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Getting Started

Connect WhatsApp, run your first prospecting workflow, and schedule your first message.

1. Connect your WhatsApp number

From your dashboard, scan the QR code with the WhatsApp account you want to automate. No Business API application required this links your existing number directly.

2. Choose your AI client

Point Claude, Cursor, or ChatGPT at your WhatsApp AI Assistant connection. Each uses the same underlying tool surface, so you're not locked into whichever one you start with.

3. Run your first prompt

Start with something scoped, like: "List my unread WhatsApp chats" or "Find 10 prospects matching [description] and draft an intro for each." Every generated message is shown to you before anything sends.

4. Schedule it

Once you've approved a draft or a batch, ask to schedule it: "Schedule these for tomorrow at 9am, staggered." You can list what's pending and cancel anything before it dispatches.

5. Set up automation for what repeats

For recurring patterns auto-replying to a common question, alerting on urgent messages configure an automation rule once instead of asking your AI client to handle it every time.