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Boldally Chat

What do you need help with?

Guides for the shared WhatsApp inbox: setup, messaging, templates, campaigns, automations and billing.

Or start with the five setup steps, or jump to troubleshooting.

New here? Five steps, in order

  1. Understand what you are signing up forYour WABA, Meta's charges, and what you need in hand.
  2. Create your account and subscribeThere is no trial. Payment comes before setup.
  3. Connect your WhatsApp numberMeta's sign-in flow, then check four status cells.
  4. Invite your teamAdmins run the workspace, agents run the inbox.
  5. Send your first messageWhy the first one has to be an approved template.

Browse by who you are

Owners and admins

Set the workspace up and keep it running: the WhatsApp connection, phone numbers, team and roles, billing, data retention.

Agents

Work the shared inbox: replies and media, the 24-hour window, quick messages, assignment, notes, tags and contacts.

Developers

How the WhatsApp Business Platform fits together, template variables, the Shopify event catalogue, and what is not built yet.

Still stuck?

Live chat reaches the people who build Boldally Chat. Bring your workspace name, what you expected, and what happened instead.

What to include, and what we can and cannot do