Launch WhatsApp faster with guided onboarding.
Sendwo onboarding helps your team move from signup to a working WhatsApp marketing, automation, inbox, and chatbot setup. Get help with account setup, API readiness, templates, contacts, integrations, team training, and first campaign launch.
From signup to first campaign.
A structured onboarding path for WhatsApp API, templates, automation, inbox, and integrations.
Onboarding is designed to reduce confusion and help your team use Sendwo confidently from the beginning.
Buying WhatsApp software is easy. Setting it up correctly is where growth starts.
Many businesses sign up for a WhatsApp platform but struggle with templates, API setup, contacts, opt-ins, integrations, automation, and team usage. Sendwo onboarding helps you avoid that slow start.
WhatsApp API readiness
Understand what is needed for WhatsApp API setup, number onboarding, account access, business details, and messaging readiness.
Request free API audit →Template preparation
Plan useful templates for campaigns, order updates, lead follow-up, COD confirmation, appointment reminders, and reactivation.
Chatbot and automation setup
Build practical flows for FAQs, lead capture, support routing, abandoned cart, reminders, and customer engagement.
Explore WhatsApp chatbot →Contacts and segmentation
Organize contacts, lists, labels, custom fields, opt-in sources, and campaign groups so your broadcasts are cleaner.
Integration guidance
Connect Sendwo with ecommerce stores, forms, CRMs, automation tools, payment systems, and other business workflows.
View integrations →First campaign launch
Prepare your first live campaign with better audience selection, message structure, CTA clarity, and basic tracking.
A structured path from setup to go-live.
The exact onboarding scope depends on your plan, use case, and setup status. This roadmap shows how Sendwo helps businesses move in the right order.
Plan selection and account activation
Choose the right Sendwo plan, activate your account, and confirm your business use case. You can start from the pricing page or use the 7-day trial on paid plans.
Business and WhatsApp setup review
We review whether you are starting fresh, using WhatsApp Business app, already using API, or migrating from another provider.
WhatsApp API or migration support
For new setups, we guide the API onboarding path. For existing API users, we help plan a safer migration to Sendwo without a migration fee.
Template and campaign planning
We help identify the templates you need for marketing, utility, ecommerce, support, lead generation, reminders, and customer retention.
Workspace, inbox, team, and automation setup
Configure contacts, labels, shared inbox, team users, chatbot flows, AI replies, forms, integrations, and campaign settings based on your business workflow.
Training, testing, and launch
Your team learns how to use Sendwo, test messages, verify workflows, launch campaigns, and handle replies confidently.
Onboarding is not just software access. It is practical setup help.
Sendwo onboarding is designed to help your team understand the platform, configure important workflows, and avoid common mistakes that delay WhatsApp growth.
Dedicated support and hands-on onboarding are mainly designed for paid-plan customers who need serious setup help and ongoing guidance.
If you activate the 7-day trial on a paid plan, onboarding can help you evaluate the selected plan properly during the trial window.
If you are moving from another BSP or Meta partner, onboarding helps map your number, templates, contacts, automations, and integrations before the switch.
Onboarding scope, priority, and support depth may vary based on your selected plan and business requirement. Start from pricing or book a discovery call for clarity.
What your team should have after onboarding.
A good onboarding experience should leave your team with a working setup, not just a login credential.
Your account, team access, inbox basics, labels, contacts, and key settings are prepared for daily usage.
Your WhatsApp API or migration path is understood, planned, and connected to the right business workflow.
Your team knows which templates to prepare and how to structure first campaigns for better response.
Important chatbot flows, lead capture paths, reminders, ecommerce flows, or support automations are identified.
You understand which tools should connect with Sendwo, such as Shopify, WooCommerce, Zapier, Make, n8n, forms, or CRM tools.
Your team knows how to send campaigns, manage replies, use the inbox, handle contacts, and test workflows before scaling.
