Getting Started with Page-Nest¶
When you log in, your home screen shows a Getting Started checklist that guides you — one step at a time — from sign-up to a live WhatsApp AI assistant. You don't need any technical skills, and your progress is saved if you stop and come back.
Total time: ~20–30 minutes of your work, spread over a few days (some steps wait on Meta's review).
The journey at a glance¶
| # | Step | What it is |
|---|---|---|
| 1 | Organization & Subscription | Your workspace + an active plan |
| 2 | Business profile | A few business details so we can tailor your assistant |
| 3 | Prepare for WhatsApp | Quick readiness check |
| 4 | Connect WhatsApp | Link your number via Meta |
| 5 | Configure your assistant | Name, greeting, languages, hours, escalation |
| 6 | Business verification | Meta reviews your business |
| 7 | Knowledge base | Upload what your assistant answers from |
| 8 | Conversation flow | Design your welcome menu |
| 9 | Message templates | Pre-approved notification messages |
| 10 | Test your assistant | Guided pre-launch checklist |
| 11 | Publish & go live 🚀 | Switch your assistant on for customers |
Always do the step marked "Recommended next" on your dashboard.
Before you begin — have these ready¶
- ✅ A Facebook account — create one
- ✅ Your business name and email
- ✅ A dedicated phone number for WhatsApp (not already on the WhatsApp app), able to receive an OTP
- ✅ A credit/debit card for Meta billing (Meta bills conversations directly; Page-Nest never charges you for messages)
- ✅ (Recommended) a website and privacy policy page
Ready? Continue to the WhatsApp Registration Guide.