Quickstart

​

Get started in three steps

​

Step 1: Create account and set up workspace

Create your account

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.

Set up your first workspace

After creating your account, set up your first workspaceOn profile page, click “Create Workspace”, provide a name, and click “Create”.

​

Step 2: Add new phone number

Add a WhatsApp 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.

​

Step 3: Create a workflow and connect it to your phone number

Create a workflow

Workflows are how you build AI-powered automations in Cogfy Messenger. Navigate to the Workflows route and create a new workflow, then add nodes to define how it should respond to incoming messages.Follow the first workflow tutorial for a step-by-step walkthrough of building an AI assistant powered workflow.

Connect the workflow to your phone number

After creating and publishing your workflow, 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 workflow.

​

Send your first message

​

Next steps