Start onboarding based on where you are today.
New to WhatsApp API
Start with Sendwo pricing, activate a plan or trial, and get help understanding how to move from regular WhatsApp to API-based messaging.
View pricing →Want to test paid features
Use the 7-day free trial on paid plans to evaluate Sendwo with real workflows, templates, automation, and team usage.
Read free trial policy →Migrating from another provider
Move to Sendwo safely with migration planning, backup guidance, workflow mapping, and no migration fee from Sendwo.
Migrate to Sendwo →Need AI and automation
Use onboarding to plan AI replies, chatbot automation, WhatsApp flows, and multichannel customer communication.
Explore Sendwo AI →Running ecommerce
Plan abandoned cart, COD confirmation, order updates, delivery updates, repeat purchase campaigns, and ecommerce integrations.
View integrations →Need reliable support
Understand Sendwo support expectations, paid-plan support, response structure, and how support works after onboarding.
View support SLA →Tell us what you need help setting up.
Share your Sendwo setup goal and our team can guide you toward the right plan, onboarding path, migration step, or discovery call.
Useful resources before you start onboarding.
Pricing
Choose the right Sendwo plan before onboarding. Start with a paid plan or trial if you want full paid-plan access.
Open pricing →Free Trial
Read how the 7-day free trial works on paid plans, including activation, access, auto-debit, and cancellation terms.
Read trial policy →Migrate to Sendwo
Already using another WhatsApp API provider? Learn how Sendwo helps you migrate safely with no migration fee.
Open migration page →Free WhatsApp API Audit
Not sure what is wrong with your current setup? Request a free audit before onboarding or migration.
Request audit →Dedicated Support
Understand how paid-plan support helps with setup, training, troubleshooting, and WhatsApp growth execution.
View dedicated support →Sendwo AI
Explore AI-powered replies and chatbot automation across WhatsApp, Instagram, Messenger, Telegram, and website chat.
Explore Sendwo AI →Questions about Sendwo onboarding.
What is Sendwo onboarding?
Sendwo onboarding is the guided setup process that helps users configure their account, WhatsApp API setup or migration path, templates, contacts, inbox, automation, integrations, team training, and first campaign launch.
Who should use onboarding?
Onboarding is useful for new Sendwo users, paid-plan users, trial users, businesses moving from another WhatsApp API provider, and teams that need help with automation, integrations, chatbot flows, or campaign setup.
Is onboarding available for free users?
Free users can explore Sendwo and basic resources, but dedicated onboarding and hands-on support are mainly designed for paid-plan users. Support scope may depend on your selected plan.
Can I get onboarding during the 7-day free trial?
Yes, if you activate a 7-day trial on a paid plan, you can use the trial period to evaluate paid features and request guidance for setup. The available support scope may depend on the selected plan.
Can Sendwo help me migrate from another WhatsApp API provider?
Yes. Sendwo can help you plan a safer migration from another BSP or Meta partner, including number migration guidance, backup planning, template review, workflow mapping, and post-migration setup.
What should I prepare before onboarding?
Prepare your business details, website URL, WhatsApp number, Meta Business access if applicable, current provider details if migrating, contact list, template examples, campaign goals, and integration requirements.
Does onboarding include template writing?
Onboarding can include guidance on what templates you need and how to structure them for your use cases. Final approval depends on WhatsApp template review rules.
Can onboarding help with ecommerce automation?
Yes. Sendwo onboarding can help identify and set up flows such as abandoned cart, COD confirmation, order updates, shipping updates, delivery alerts, and repeat purchase campaigns.
Where should I start?
The best starting point is the pricing page. Choose the plan that fits your business, activate your account or trial, and then request onboarding or book a 10-minute discovery call.
Start Sendwo with the right setup from day one.
Choose your plan, activate your account, and use onboarding to set up WhatsApp API, templates, automation, integrations, inbox, and your first real campaign with more confidence.
