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Onboarding Guide

How to get up and running with ONO

Everything you need to know about setting up your WhatsApp Business account, connecting your number, and launching your first broadcast.

What you need to start

Three Simple Prerequisites

Make sure you have these ready before connecting your business number.

A Meta Business Account

A verified or standard Meta Business Account (business.facebook.com). If you run Facebook or Instagram ads, you likely already have one.

A Dedicated Phone Number

A mobile or landline number that can receive an SMS or voice OTP code. It must not currently be registered on the consumer WhatsApp or WhatsApp Business mobile app.

A Valid Payment Method in Meta

You link your own credit or debit card directly inside Meta Business Manager so Meta can bill you at their official conversation rates with zero markup.

Step-by-Step Flow

From Sign Up to First Campaign

Step 1

Create your ONO Workspace

Claim your lifetime license and access your new dashboard immediately. Invite up to 3 team members (Owner, Admin, Agent).

  • Instant account creation with email login
  • Assign team member roles and permissions
  • Generate secure REST API keys and configure webhook endpoints
Step 2

Connect your Phone Number via Meta Embedded Signup

Click "Connect WhatsApp" in your dashboard to open the official Meta popup. Log into your Meta account and select or register your business phone number.

  • Official Meta popup dialog handles all authentication
  • No complicated Cloud API tokens or server hosting needed
  • Your phone number connects directly to your WhatsApp Business Account (WABA)
Step 3

Import Contacts with Verifiable Consent Sources

Upload your existing customer base using our CSV importer. Map column fields for phone numbers, customer names, custom tags, and required consent origins.

  • Mandatory consent source logging for compliance
  • Assign tags (e.g. "VIP Client", "Bangalore Store", "Web Lead")
  • Automated suppression list filters out any prior opt-outs
Step 4

Draft & Submit Meta Message Templates

Compose outbound templates in our live preview builder. Add headers, dynamic variables {{1}}, {{2}}, and interactive CTA or quick-reply buttons.

  • Direct one-click submission to Meta for automated review
  • Live WYSIWYG mobile chat bubble preview
  • Approval status synced directly in your dashboard within minutes
Step 5

Schedule Campaigns & Reply from the Shared Inbox

Pick an approved template, select your audience segment, and schedule your broadcast. As customers reply, your team handles chats from the shared inbox.

  • Track Sent, Delivered, Read, and Inbound Replies in real time
  • Assign incoming chats to teammates and add private internal notes
  • Instant one-click canned replies for rapid resolution

Your Team's Central Command Center

A clean, distraction-free interface for your entire team to collaborate on WhatsApp.

https://app.flexing.in/inbox
⟳
ONO / Acme Retail (+91 98765 43210)
Live Sync JD
All (24) Assigned to me Unassigned
Aarav Sharma 10:42 AM

Yes, please confirm our consultation slot for tomorrow.

VIP Lead Agent: Priya S.
Pooja Patel 09:15 AM

Can you share the product catalog PDF?

Catalog Inquiry Unassigned
Vikram Malhotra Yesterday

STOP

Opted Out (Auto) System

Aarav Sharma

+91 98112 34567 Consent: Website Form

Assigned to: Priya S. • Channel: WhatsApp Cloud API

Transfer Resolve

Hello! I saw your service broadcast. Can I book a consultation session for our team?

10:38 AM
🔒 Team Note: Verified customer from Bangalore tech meet. Offered slot B.

Hi Aarav! Absolutely. Please click the button below to choose your preferred time slot directly in WhatsApp:

📅 Open Appointment Form (Flow)
10:40 AM • Read ✓✓

Yes, please confirm our consultation slot for tomorrow at 3:00 PM.

10:42 AM
Customer Reply Internal Note
⚡ #confirm_booking ⚡ #meeting_link
⚡ One-Time License • 7-Day Refund Guarantee

Ready to streamline your WhatsApp business conversations?

Get full lifetime access for just $50 (₹4,199) one-time. No monthly fees, no markup on WhatsApp messages.

Connect your WhatsApp number in minutes via official Meta Embedded Signup.