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Get started in three steps

Create your first WhatsApp AI assistant in just a few minutes by following these simple steps:

Step 1: Create account and set up workspace

  1. Go to messenger.cogfy.com/sign-in and create your account.
  2. Verify your email address.
  3. Log in to your new account and create a workspace for your project.
After creating your account, set up your first workspaceOn profile page, click “Create Workspace”, provide a name, and click “Create”.Screenshot of create workspace dialog

Step 2: Add new phone number

You can add a new phone number in three ways: by getting a phone number provided by Cogfy, by bringing your own existing phone number to use with Cogfy, or by connecting a WhatsApp Business App number in coexistence mode.Each option has its own setup process, allowing you to choose the method that best fits your needs.
To connect your phone number, visit messenger.cogfy.com/:WORKSPACE/new-phone-number.
Screenshot of new phone number route

Step 3: Create assistant and connect to phone number

To create a new assistant, navigate to the Assistants route in Cogfy Messenger and click on the “Create” button.This will create a new assistant with empty settings and redirect you to the assistant’s details page, then you can click on “Edit” to configure its properties.Screenshot of update assistant page
After creating your assistant, you need to link it to your WhatsApp phone number to enable messaging capabilities.Go to the Phone Numbers route, select your phone number, and setup a rule to connect it to your newly created assistant.Screenshot of quickstart setup rule

Send your first message

Now that your WhatsApp AI assistant is set up and connected to your phone number, you can send your first message!

Next steps

Now that you have your first WhatsApp AI assistant up and running, explore these guides to enhance its capabilities: