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      • Overview 
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      • Template Management 
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    • Onboarding Requirements 
    • Onboarding Process 
    • Modules in WhatCX 
    • Conversation Flow 
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    • Glossary 
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    • First Steps 
    • Modules in depth
      • Contacts 
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    • FAQs 
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  • Free Plan 
    • Plan Overview 
    • Pre-requisites 
    • Connect your WhatsApp Cloud API 
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Get WhatCX for Free
WhatCX Knowledgebase WhatCX Knowledgebase
Get WhatCX for Free
WhatCX Knowledgebase
  • Home 
  • Getting Started 
    • Introduction 
    • WhatsApp Cloud API
      • Overview 
      • How pricing works 
      • Daily Broadcasting Limits 
      • Template Management 
      • Register for Cloud API 
      • Supported API Providers 
    • Onboarding Requirements 
    • Onboarding Process 
    • Modules in WhatCX 
    • Conversation Flow 
    • Billing & Wallet 
    • Glossary 
  • Using WhatCX 
    • First Steps 
    • Modules in depth
      • Contacts 
      • Conversations 
      • Broadcast 
      • Templates 
      • QR Codes & Widgets 
      • Actions Framework 
      • Forms 
      • Bots 
      • Feedback 
      • Enquiry 
      • Admin 
    • FAQs 
    • API Docs 
  • Free Plan 
    • Plan Overview 
    • Pre-requisites 
    • Connect your WhatsApp Cloud API 
  • Forums 
  • Support Tickets 
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  1. Home
  2. Using WhatCX
  3. First Steps
Updated on February 17, 2023

Docy Child

Using WhatCX

  • First Steps
    • Setup WhatsApp Profile
    • Invite Users & Setup Teams
    • Add money to your Wallet
    • Setup Contact Tags & Custom Fields
    • Create & Import Contacts
    • Have your first Conversation on WhatCX
    • Schedule your first Broadcast
    • Setup your first bot
  • Modules in Depth
    • Contacts
      • How to add Contacts manually?
      • How to import contacts and map the CSV?
      • How to apply Advance Filters and create a Contact List?
    • Conversations
      • How to manage chat in conversation module?
      • How to update Contacts Profile, add Sticky Agents & Tags?
    • Broadcast
      • How to schedule a Broadcast?
      • What are the different audience types in Broadcast?
    • Templates
      • How to Create Templates on WhatCX?
    • QR Codes & Widgets
      • How to create QR & Widgets?
      • How to customize your QR & Widget?
    • Bots
      • How to create a Bot?
      • How to create a Chat Block?
    • Forms
      • How to create Forms?
      • Benefits and Use Cases of Integrating Forms
      • Form Data and Analytics
    • Feedback
    • Enquiry
    • Admin
      • How to setup Office Hours?
      • How to configure Conversations settings in Admin?
      • How to configure Global Settings?
      • How to configure Integrations?
  • FAQs
  • API Docs

First Steps

Estimated reading: 2 minutes
Next Steps for Success: Optimizing WhatCX for Onboarded Businesses. "This guide covers the initial steps for setting up WhatCX for onboarded accounts. For assistance with onboarding, the WhatsApp Cloud API, and our free plan, please click here.

WhatCX is a communication platform built on the WhatsApp Cloud API that helps businesses manage their sales, marketing and customer service at scale. To take full advantage of all the features offered by WhatCX, we recommend that you go through this document and perform all necessary initial steps.

Setup WhatsApp Profile

Quickly setup how your WhatsApp Business profile looks within WhatCX.

Invite Users & Setup Teams

WhatCX is more fun with your teammates. Invite them over.

Add money to your Wallet

Learn how to recharge your WhatCX Wallet and see the balance.

Articles

  • Setup WhatsApp Profile
  • Invite Users & Setup Teams
  • Add money to your Wallet
  • Setup Contact Tags & Custom Fields
  • Create & Import Contacts
  • Have your first Conversation on WhatCX
  • Schedule your first Broadcast
  • Setup your first bot

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