Going live: your first-day checklist
Everything to set up so your AI agent can start answering customers.
Work through these in order - most businesses are live the same day.
- Connect WhatsApp - Respond Agents → WhatsApp → Connect WhatsApp Business. How to connect
- Fill in your WhatsApp profile - photo, description, address, email and website, so customers know it's really you.
- Add what you sell - Workflows → Products & Services. Your agent only quotes what's listed here. Products & Services
- Set your hours - Calendar → your hours and booking rules. Booking hours
- Connect your calendar (optional) - so bookings land in Google Calendar or Outlook. Calendar sync
- Switch on workflows - Workflows → Marketplace. Marketplace
- Test it - use the Simulator button (bottom right) to chat with your agent exactly like a customer would.
- Add your logo and team - account menu → Settings. Account & team
Once WhatsApp is connected and your products and hours are in, your agent can start answering on its own.
Still stuck?Open your dashboard and choose Chat with support in the account menu, or email support@joiin.co.za. A real person replies.
Email support →