What it is for
The first week is a 5-step checklist that gets the organization ready to serve customers. At the end, WhatsApp replies outside business hours, you have a link to send to a customer and you have already answered your first conversation. You can stop and come back whenever you want: your progress is saved.Who can do it
The Owner or an Admin does the checklist. Other people see the notice “The first week is run by the Owner or an Admin” and keep answering conversations as usual. Turning on automatic replies and creating the link are also only for the Owner and Admin.Where to click
The Owner’s invitation takes you straight to the checklist (/comecar). Afterward, the Get everything ready card on Home shows the current step and the Do it now button. In the Help menu, the First steps item shows how many steps are done and, if you hid the card, Show on Home again brings it back.
Step by step
1
Connect WhatsApp
On the welcome screen, click Start with WhatsApp. On the company phone, open WhatsApp, tap Linked devices and point the camera at the code that appears. If the code expires, click Generate another code. Prefer the official one? Use Connect with the Official WhatsApp. If the organization does not have a WhatsApp yet, the screen warns you and offers to talk to the agency; the other steps stay available. Details in How to connect WhatsApp by QR code.
2
Bring in your contacts
Choose CSV file (a list with name and phone), I’m coming from another system or Quero que a agência traga para mim. If you prefer, click Skip: your contacts arrive through WhatsApp. While the import is running, the screen shows “Your contacts are arriving” and you can move on.
3
Turn on automatic replies
Check the Business hours (Monday to Friday, Saturday and Sunday; each day can be Closed), read the Welcome and After hours texts and see What the client sees. Click Turn on both. This creates two automations that are turned on: Welcome and After hours.
4
Create your first link
Choose Booking link, Pix payment link or Business card and click Create and send to me. The link arrives on your WhatsApp. The business card has Download PDF to print. The payment link needs the payments account to be connected. Use Skip if you do not want to now.
5
Answer your first conversation
Ask someone to send “hi” to the company’s WhatsApp. The conversation appears on the screen; click Open and reply. If there is no conversation yet, use Copy the wa.me link.
What happens next
- Each completed step gets a check mark; the screen shows “X of 5 done”. Do it later leaves the step for another time.
- At the end, the next steps stay on Home, such as Invite the team.
- The card on Home becomes Your first week on days 1 to 7 and Your first 30 days from day 8 to 30, with the steps that the module and the person’s role allow. Hide for now hides the card only for you; Show again brings it back. When everything is done, the card becomes “Done!” and disappears the next day.
Common errors
- The code expired before it was scanned: generate another one and point the camera at it within 1 minute.
- Connect WhatsApp before turning on automatic replies.
- Check the hours: opening must be before closing.
- Only the Owner and Admins turn on automatic replies.
- This feature is not turned on for this account.: the module for the chosen link is turned off. See How to enable modules.
- Add your mobile number to your profile to receive the link.
- Enter an amount of R$ 1.00 or more.: appears on the payment link.