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BASICS GUIDE

Get started with Waflo

From mobile number verification to your first Waflo dashboard.

Steps

  1. 1

    Enter your mobile number

    Open Waflo, enter your mobile number, then select Send OTP.

    Open Waflo ↗
    1. Enter your mobile number.
    Waflo mobile number entry screen

    1. Enter your mobile number.

  2. 2

    Verify the OTP

    Enter the six-digit code sent to your mobile number and select Confirm. If it does not arrive, use Resend.

    2. Verify your mobile number.
    Waflo six-digit OTP entry screen

    2. Verify your mobile number.

  3. 3

    Add your business information

    Enter your name, business name, type, city, and state. GSTIN is optional. Select Create free workspace.

    3. Create your workspace.
    Waflo business information form

    3. Create your workspace.

  4. 4

    Connect WhatsApp through Meta

    Select Connect WhatsApp securely during onboarding. If you skipped this step, finish it from WhatsApp → Settings before sending or scheduling WhatsApp messages. In the Facebook Login for Business window, review the introduction and select Continue.

    4. Complete the secure connection before using WhatsApp messaging.
    Connect WhatsApp securely button during onboarding

    4. Complete the secure connection before using WhatsApp messaging.

    If you skipped onboarding setup, finish it from WhatsApp → Settings.
    WhatsApp Settings with Start secure WhatsApp setup button

    If you skipped onboarding setup, finish it from WhatsApp → Settings.

    Continue in the Meta authorization window.
    Meta embedded signup introduction window

    Continue in the Meta authorization window.

  5. 5

    Select your business assets

    Choose the correct business portfolio and WhatsApp Business account. Check both selections, then select Next.

    5. Select the business assets you want to connect.
    Meta business portfolio and WhatsApp Business account selectors

    5. Select the business assets you want to connect.

  6. 6

    Review and confirm

    Review the access Waflo requests. If the business and WhatsApp account are correct, select Confirm. Return to Waflo and wait for the connection status to update.

    6. Review the requested access before confirming.
    Meta access review and Confirm button

    6. Review the requested access before confirming.

  7. 7

    Open your dashboard

    Select Go to dashboard when onboarding is complete. The sidebar gives you access to CRM, WhatsApp, Billing, and other Waflo tools.

    Open dashboard ↗
    7. Your Waflo dashboard.
    Waflo dashboard with sidebar and quick actions

    7. Your Waflo dashboard.