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Get started and operate with clear steps
Practical starter guides for Message Pro: account creation, channel connection, conversation operations, AI agent configuration and integration planning.
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Message Pro essentials
Getting started
Get started with Message Pro
Create your Message Pro account, prepare the workspace, add your team, connect available channels and test the conversation flow before launch.
Open guideChannels
Connect conversation channels
See which Message Pro channels are available now and which accounts and permissions to prepare before connecting and testing messages in the inbox.
Open guideProduct use
Operate the team inbox
Organize conversation ownership, assignment, private notes and statuses in the Message Pro team inbox so everyone knows what to follow up.
Open guideArtificial intelligence
Configure an AI agent
Prepare the Message Pro AI agent's knowledge, instructions, permissions, actions and human handoff before enabling it in customer conversations.
Open guideIntegrations
Plan APIs, webhooks and custom integrations
Define data, events, permissions, responsibilities and security tests before connecting Message Pro to an external system through APIs, webhooks or custom work.
Open guideWhatsApp and Meta
Prepare and verify Meta Business for WhatsApp
Prepare business data, documents, Meta Business access and the WhatsApp account before submission, with Message Pro setup support and no promise of Meta approval.
Open guideNeed help with your account setup?
Contact us if your question is about a channel, integration or custom setup not covered by the current guides.