Understand the TechUpServices workspace

Before you begin

A workspace needs an active account and at least one connected WhatsApp number before it can send customer messages. Available features can also depend on the current plan and the permissions assigned to your user.

Workspace map

• Dashboard shows WhatsApp connection health, activation steps, number details, quality, and messaging limits.
• Messages is the shared inbox for conversations, replies, assignment, notes, follow-ups, and customer details.
• Leads and Contacts organize customer records, consent, tags, lead stages, and reusable audiences.
• Broadcasts and Templates prepare reviewed outbound campaigns using approved WhatsApp templates.
• Flows and AI & Integrations configure automation, knowledge, Google services, and AI providers.
• API, Media Cache, Settings, Billing, and Documentation provide credentials, storage controls, workspace configuration, plan access, and guidance.

Recommended setup order

1. Step 1

   Connect WhatsApp

   Complete Step 1 on Dashboard and confirm that the selected number reports a healthy connection.

2. Step 2

   Finish Meta billing setup

   Add a payment method in Meta Billing Hub, then return to Dashboard and choose Verify payment and finish setup.

3. Step 3

   Send a first message

   Open Messages and start a conversation with an approved template, or reply with text inside an open 24-hour customer-service window.

4. Step 4

   Prepare reusable operations

   Create templates, organize contacts, and test Flows before sending a broadcast or activating automation.