Skip to main content
Follow these five steps to get StoreTalk working for your business.
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.
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.
3

Hire your first AI staff member

Go to AI Agents → Browse AI Staff Library and choose a role. The Sales Executive is the most popular first hire — it handles product enquiries and lead qualification automatically.
4

Send yourself a test message

Send a WhatsApp message to your business number. Your AI staff member will reply automatically using your knowledge base.
5

Check the Inbox

Open the Inbox in StoreTalk. You will see the conversation appear in real time. From here your team can take over if needed.
Start with just one AI staff member. Once you’re comfortable with how it works, you can hire more specialised roles for support, sales, and order follow-ups.

​
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.