Get Started: Superchat Account Setup
Connecting a WhatsApp Number. Setting up Superchat. Technical Setup. Start using Superchat immediately.
1. Introduction
This article serves as a guide for the independent technical setup of your Superchat account. Here, you’ll find all the articles collected that are necessary for the optimal setup of Superchat. You can either watch our 10-minute video for the technical setup and an introduction to Superchat, or follow the step-by-step instructions.
Please follow the explanations carefully, and read the linked articles as needed. Once your account is fully set up, nothing will stand in your way to getting started with Superchat.
Your 10-minute technical setup and intro to Superchat:
2. Connect your WhatsApp number to Superchat
After connecting the number, scan the QR code that is displayed at the end and send yourself a test message.
In the next steps, we’ll explain how to optimally set up your Superchat account.
3. Inboxes
You have the option to set a welcome and away message for each individual inbox. Settings such as the WhatsApp profile picture and the company description can also be adjusted directly from Superchat within the respective communication channels.
Please find more information in the following articles:
4. Manage Team
This section explains how to grant other users access to your Superchat account and assign them specific roles.
You can find instructions and more information in the following articles:
5. Inbox
Aside from the functions you're probably familiar with, such as emojis and file attachments, Superchat offers additional features in the chat area. For example, you can use the note function in the chat to exchange internal messages about individual conversations without notifying the contact. You can also edit your contact's attributes and label conversations under the contact information. Chats can also be directly assigned to your team members and filtered.
More information on these points can be found in the following articles:
6. WhatsApp Templates
WhatsApp templates are an essential part of using Superchat. These are required to proactively message your contacts, such as for sending newsletters. Additionally, they must be used if more than 24 hours have passed since the last message from the contact. WhatsApp templates can also be used through integrations, which we will review together in a later step.
The following articles provide a more detailed explanation of the templates, including instructions on how to create them, examples of why we also need a wildcard template, and a breakdown of the associated costs:
Every Superchat account should have a wildcard template! If you're connecting multiple numbers, templates must be submitted separately for each WhatsApp Business Account.
7. Further functions of Superchat
You have successfully completed the basic setup of your Superchat account 🎉.
In addition, there are other features that vary in importance depending on your use case. Feel free to skip functions that are not relevant to you and spend more time on those that are important to you.
8. Campaigns
With campaigns, you can send newsletters and message multiple contacts at once, for example, to inform existing customers about a new offer. Additionally, you have the option to schedule your campaigns. However, make sure to obtain opt-in consent from your contacts before proactively messaging them to confirm that they agree to receive such messages.
How to set up campaigns and collect opt-ins can be found in the following articles:
9. Automations
Automations can significantly ease your workday. Many processes can be automated, which can be relevant in areas such as recruiting, sales, or customer support.
In the following articles, you can get a more detailed overview of automations.
10. Integrations
Additionally, it is also possible to connect Superchat with your systems through integrations such as Zapier. For example, you can automatically send an appointment confirmation via WhatsApp to your customers when someone books an appointment through your calendar. We provide a series of articles that you can view here:
If you are interested in integrations but don't have enough time or resources, we also offer paid services for setting up automations and integrations for you. Please feel free to contact our support for more information.
11. AI-Chatbot
With our AI chatbot, you can create your own AI that will handle communication with your customers. If you're interested in this, please follow the article below:
12. Where Can I Get Help After the Onboarding?
What can I do if I have any questions after onboarding or even during it?
-
Live Chat - In the top right, click on the question mark and select Contact Support
-
Superchat Community - Here you’ll find inspiration from Superchat customers across various industries