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Guides for getting set up and making the most of bizChatFlow.

Getting started

Creating your account

Sign up with your name, email and a password of at least 10 characters. We'll email you a confirmation link — open it and click “Confirm my email” to activate your account. Links expire after 24 hours; you can request a new one from the sign-in page.

Setting up your business

After confirming your email you'll name your business and choose its category. The setup guide then asks for contact details, address and timezone, logo, working hours and a plan. Optional steps can be skipped and completed later in Settings.

Running more than one business

Each business gets its own workspace with separate customers, team and settings. Use the workspace switcher at the top of the app to move between them.

Team & permissions

Inviting teammates

Owners and admins can invite people from Team → Invite teammate. The invitee receives an email link that expires after 7 days, and must sign in with the invited email address to join.

Roles explained

Owner: full access including billing. Admin: manages the workspace and team, but not billing. Manager: runs campaigns, automations, contacts and appointments. Agent: handles conversations, contacts and appointments. Viewer: read-only.

Keeping your account secure

In Settings → Your account you can change your password and see every device that's signed in. Changing your password signs out your other devices.

WhatsApp setup

What you need to connect WhatsApp

A Meta Business account you can administer, a phone number that can receive a verification SMS or call, and a display name that follows Meta's guidelines. The number cannot be active on the WhatsApp or WhatsApp Business app at the same time.

The 24-hour customer service window

When a customer messages you, you can reply freely for 24 hours. Outside that window, WhatsApp only allows pre-approved template messages.

Opt-in and opt-out

You may only send marketing messages to customers who agreed to receive them. Customers can opt out at any time, and bizChatFlow stops marketing messages to them immediately.

Plans & billing

Free trial

Every workspace can start one 14-day free trial of any plan, without a card.

WhatsApp charges

Meta charges separately for certain conversations and template messages. These are not part of your bizChatFlow subscription.

Still stuck? Email us.