Sign In

Getting started

Getting started

This guide takes you from a new account to your first answered chat, then shows how to let auto replies and an AI agent answer for you. It takes about 10 minutes and needs a phone with WhatsApp (or a Telegram, Discord or LINE bot).

1. Create your account

  1. Open Sign up and enter your name, email (or phone number, when the site allows it) and a password.
  2. If the site asks for it, enter the code we send you.
  3. You land on Create workspace. A workspace holds your channels, contacts, inbox and team, and runs on its own plan.

See My account for sign in, recovery and account settings.

2. Create a workspace

Type a Workspace name (your brand or client) and press Create. You become its owner. You can create more workspaces later from the workspace switcher in the sidebar; each one has its own channels, members and plan.

3. Link a channel

Open Channels in the sidebar and pick one:

ChannelWhat you needGuide
WhatsAppThe phone with the number, to scan a QR code or enter a pairing codeWhatsApp
TelegramA bot token from @BotFatherTelegram
DiscordA bot token from the Discord Developer PortalDiscord
LINEA LINE Official Account with the Messaging API onLINE

When the channel shows Connected, new messages appear in the inbox.

4. Answer your first chat

  1. Send a message to your number or bot from another phone.
  2. Open Inbox. The conversation is on top of All and Unassigned.
  3. Press Assign to me, type a reply and press Send.
  4. When you're done, press Resolve. The next message from that customer opens it again.

Type / in the composer for canned responses and AI commands, and switch to Private note for notes only your team sees. See Inbox.

5. Answer automatically

Two ways, and they work together:

  • Auto replies answer fixed situations instantly: a greeting on the first message, an FAQ by keyword, a notice outside business hours. Open Auto replies → New rule. See Auto replies.
  • AI agents answer anything in your words, from your knowledge, and hand over to your team when they can't help. Open AI agents → New Agent, add knowledge, then set the channel's Default handler to the agent. See AI agents.

6. Invite your team

Open Settings › Members → Invite member, enter their email and pick a role (Admin or Agent, or your own). They get a link that works for 7 days. Every member takes a seat on your plan. See Workspaces.

7. Go further

  • Add features from the plugin store: a store in chat, courier rates, surveys, tools for your AI.
  • Work several brands at once in the Command Center.
  • Connect your own systems with the API and webhooks.
  • Pick a plan in Settings › Subscription when you need more devices, seats or AI. See Billing.

FAQ

How long does setup take?

About 10 minutes: sign up, create a workspace, link one channel and send a test message.

Can I use my personal WhatsApp number?

You can, but we recommend a dedicated number. The number keeps working on your phone; Beamvia is one of its linked devices.

Who answers a new conversation?

The channel's Default handler: your team, or an AI agent. Plugins and auto replies can answer first. See Inbox › Who answers.

Is there a free plan?

Every workspace starts on the free tier (one WhatsApp device, a daily message quota, basic inbox). Paid plans add devices, seats, AI and more. See Billing.