Your first day with WAFlow
A short checklist that takes you from a fresh install to a working setup, one small step at a time.
You do not need to learn every tool at once. Work through this list in order. Each step takes a few minutes, and each one gives you something useful straight away.
When you try a tool that sends messages, use your own number or a friend's for the first tests. It is the safest way to see exactly what a customer would receive.
1. Set your name and signature#
Open Settings (the gear), choose Module settings, and fill in the You section: your name, and a signature line such as your business name. It is added to the messages you send with WAFlow. Full details in Module settings.
2. Save your best replies#
Open Canned Responses (icon 8) and add a reply you type every day, with a short shortcut such as pricing. From now on, typing /pricing in any chat sends it. See Canned Responses.
3. Add a few tags#
Open a chat, click Contact details (icon 15), and tag the person: Lead, Customer, VIP or Follow up. You can create your own tags. See Tags and custom fields.
4. Put your chats on a board#
Open Kanban (icon 10). Your chats appear as cards. Drag one to Contacted or Negotiation as the deal moves forward. See Kanban.
5. Let a bot answer the first questions#
Create a Message Bot for a common question, for example the keywords price and cost, with your price list as the reply. Or start from a ready-made chatbot template.
6. Set a reminder#
Open a contact, choose the Reminder tab, and set a follow-up. WAFlow shows a notification when it is due. See Notes and reminders.
7. Make a backup#
Open Settings → Backup and restore and download a backup file. Do this from time to time, and always before you erase data or move to another browser. See Import and export data.
Good habits from day one#
- Keep WhatsApp Web open in Chrome. Bots, schedules and reminders only run while it is open.
- Keep delays between messages natural: five seconds or more. See Safe sending.
- Turn on Blur before you share your screen. See Blur.
- Look at Settings → Module settings → Recent activity if a bot behaves oddly. It lists what your automations did.
What next?#
| I want to… | Read |
|---|---|
| Send an offer to many people | Send Message or Schedule Broadcast |
| Answer questions while I sleep | Chatbot Flows or AI Assistant |
| Book appointments | Appointments and Calendar |
| Send new leads to a spreadsheet | Webhooks |
| Check numbers before a broadcast | Number validator |