Create the agency account
1
Sign up
Fill in the agency sign-up in the portal. You receive a confirmation e-mail.
2
Confirm the e-mail
The link in the e-mail opens the agency portal. If the link does not open the portal, ask for a new confirmation e-mail.
3
Choose the plan
On the plan selection screen, select the Supporter Plan or the Conventional Plan.
Choose the plan
The prices and conditions above may change. Always check the plan selection screen in the portal.
Deadline to have a plan
An agency without a plan has until November 20, 2026 to subscribe to one. After that date, the agency dashboard is locked until any plan, Supporter or Conventional, is subscribed. For now, the agency’s clients keep being served. See Deadline to subscribe to a plan and lock. You have 7 days to withdraw from the subscription, and the Supporter Plan includes 5 instances. The details are in Supporter Plan. On the Conventional Plan, canceling during the trial keeps access until the end of the 7 days, with no charge. Canceling after payment keeps access until the end of the paid month.Create the first client
In Organizations, use New client. The wizard has 5 steps, and inviting the client is one of them. Each client starts with an organization, and users are invited through it.Next steps
- Assign an instance to the client’s organization. The channel type (WhatsApp by QR code, official WhatsApp, Instagram, and others) is chosen when you assign it.
- Invite the users through the client’s organization.