Quickstart

Create a workspace, connect WhatsApp, and send your first automated message in under 5 minutes.

Prerequisites

• A WhatsApp Business Account (WABA) registered through Meta
• Admin access to your Meta Business Manager
• A verified phone number added to your WhatsApp Business Account

Don’t have a WhatsApp Business Account yet? Follow Meta’s guide to create one before continuing.

Step 1 — Sign up for Swiftsell

1. Go to dashboard.swiftsellai.com and create an account.
2. Enter your workspace name (e.g., your company name).
3. You’ll land on the dashboard — your workspace is ready.

Step 2 — Connect your WhatsApp account

Follow the Connect WhatsApp guide to link your WhatsApp Business Account. You’ll need to:

• Collect your App ID, Phone Number ID, and WABA ID from Meta Developers.
• Generate a System User access token with the required Graph API permissions.
• Enter those credentials in Settings → WhatsApp and configure the webhook.

Once connected, incoming messages from your WhatsApp number will appear in Swiftsell.

Step 3 — Build your first automation

1. In the sidebar, navigate to Automation.

2. Click New Bot and give it a name (e.g., “Welcome Bot”).

3. Click the Start Flow block to configure which WhatsApp number triggers this bot.

4. Add a Message block and type a welcome message, for example:

   Hi {{contact.name}}! Welcome to Acme Corp. How can we help you today?
   

5. Click Deploy to make the bot live.

Step 4 — Test it

Send a message from any WhatsApp number to your connected business number. You should see:

• The incoming message appear in Live Chat.
• The bot’s automated reply arrive within seconds.

Step 5 — Import your audience (optional)

To send campaigns to existing customers:

1. Go to Audience and click Import.
2. Upload a CSV with at least a phone column (E.164 format, e.g., [phone]).
3. Map columns to contact attributes and complete the import.

Your contacts are now available for targeting in campaigns.

What’s next?

Add action blocks

Explore all 14 action blocks — collect input, branch on conditions, call APIs, hand off to agents.

Send a campaign

Send a one-time broadcast or set up a trigger campaign that fires automatically.

Set up a voice agent

Deploy an AI agent to handle inbound phone calls.

Add your team

Invite agents and create teams for conversation assignment.