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Getting started

Getting Started with Wadwin

Apr 1, 2026·7 min read

New to Wadwin? You're in the right place. Here's the path most teams follow — nothing fancy, just the steps that actually matter.

1. Create your account

  1. Go to Sign up on wadwin.com and register with your work email (Clerk handles sign-in — you'll see email/password and Google where enabled).
  2. Complete your profile when prompted so your workspace has a clear name and your teammates know it's you.

That's it for account creation. The real work starts when you connect WhatsApp.

2. Connect WhatsApp Business (Cloud API)

Wadwin talks to your customers through the WhatsApp Business Platform — not the consumer app on a spare phone.

  1. After sign-in, open Onboarding from the app. You'll connect through Meta (Facebook Business): you'll need a Meta Business account and access to the number you want to use.
  2. Use Connect with Meta in the flow to link your Business portfolio and approve the permissions Wadwin needs to send and receive messages.
  3. When the connection succeeds, your number appears under Settings → WhatsApp (and in the workspace switcher) so you can pick which line you're working on.

Already stuck? The Help Centre has dedicated guides under WhatsApp setup (own number, free Meta number, migration, and more). Start with Connect your own number if you're bringing an existing Business line.

3. Invite teammates

You don't need everyone on one phone anymore.

  1. Open Team in the dashboard.
  2. Send an invite with the right role for each person (owner, number-level manager, agent — what's available depends on your setup).
  3. They accept via the email link and land in the same workspace with access to the inbox and campaigns they're allowed to see.

Invites can be resent or cancelled from the same page if someone's link expired.

4. Send your first message

  1. Open Inbox and pick your connected WhatsApp number if you have more than one.
  2. Open a conversation, or start one with a contact who has opted in to hear from you on WhatsApp.
  3. Type your reply in the thread. If the 24-hour customer care window has closed since their last message, you'll need an approved template for that first outbound — that's normal for Cloud API; see our template guide for details.

Why does the window matter? WhatsApp wants businesses to reply quickly to real chats, and to use templates for cold or delayed outreach. Wadwin shows you when a thread is still "active" vs past that window so you don't get surprised at send time.

What to do next

  • Tighten notification settings under Settings so you actually see new chats.
  • Browse Campaigns when you're ready for a broadcast (templates + audience filters).
  • Skim Templates in the app when you need Meta-approved message formats.

Questions? Email support@wadwin.com — we're happy to point you at the right screen.

Still stuck? Contact support