From your first login
to your first reply.
Clear steps, useful links and a little less guesswork. Find the guide you need, or keep the full handbook by your side.
Updated 29 September 2026 · Free to read. No sign-in needed.
Start with your account. Then connect a channel.
You can set up your business before applying for a WhatsApp badge.
What would you like to do?
12 guides
Create your Conversaa account
Register, confirm your email and set up your business before connecting a channel.
Read guideConnect WhatsApp
Link the correct business number and prove that messages work in both directions.
Read guideVerify your business with Meta
Prepare matching business records and follow the verification process in your own portfolio.
Read guideChoose your verification documents
Choose an accepted document for your business type. Fill optional fields only when they apply.
Read guideIndia: choose your business type
Choose the structure your records support, not the option that sounds more established.
Read guideIndia: verification checklist
Prepare identity evidence, matching details and a way to confirm your connection.
Read guideGet your WhatsApp name reviewed
Help customers recognise your brand instead of seeing only a phone number.
Read guideUnderstand the blue badge
Choose the route that applies to your account. A badge is optional and not guaranteed.
Read guideConnect Instagram and Messenger
Give Conversaa access to the correct professional account and Facebook Page.
Read guideTeach your assistant and set its voice
Give it reliable facts, approve answers and make replies sound like your business.
Read guideUse bookings, offers and creatives
Publish accurate information and check the complete customer journey before promoting it.
Read guideGo live and solve common issues
Use this final checklist and send the right evidence when you need help.
Read guide