From signup to the first message, without a project.
The connection in the CRM is short. What can stretch the day is Meta’s side: the WABA, the Page, and, in production, App Review.
Conext does not ask for a server or a webhook of yours. You get access, sign in, and Settings has the two cards: WhatsApp, and Instagram with Messenger.
Before you connect.
You need a Meta Business account, a WhatsApp Business number you will attend, and, if you want Instagram or Messenger, a Facebook Page with the professional account attached. A number on Cloud API cannot be on the phone app at the same time: if you still answer by hand, the comfortable path is a test number and moving the main one later.
Conext access starts at Pricing: you pick a plan and you are in. The create-account tab on the login screen does not open a signup. With access, the first work day is already open: with no open day you cannot send or leave a note.
The two Channel cards.
WhatsApp is linked with Meta’s embedded signup. The token (encrypted) and the `phone_number_id` are stored. Instagram and Messenger are linked through the Page, with one token for both. A Page with no Instagram attached still runs Messenger; the card warns, it does not fail.
Connecting is not enough if in Meta’s console the app is not subscribed to `messages`. It is the same silence on both sides: the card says connected and not a single message comes in. A test “hello” to the number or a Direct to the account is what confirms the path is whole.
Catalog, hours, one agent.
Agents reply with what is loaded. A product with price and stock, the days and hours, and an agent with the role written in plain language are enough so “do you have size M?” does not sit on read. Reply language is chosen in Settings: Spanish, English, Portuguese, or the customer’s.
The first weeks it is better to leave auto-send off. The draft appears in the thread, you edit it and send it. When a topic already comes out right, you turn the switch on for that agent only.
In practice
- 1
Connect WhatsApp
Settings → Channels. The number stays on your Meta account. A test message should show in the inbox.
- 2
Connect the Page, if it applies
The same screen, the Instagram and Messenger card. A test Direct confirms that side.
- 3
Load what the AI will cite
Products, hours, one agent. Without that the model improvises; with it, it cites the size and closing time.
Ten minutes is the CRM. Meta’s clock (WABA, permissions, Review) is another one, and it is not solved from this screen.
Want to see it with your own threads?
Essential includes one channel, 500 AI conversations per month, and one active agent.