1
Create your account
Go to app.watx.in, choose Create an account and
press Sign up with Google.Sign-up is Google only. Google has already verified your address, so there
is no confirmation email and no password to create; you land straight in
the setup wizard. Details, including what to do without a Google account,
are on Signing in.
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, press Send enquiry & start
trial, and we get back to you with a quote while the trial runs.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. The page
first asks How do you want to connect?: WhatsApp Business API moves
your number onto the Cloud API, and WhatsApp Business app (coexistence)
leaves it on the app so you can keep replying from your phone.Either way, the button underneath 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 confirm 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, or Coexistence if you
are keeping the app. The other two channels have their own guides —
Instagram and Website chat.
Use the Facebook profile that already manages your WhatsApp Business
account. Neither route copies the chats already on your phone into the
inbox — it fills from the next message onwards.
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
Once you are set up, Home is the first screen of the sidebar: the day’s numbers, who is waiting for a reply and what needs attention. See Home.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.