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Your first day: set up your workspace in an hour
Seven steps, in order, that take you from an empty workspace to a team that answers clients, gives every client an owner, and runs its first automation.
Before you start · 1 thing · for ownersA finished setup wizard, or a new account
Before you start · 1 thing · for owners
A finished setup wizard, or a new account
- You’ve finished the first setup wizard or created your account.
Steps
1
Design your main unit (such as “Leads”) and add 5 to 8 essential fields.
2
Create the roles: “Sales” at If responsible, and “Team lead” at Team-wide access.
3
Invite your team and give each member their role.
4
Connect a WhatsApp number and link it to the main unit, so every new number becomes a record.
5
Create a round-robin distribution rule, so every new client has an owner.
6
Create a welcome automation from a template, and try it with a practice run on your own number.
7
Install the “Sales pipeline” dashboard from the templates.
A real example
Namaa Academy
The situation
Four employees, clients arriving from Instagram and WhatsApp, and no system at all.
What they did
- The director followed the seven steps in one sitting.
- Later she added lead ad forms.
The result
By the end of the first day, every new client reached an employee within minutes, with an automatic welcome message.
A made-up company, to show the idea. The numbers are rounded.
Did this guide solve it?
If not, we’ll ask what was missing.