Requirement review
Confirm team size, departments, use cases, WhatsApp Business status, expected message volume and required integrations.
Onboarding
A controlled path from demo to production-ready WhatsApp operations.
Watilo onboarding is designed for businesses that need clean setup, clear responsibilities, test-first activation and practical governance before live customer communication.
Meta/WABA readiness
Review Meta Business details, WhatsApp number, WABA ownership, templates, webhook requirements and approval status.
Workspace configuration
Set up roles, permissions, lead fields, AI fallback rules, campaign controls, reporting needs and optional CRM scope.
Security and data review
Confirm data ownership, retention expectation, access roles, support scope, backup approach and procurement documents where required.
Testing and training
Run sample conversations, AI handover, campaign preparation, lead assignment and management reporting before going live.
Controlled go-live
Move into production with owner approval, support handover, escalation path and post-launch review.
Start with a requirement review.
The onboarding conversation protects the customer and the implementation team by defining scope before activation.