Onboarding · Step 1 of 2

Workspace initialization

Complete the tenancy foundation before connecting WhatsApp assets. This ensures tenant isolation, role control, and clean auditability from day one.

  1. 1

    Create tenant and primary workspace

    Your isolated environment with its own data boundary.

  2. 2

    Invite tenant admin or manager

    Role-based access from the first login.

  3. 3

    Define timezone, locale, and workspace profile

    Operational defaults for SLAs and reporting.

  4. 4

    Prepare WhatsApp embedded signup

    Have your Facebook Business account and phone number ready.

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