Step-by-step how-tos
Open a guide to see the steps.
Connect your WhatsApp numberPut your business number on the official WhatsApp Cloud API.+
- 1Sign in — the setup wizard opens, or go to Settings → Configuration & Webhook.
- 2Log in with the Facebook account that manages your business.
- 3Choose or create your WhatsApp Business Account and pick your number.
- 4Verify the number with the code WhatsApp sends — you're connected.
Train your AI assistantTeach the AI your products, prices and answers.+
- 1Open AI Assistant → Knowledge Base.
- 2Add your common questions and the exact answers you want.
- 3Write your business details — timings, address, delivery, payment.
- 4Set the welcome and away messages in Prompt Manager, then switch the AI on in AI Status.
Create a template with a pictureTemplates are needed to message customers first.+
- 1Go to Marketing → Templates → Create.
- 2Pick the category (Marketing or Utility) and language.
- 3Choose an image header and upload your picture; write the message.
- 4Add call or website buttons and submit — Meta usually decides within minutes.
Send a broadcast campaignReach your whole list or a segment in one go.+
- 1Open Marketing → Broadcast.
- 2Import contacts from Excel, CSV, Word or PDF — or pick a segment.
- 3Choose an approved template (or a flow) and preview it.
- 4Send now or schedule, then watch delivered, read and replies.
Build a chatbot flowMenus that guide customers step by step.+
- 1Open AI Assistant → Chatbot Flows → New flow.
- 2Write the first message and add buttons or a list (up to 10 options).
- 3Add a reply step for each option — text, picture, video or document.
- 4Set it as the default flow for new chats, or link it to a template.
Set up bill remindersEach customer gets their own amount and due date.+
- 1Open Bill Reminders and add customers, or import a list.
- 2Enter the amount and due date for each one.
- 3Pick the approved reminder template.
- 4Reminders go out on schedule — see who replied in Reports → Reminder Responses.
Add your teamGive staff their own login and the right access.+
- 1Open Team Management → Employees → Add.
- 2Enter their name, email and a password.
- 3Choose a role (Team Management → Roles & Permissions) — chats, contacts, campaigns.
- 4They sign in on the website or the mobile app with those details.
Recharge your walletPay by UPI and get your balance added.+
- 1Open Wallet & Top-up in your dashboard or the app.
- 2Scan the QR (or copy the UPI ID) and pay the amount.
- 3Enter the amount and the UTR number from your UPI app.
- 4Adsytech verifies the payment and adds it to your wallet.
Getting started in 6 steps
The path from sign-up to your first AI reply.
Answers to common questions
Why is my AI not replying?+
Check three things: your WhatsApp number shows Connected on the dashboard, the AI is switched on in AI Assistant → AI Status, and your wallet has balance.
Why was my template rejected?+
Meta rejects templates that look like spam, have mismatched variables, or promise things it doesn't allow. Keep the message clear, use an approved category, and resubmit with changes.
Can I message a customer who hasn't messaged me?+
Yes, but only with an approved template — WhatsApp's rule for business-initiated messages. Once they reply, you can chat freely for 24 hours.
Can I use my number on my phone too?+
Numbers on the WhatsApp Cloud API are managed from your Adsytech dashboard and app. Our team will explain the options for your number before connecting it.
How do I get my data out?+
Contacts, leads and reports can be exported to Excel from the panel at any time.
How do I delete my account?+
In the app: My Profile → Delete My Account. Or see the Delete Account page for how to ask us.
Can't find your answer? Contact support
