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Get StoreTalk working for your business by following these five steps.
1

Connect your WhatsApp number

Go to Settings → WhatsApp and follow the Embedded Signup flow to connect your WhatsApp Business number.
You will need to log in to your Facebook Business account during this step. Make sure you have admin access to that account before you begin.
2

Create a knowledge base

Go to Knowledge Base in the left menu and upload your product catalogue or FAQ document. Plain text (.txt) or Markdown (.md) files work best.
The more detail you include — product names, prices, policies — the more accurately your AI staff can answer customer questions.
3

Hire your first AI staff member

Go to AI Agents → Browse AI Staff Library and choose a role.

Sales Executive

The most popular first hire. Handles product enquiries and qualifies leads automatically.

Support Agent

Answers FAQs and resolves common customer issues without your team stepping in.
Start with the Sales Executive if you are unsure — you can add more roles later.
4

Send yourself a test message

Send a WhatsApp message to your business number from your personal phone. Your AI staff member will reply automatically using your knowledge base.
If you do not get a reply within a few seconds, check that your WhatsApp number is connected under Settings → WhatsApp and that you have an active AI staff member assigned.
5

Check the inbox

Open Inbox in StoreTalk. You will see the conversation appear in real time. Your team can take over the conversation from here at any point.
Start with one AI staff member. Once you are comfortable with how it works, hire more specialised roles for support, sales, and order follow-ups.

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What’s next?

Write a better knowledge base

Better content means more accurate AI answers.

Invite your team

Let your staff handle conversations from a shared inbox.

Send your first campaign

Broadcast an offer to all your contacts at once.

Set up your pipeline

Track every lead from first message to closed deal.