Get a Free WhatsApp Business Account – Includes Onboarding, API Access & Sandbox. Apply Now!
How It Works

From sign-up to your first
campaign — one walkthrough.

Here's exactly what happens after you apply — no vague "we'll be in touch." Our team handles the Meta verification end-to-end while you build and test in a safe sandbox.

1
Step One
Sign Up Free

Create your Chatboxx account and tell us a bit about your business — no payment details needed to start. This is also where you apply for WhatsApp Business API access if you don't already have it.

  • Sign up on WhatsApp, or through the dashboard directly.
  • Get a dedicated onboarding contact from our team in Delhi.
Takes about 5 minutes
2
Step Two
Verify Business

Submit your business details and the number you want to use. As an official WhatsApp Business Solution Provider, we handle the entire Meta verification process on your behalf — you don't deal with Meta directly at any point.

  • Existing landline or mobile numbers can usually be migrated, as long as they aren't already active on the regular WhatsApp or Business app.
  • We manage Meta Business Manager setup and display name approval for you.
Usually completes within a few hours
3
Step Three
Build & Test

With your number active, set up message templates, build your first Bot Studio flow, and try a test campaign — all in a safe sandbox environment before anything goes to real customers.

  • Draft and submit message templates for Meta's approval.
  • Design a Bot Studio flow with the drag-and-drop builder — no developer required.
  • Upload a small test contact list and map columns to a template to see a real send end to end.
Self-paced — most teams finish in a day
4
Step Four
Launch & Scale

Go live with your full contact list, run your first real campaign, and turn on Team Inbox for support. From here it's just about adding the next module — Verify, more automation, or API integration — as you grow.

  • Real-time delivery, read, and click tracking from your very first send.
  • Our support team stays on call for the first few sends to make sure everything's running smoothly.
You're live — start to finish, under 24 hours
Before You Start

What you'll need on hand

Keep these ready and onboarding moves a lot faster — most of this can be sent over WhatsApp during the sign-up chat.

A Business Phone Number

A landline or mobile number not currently active on the regular WhatsApp or Business app.

Business Details & Logo

Legal business name, category, and a logo — used for your WhatsApp profile and Meta verification.

A Facebook Business Manager

If you already have one, great — if not, we'll help you set one up as part of onboarding.

A Test Contact List

A small CSV of contacts to run your first test campaign through the sandbox before going live.

A Draft Message or Two

A rough idea of the first message template you want approved — order updates, a welcome message, or an offer.

Who's on Your Team

Names or emails of the agents who'll need access to the Team Inbox, so we can set up their logins.

Onboarding FAQs

Questions people ask before starting

How long does the whole process actually take?

Most businesses go from sign-up to their first live campaign in under 24 hours. Meta's verification is usually the fastest step since our team handles it directly; building and testing templates or a bot flow is what takes the most time, and that's entirely at your own pace.

Do I need a developer for onboarding?

No. Everything through Step Three — templates, Bot Studio flows, test campaigns — is built through the dashboard with no code. A developer is only useful later if you want to connect Chatboxx to your own CRM or ERP through the REST API.

What happens if my message templates get rejected?

Meta occasionally rejects templates for formatting or policy reasons. Our onboarding team reviews your drafts before submission to catch most issues early, and helps you revise and resubmit anything that does get rejected.

Can I add more products later, after launch?

Yes — every Chatboxx module runs on the same WhatsApp number and dashboard. Start with Campaigns and add Bot Studio, Team Inbox, or Verify whenever you're ready, with no separate onboarding needed.

Ready to see Step One in action?

Message us on WhatsApp and we'll start your onboarding right there — no forms, no waiting for a callback.

Get Free Demo on WhatsApp Contact Us →