AiSensy Client Workspace Setup (Onboarding)

AiSensy Client Workspace Setup (Onboarding)

1. 01

   Create a new workspace in AiSensy under your agency account

   Use your agency's credentials to set up a dedicated workspace per client. This isolates their contacts, chatbots, and message templates from other clients, keeping reporting clean for your retainer billing.

2. 02

   Verify WhatsApp Business API access

   In the AiSensy dashboard, confirm the official WhatsApp Business API connection is active. If verification is pending, complete the required business details and wait for approval before proceeding.

3. 03

   Import client contact lists

   Navigate to the Contacts section and upload the client's contact CSV. Ensure the list is segmented by campaign or lead source so you can target broadcasts without hitting WhatsApp's messaging limits.

4. 04

   Configure message templates

   In the Templates section, create and submit the client's first set of approved message templates. Use the template categories that match the client's use case, such as marketing or utility, to avoid policy violations.

5. 05

   Build a keyword-triggered chatbot flow

   Open the Chatbot Builder and create a drag-and-drop flow triggered by a keyword. Include an FAQ branch and an appointment or order inquiry branch. Test the flow using the preview option before going live.

6. 06

   Connect native integrations

   If the client uses Shopify, Razorpay, or LeadSquared, link these in the Integrations settings. For other systems, use Integrately connectors to sync data without manual exports.

7. 07

   Run a test broadcast

   Send a test broadcast to a small segment of contacts to verify delivery and template compliance. Monitor the delivery report in the dashboard to confirm no errors before scaling to the full list.

8. 08

   Document and hand off

   Prepare a handoff guide covering the workspace structure, chatbot flow, and template usage. Train the client on sending their own broadcasts if they prefer, while you retain admin access for ongoing management.