days) and an optional label to remind you who you sent it to. Press
Generate link.The link is shown once — copy it, or use Send via WhatsApp to share
it. Watx stores only a hash, so there is no way to show it again; to
re-share, revoke the invite and create a new one.What each role can do: Members and roles.
Where to go next
Core concepts
The vocabulary the rest of these docs uses.
Contacts
Import your existing customers and organise them with tags and segments.
Automations
Answer common questions and follow up without anyone typing.
AI agents
Put an agent on the thread — drafting first, replying when you trust it.