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Customer Pro

Getting started

Create your account

Sign up, verify your email and land in a workspace of your own.

On this page

Signing up creates two things at once: a personal user account, and an organization — the workspace that owns your WhatsApp numbers, contacts, templates and billing. Everyone you invite later joins that same organization.

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Creating your account

Creating the workspace #

  1. Fill in the sign-up form

    Name, email and a password. The email address is where verification and password resets go, so use one you can actually receive mail at.
  2. Verify your email

    A verification link is emailed to you. Until you click it, parts of the app that require a verified address stay closed. You can request a fresh link from the prompt if the first one expires.
  3. Choose a plan

    A workspace needs an active subscription before the main navigation opens up. Without one, every other page redirects back to Subscription — deliberately, so you are not walked into a dead end.
  4. Connect a WhatsApp number

    The last step, and the one that makes the product do anything. See Connect a WhatsApp number.

Joining an existing workspace #

If a colleague sent you an invitation link, do not sign up from the front page — open the invite link instead. It carries a token that puts you in their organization rather than creating a second, empty one.

Roles you can be given #

Field What it does
Owner Full control, including billing, the Razorpay connection and deleting the workspace. There is normally one.
Admin Everything except owner-only billing setup. Can invite people and manage roles.
Agent Works the inbox and contacts. Cannot change billing, roles or connected numbers.

These are the built-in roles. You can also compose custom roles from individual permissions.

Where to go next #