Skip to main content
Waply gets you from zero to live customer conversations in a handful of steps. This guide walks you through signing up, connecting your first channel, setting up a basic automation, and sending or receiving your first message. You don’t need a credit card to start — every plan includes a 7-day free trial.
1

Create your account

Go to app.waply.io and click Get started free. Enter your name, business email, and a password, then confirm your email address when the verification message arrives.
Your free trial gives you full access to all features on the Growth plan for 7 days. No credit card is required until you’re ready to upgrade.
2

Connect your first channel

After you log in, Waply prompts you to connect a messaging channel. You can connect WhatsApp Business, Instagram DM, Facebook Messenger, or a Webchat widget.Select the channel you want to set up and follow the on-screen instructions. For detailed steps for each channel, see Connect your messaging channels.
You can connect additional channels at any time from Settings > Channels.
3

Invite your first team member (optional)

If you have colleagues who will handle conversations, invite them now so they’re ready when messages arrive.
  1. Go to Settings > Team.
  2. Click Invite member.
  3. Enter their email address and select a role — Agent for front-line responders, Admin for full access.
  4. Click Send invite.
Your teammate will receive an email with a link to join your Waply workspace. You can skip this step and invite people later.
4

Set up a keyword auto-reply

A keyword auto-reply is the fastest way to see Waply’s automation in action. When a contact sends a message containing your chosen word or phrase, Waply sends a reply automatically.
  1. Go to Automation > Flows and click New flow.
  2. Give the flow a name, such as “Pricing inquiry”.
  3. Under Trigger, select Keyword received and enter a word — for example, pricing.
  4. Add a Send message action and type the reply you want Waply to send.
  5. Click Activate.
Start with a simple keyword like “hello” or “hi” to test that your automation is working before you build more complex flows.
5

Send or receive your first message

With your channel connected and your auto-reply active, you’re ready to test end-to-end.To receive a message: Send a message to your connected channel from a personal device — for example, send pricing to your WhatsApp Business number. You should see the conversation appear in your Inbox and the auto-reply arrive on your device.To send a message: Open the Inbox, click New conversation, select a contact, choose a channel, and type your message.
WhatsApp requires you to use an approved Message Template to initiate a conversation with a contact. If you’re sending the first message, select a template from the template picker in the compose window.

​
What to explore next

Connect more channels

Add Instagram DM, Facebook Messenger, and Webchat to your inbox.

Build conversation flows

Create no-code automations triggered by keywords, events, or schedules.

Set up your AI Agent

Let AI handle routine inquiries around the clock.

Invite your team

Add agents, assign conversations, and manage permissions.