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Use this checklist for every new client. Completing all steps typically takes 2–4 hours for a standard setup.

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Phase 1 — Prerequisites (before the session)

  • Client has a Facebook Business account (verified or unverified)
  • Client has a phone number not currently registered on WhatsApp (or they are prepared to migrate and lose chat history)
  • Client has a Meta Business Manager account (or create one during the session)
  • Client’s business documents ready if Meta verification is required (GST certificate, business registration, or utility bill)
  • Client has access to the email and phone number linked to their Facebook account

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Phase 2 — Account setup

  • Create StoreTalk account at app.storetalk.app using the client’s business email
  • Complete the WhatsApp Embedded Signup (Settings → WhatsApp → Connect)
  • Confirm the phone number registers successfully in Meta Business Manager
  • Verify the display name shows correctly in WhatsApp (may take up to 24 hours)

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Phase 3 — Knowledge base

  • Gather source material: product catalogue, pricing, FAQ, policies
  • Create and upload a products.txt file (product names, prices, descriptions)
  • Create and upload a faq.txt file (common customer questions and answers)
  • Create and upload a returns.txt or policies.txt file if applicable
  • Test AI responses against the knowledge base content

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Phase 4 — AI staff

  • Hire a Sales Executive (or the role most relevant to the client’s business)
  • Set the AI’s name (a human name works better than “Bot” or “AI”)
  • Set language (English + Hindi recommended for most Indian businesses)
  • Write 4–6 clear Dos and 4–6 clear Don’ts
  • Send 10 test messages covering the most common customer questions
  • Refine the knowledge base or rules based on test results

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Phase 5 — Templates

  • Create at minimum 1 utility template (e.g. order confirmation or appointment reminder)
  • Create 1 marketing template (e.g. offer announcement)
  • Submit both for Meta approval
  • Note: approval typically takes 24–48 hours

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Phase 6 — Team setup

  • Invite the store owner’s key staff (Manager or Agent roles)
  • Walk each staff member through the Inbox — how to reply, how to take over from AI, how to re-engage AI
  • Show the Owner how to check conversation usage in Settings → Billing

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Phase 7 — Handover

  • Run a live test: send a customer message, let AI reply, then take over manually
  • Confirm all team members can log in
  • Share links to this help site with the client
  • Schedule a 1-week follow-up to review AI performance
The most common setup issue is a knowledge base that is too vague. Spend extra time on Phase 3 — accurate, specific KB content is the single biggest factor in AI quality.