Getting Started with Whaterakt: Your First 30 Minutes

Welcome to Whaterakt! This guide walks you through the essentials — from sign-up to your first broadcast — in under 30 minutes.

Step 1: Create Your Account (2 minutes)

Go to whaterakt.com/register. Enter your name, email, and WhatsApp number. Verify your number with the OTP sent via WhatsApp. Create your workspace (give it a name like your business name). That's it — you're in.

Step 2: Connect a WhatsApp Number (5 minutes)

Go to Devices → Add Connection. Choose your connection type:

• WhatsApp Cloud API (Official): Best for reliability and scale. Requires a Meta Business account (see our WABA setup guide).
• Unofficial API (QR Code): Fastest setup. Scan a QR code with your phone's WhatsApp (just like WhatsApp Web). No Meta account needed.

For testing, the QR-code method is instant. For production at scale, use the Cloud API.

Step 3: Import Contacts (3 minutes)

Go to Contacts → Import. Upload a CSV with columns: name, phone (with country code), email, and any custom fields. You can also add contacts manually or sync from Shopify/Google Sheets.

Organize contacts into groups (e.g., "VIP Customers", "Diwali Campaign", "Leads") for targeted broadcasts.

Step 4: Send Your First Broadcast (5 minutes)

Go to Broadcasts → New Broadcast:

1. Select your sender number
2. Choose recipients (all contacts or a specific group)
3. Write your message (use {{1}} for the recipient's name)
4. Choose: send now or schedule for later
5. Click Send

Track delivery, reads, and replies in real-time from the Broadcasts dashboard.

Step 5: Set Up an Auto-Reply (5 minutes)

Go to Automation → Auto-Replies → New:

1. Set the trigger keyword (e.g., "price" or "menu")
2. Write the auto-reply message (include a CTA)
3. Save and enable

Now every time someone messages you the keyword, they get an instant response — even at 3 AM.

Step 6: Invite Your Team (3 minutes)

Go to Settings → Team Members → Invite. Enter your teammates' emails. They'll get an invite link. Once they join, assign conversations to specific agents from the inbox. Everyone sees a shared inbox with collision detection (you'll never double-reply again).

Step 7: Explore Advanced Features

Once you're comfortable with the basics, explore:

• Flow Builder: Multi-step automated conversation flows
• Campaigns: Scheduled, multi-day drip campaigns
• CRM Pipeline: Visual deal-tracking board
• AI Assistant: AI-powered reply suggestions and training
• Integrations: Connect Shopify, WooCommerce, Google Calendar, and more

Tips for Success

• Start with one number and scale as your list grows
• Always get opt-in before broadcasting (don't spam)
• Personalize messages with names and past purchases
• Test with a small segment before blasting your entire list
• Monitor delivery rates — if they drop, your number may be flagged

Need Help?

Our support team is available via in-app chat. Check the Guides & Tutorials section for detailed walkthroughs, or reach out anytime.