Quickstart

Prerequisites

Before you begin, you'll need:

• A Veya account (sign up here)
• A WhatsApp Business account (for WhatsApp integration)
• An email account (for email integration)

Step 1: Create an Organization

After signing up, create your first organization:

1. Click Create Organization in the dashboard
2. Enter your organization name
3. Invite team members (optional)

Step 2: Connect a Channel

WhatsApp Business API

1. Go to Settings > Channels > WhatsApp
2. Click Connect WhatsApp
3. Follow the Meta Business verification process
4. Select your WhatsApp Business phone number

Email

1. Go to Settings > Channels > Email
2. Click Add Email Account
3. Enter your IMAP/SMTP credentials
4. Test the connection

Step 3: Start Messaging

Once your channel is connected:

1. Go to Inbox
2. Click New Conversation
3. Select a contact or enter a phone number/email
4. Start chatting!

Step 4: Create Your First Workflow

Automate responses with workflows:

1. Go to Workflows > Create Workflow
2. Add a Message Received trigger
3. Add a Send Message action
4. Set up your auto-reply
5. Publish the workflow

Next Steps

• Inbox Guide - Master the unified inbox
• Workflow Builder - Create automations
• API Integration - Build custom integrations