Phase 1 — Prerequisites
Complete these before the setup session.- Client has a Facebook Business account (verified or unverified)
- Client has a phone number not currently registered on WhatsApp — or they understand they will lose existing chat history on migration
- Client has a Meta Business Manager account, or you will create one during the session
- Client’s business documents are 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
Phase 2 — Account setup
Create the StoreTalk account
Go to app.storetalk.app and create an account using the client’s business email.
Run WhatsApp Embedded Signup
In StoreTalk, go to Settings → WhatsApp → Connect and complete the Embedded Signup flow. See the WABA setup guide for detailed steps.
Phase 3 — Knowledge base
Gather source material
Collect the client’s product catalogue, pricing, FAQ, and policies before building the KB.
Create products.txt
Write product names, prices, and descriptions. Use hierarchical headings so the AI can anchor prices to the right products.
Create faq.txt
Write common customer questions and answers in Q&A format. Write questions exactly as customers ask them.
Create policies.txt
Add a
returns.txt or policies.txt file if the client has return or shipping policies.Phase 4 — AI staff
Set name and language
Give the AI a human name (works better than “Bot” or “AI”). Set language to English + Hindi for most Indian businesses.
Write Dos and Don'ts
Write 4–6 clear Dos and 4–6 clear Don’ts. These shape the AI’s personality and enforce business rules.
Phase 5 — Templates
- Create at least 1 utility template (e.g. order confirmation or appointment reminder)
- Create 1 marketing template (e.g. offer announcement)
- Submit both templates for Meta approval
Meta template approval typically takes 24–48 hours.
Phase 6 — Team setup
- Invite the store owner’s key staff with Manager or Agent roles
- Walk each staff member through the Inbox — how to reply, take over from AI, and re-engage AI
- Show the Owner how to check conversation usage in Settings → Billing
Phase 7 — Handover
Run a live test
Send a customer message, let the AI reply, then take over manually. Confirm the full flow works end to end.