Most businesses are ready to reply to customers within an hour. Broadcasts take a little longer, because Meta reviews your templates and, for larger sends, your business. Here is the whole path in order.
Before you start
Have these ready. They are Meta's requirements, not ours, and having them to hand saves a second attempt.
- A Facebook account that is an admin of your business portfolio in Meta Business Suite (you can create the portfolio during signup if you don't have one).
- A phone number for WhatsApp that can receive an SMS or a voice call for Meta's verification code. It must not be connected to another WhatsApp Business API provider.
- Your business's legal name, address and website, exactly as they appear on your registration documents. Meta checks them during business verification.
- A card you can add to Meta's Billing hub. Meta bills you directly for paid messages.
Set up, step by step
Create your workspace
Sign up with your work email, a password of at least 12 characters and your business name. We email you a link to confirm the address. Everything your team does lives in this workspace.
Connect WhatsApp through Meta
Click Connect WhatsApp. Meta's own window opens: sign in, choose the business portfolio, choose or create the WhatsApp Business Account, add your number and enter the code Meta sends to it, then approve access for QuickSamvaad. We finish the setup in the background, usually in under a minute.
Finish on Meta's side
The checklist that appears after connecting shows what is left: verify your business in Meta's Security Center (this lifts the starting limit of 250 people a day), wait for your display name to be approved, and add a payment method in Meta's Billing hub.
Invite your team
In Settings → Team, invite colleagues by email and pick a role for each: agents answer chats, managers also run campaigns and bots. See Invite your team and choose roles.
Get your first template approved
Go to Templates and create one, or clone a ready-made starter for coaching institutes, clinics or online stores. QuickSamvaad checks it against Meta's rules as you type; then submit it for Meta's review.
Bring in your contacts
In Contacts → Imports, upload a CSV. Map the phone column, and record marketing consent only for people who actually agreed to promotions. Contacts without consent can still get utility messages and replies.
Send your first broadcast
In Campaigns, create a campaign: choose the audience, the template and the sending number, set the time, then review the estimate of recipients and Meta's cost before you launch. Broadcasts are part of the paid plans.
Replying to customers
As soon as your number is connected, every message customers send it arrives in the Inbox. When a customer writes to you, a 24-hour window opens in which you can reply freely; the first 1,000 of these replies each month are free. After the window closes you need an approved template. The inbox shows the time left on every conversation. WhatsApp rules, explained covers the window in detail.
A sensible first week
- Reply from the inbox for a few days before you broadcast. Conversations customers start build your quality rating.
- Publish one simple bot, for example opening hours and a menu of common questions, with a hand-off to a person.
- Send your first campaign to a small, opted-in segment. Watch the delivery and read rates in its report before sending to everyone.
- Check Settings → Channels for your quality rating and messaging limit.
Common questions
- How long does it take to start sending broadcasts?
- Connecting takes minutes. Template review by Meta is often quick but can take up to a day. Until Meta verifies your business you can message 250 people in any 24 hours, so verify early if you plan larger sends.
- Do I pay QuickSamvaad for every message?
- No. You pay QuickSamvaad for your plan. Meta charges for paid messages directly to the card on your Meta account, at Meta's rate, with no markup from us. See Billing, Meta charges and GST invoices.
- Can I use the same number on my phone?
- Only with coexistence, which keeps the WhatsApp Business app working alongside QuickSamvaad, with a lower sending speed. A number moved fully to QuickSamvaad stops working in the app.