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Account Setup

This guide explains how to set up your Wemblo account for your business.

Step 1: Log in to Wemblo

Open your Wemblo app URL and log in using the account details provided by your business owner, admin, or Wemblo support team.

If you are the business owner, you may receive your login details after your subscription or onboarding is completed.

Step 2: Complete your business profile

Go to your business settings and complete the profile information.

Recommended details:

  • Business name
  • Business logo
  • Contact email
  • Contact phone number
  • Website URL
  • Business address
  • Business hours
  • Time zone
  • Default language

Use the same business identity that your customers already recognize.

Step 3: Add team members

Add the people who will manage WhatsApp conversations and leads.

Common team roles:

RoleRecommended Use
OwnerFull business/account access
AdminSettings, team, templates, campaigns, and reports
ManagerTeam monitoring, assignment, and lead follow-up
AgentReply to customers and update conversations
ViewerView-only access for reporting or supervision

Only give admin access to trusted staff.

Step 4: Configure business hours

Set your business hours so customers receive the correct reply during working and non-working hours.

Example:

  • Monday to Saturday: 10:00 AM to 7:00 PM
  • Sunday: Closed

You can use after-hours automation to inform customers that your team will reply during working hours.

Step 5: Prepare your WhatsApp setup

Before connecting WhatsApp, prepare:

  • Meta Business account
  • WhatsApp Business Account
  • Phone number for WhatsApp Cloud API
  • Phone Number ID
  • WhatsApp Business Account ID
  • Access token
  • Webhook verify token
  • Callback URL from Wemblo

If you are not technical, ask your business admin, developer, or Wemblo support team to help with this step.

Step 6: Test your account

Before going live, test:

  • Login access
  • Team member access
  • WhatsApp incoming message
  • WhatsApp outgoing reply
  • Conversation assignment
  • Tags and notes
  • AI reply, if enabled
  • Campaign test, if required