What consultants do
A StoreTalk Consultant typically:- Sets up the initial account — WABA connection, templates, WhatsApp number configuration
- Configures AI staff — knowledge base creation, persona tuning, dos & don’ts
- Trains the business team — walks the store owner and staff through the platform
- Provides ongoing support — monitors performance and fine-tunes AI responses
Consultant vs store owner access
As a consultant, you will typically be added to the client’s StoreTalk account as an Admin. This gives you access to everything except billing and WhatsApp number settings (which require Owner access). For WABA setup and phone provisioning, you will need temporary Owner-level access or to work alongside the store owner directly.Where to start
New client onboarding checklist
A step-by-step checklist for setting up a new StoreTalk client from scratch.
WABA setup guide
How to connect a client’s WhatsApp Business Account, including Facebook Business verification requirements.
Advanced AI staff configuration
Go beyond the basics — persona tuning, knowledge base structure, and escalation logic.