Start Here: Set Up Scope Wiser in 7 Steps
The order to do things in. Seven steps from an empty account to a working WhatsApp bot, a shared inbox your team answers from, and your first broadcast — plus what to leave until later.
There is a lot in Scope Wiser, and almost none of it matters at the start. This page is the order to do things in.
About an hour of actual work. The only thing you wait on is Meta's business verification, and you can keep working while that is reviewed. Each step links to the full guide.
Get connected
1. Check what Meta requires. A Facebook login, a business portfolio, an admin role on it, a phone number and a display name Meta will accept. Start business verification early, because it is reviewed by a person — but it does not stop you setting everything else up. → Before You Connect WhatsApp: What Meta Requires
2. Connect WhatsApp. One guided flow: sign in to Meta from inside Scope Wiser and pick the portfolio and the number. Ten minutes once step 1 is done. → How to Connect WhatsApp to Scope Wiser: Complete Setup Guide
Already using that number in the WhatsApp Business app? You can keep the app and connect the same number here at the same time. Nothing has to be deleted.
Make it answer
3. Build one keyword reply. Not a clever bot — one word in, one message back. It proves the whole chain works, and everything after this is editing. → Build Your First Chatbot in 5 Minutes
4. Test it from a different phone. Message your business number from a phone that is not the one you connected; testing from the connected number does not work. If nothing comes back, → Why Your WhatsApp Bot Isn't Responding
Bring your team in
5. Open the Shared Inbox and answer one conversation yourself. This is where your staff will work. Learn how a conversation is assigned, and how a person takes over from the bot, before you invite anyone else. → Live Chat and the Shared Inbox: Complete Overview
Reach people
6. Get one message template approved. Outside a 24-hour window, WhatsApp only delivers approved templates. Submit one now so you are not waiting on Meta when you actually want to send. → Creating & Getting WhatsApp Templates Approved
7. Send one small broadcast. A handful of contacts, not your whole list. Then read the delivery numbers. → Running a WhatsApp Broadcast Campaign
That is the whole setup. Everything below is optional.
What to leave until later
All of these are useful. None of them belong in your first hour.
Feature | Come back when |
|---|---|
AI agents | You know what customers actually ask |
Follow-up sequences | You have a list worth nurturing |
Catalogue and payments | You want to sell inside the chat |
Webhook workflows | Another system needs to trigger a message |
Facebook, Instagram, webchat | WhatsApp is running properly |
Integrations — Sheets, CRM, Zapier | You need the data somewhere else |
Two habits worth starting immediately
Label people as they arrive. A label costs nothing now and is the only thing that makes a targeted broadcast possible later. An account with no labels can only message everyone.
Test on a real phone every time. The builder's preview is not delivery. Most "the bot is broken" reports turn out to be a flow nobody ever sent to a handset.
If you would rather see the map first
What Scope Wiser Is: Complete Platform Overview walks through every area of the product and what it is for. Read it if you prefer the whole picture before starting.