Add-ons: account manager and Done-for-you set-up

One named person looks after your account. They make the ongoing changes you ask for, like editing a workflow or a template. They keep your set-up tidy.

We set up your account for you. It takes about a day after you send the intake form. WhatsApp goes live once Meta approves your number.

What is included:

1. 1A 30-minute kick-off call.
2. 2Your industry template loaded: pipeline, fields, tags and dashboard.
3. 3Your business details filled in: hours, address, Maps, booking and review links.
4. 4Your team invited, with roles and a default owner.
5. 5Your channels connected and tested: chat box, email, calendar, Facebook and Instagram, Google Business Profile, your store if you sell online, and your email sending domain.
6. 6WhatsApp connected and up to 5 message templates written and submitted.
7. 7The AI chat agent trained on up to 30 of your questions, or your website, and tested.
8. 8One contact list imported and cleaned.
9. 9Ready-made automations switched on: instant reply, booking reminders and no-reply follow-up.
10. 10A 30-minute handover call and 14 days of priority help.

Not included: custom workflows beyond the templates, websites, funnels, ads, merging contacts from several messy sources, and ongoing changes. Ongoing changes are what the account manager is for.

Done-for-you set-up is included with Pro yearly.

Send us a ticket. See Getting help.