Skip to main content

​
What it is for

Each client of the agency is an organization. The New client wizard creates that organization and takes you all the way to WhatsApp connected, in 5 steps. You can stop and continue later: the draft is saved.

​
Who can do it

Only the agency Owner and Admin create clients. Someone in read-only mode (for example, inside an Open as client session) sees the notice “You are in read-only mode: clients cannot be created.”

​
Where to click

In the portal, open Today and use the New client shortcut, or open Clients › Organizations and use New organization. The screen’s address is /agencia/clientes/novo.

​
Step by step

1

Client data

Fill in Company name, Owner name and Owner e-mail. The owner gets the invite under your agency’s brand and joins as Owner. Company ID (CNPJ) or CPF and Owner WhatsApp help, but the CNPJ or CPF can be left for later (it goes to the billing record).
2

Plan and price

Choose the plan the client will use. The cost is what you pay STChat. The price is what the client pays you. Under Price for (the client’s name), the plan’s default value appears, and you can change it just for this client. Setup fee (once) is optional and is charged on the first statement. If there are no plans yet, use Create plan.
3

Start with

Choose an official kit, an agency template or Blank organization. The kit creates tags, quick replies and a pipeline already set up. It does not bring contacts or chats, and nothing that already exists with the same name is replaced.
4

Owner invite

The owner joins as Owner and you stay as the agency Admin. Choose Set a password now (you hand the access to them) or Send an email invite (they create their own password). The invite can also go through the agency’s WhatsApp, by email, or you can just copy the link. The link is valid for 7 days and works only once.
5

Connect WhatsApp

Use Scan now to read the QR code right away, or Send pairing link so the owner connects from the company phone. This link is valid for 24 hours and works only once.

​
What happens next

The organization is created and appears in Organizations. The final screen shows “Invite sent to” the owner’s email and warns that WhatsApp still needs to be connected. Use Connect WhatsApp or See organizations. Creating the organization does not assign an instance on its own. Step 5 uses a free instance from the agency. See How to link an instance.

​
Common errors

  • “No free slot. The agency uses X of Y organizations.” Use Buy more organizations.
  • “Enter the company name.” and “Enter a valid e-mail.”
  • “Invalid CNPJ or CPF. Check the numbers.” and “Invalid WhatsApp. Include the area code.”
  • “Pick a plan to continue.”
  • “The chosen kit no longer exists. Pick again.”
  • “The client was created, but the invite did not go out. Try resending in Team.”
  • “We are already creating this client. Wait a moment.”
  • “Only the agency Owner and Admin create clients.”

​
Next step