Overview
Use a practical setup checklist to prepare channels, contacts, team access, AI, calendar, and billing before going live.
Before You Start
- An active Zappilo account and at least one organization.
- Tenant administrator access to workspace settings.
Steps
1. Confirm organization settings
Review the organization profile, industry, time zone, and tenant settings before configuring customer workflows.
2. Add agents and teams
Create the required agent accounts, roles, teams, and routing rules.
3. Connect customer channels
Connect the WhatsApp account and create a Website Channel widget when those modules are enabled.
4. Prepare customer data
Create contacts manually or import a clean CSV, then organize contacts with groups and custom fields.
5. Configure AI and calendar
Review Zappilo AI behavior, handover rules, event types, availability, and booking settings.
6. Review plan usage
Open Billing and confirm available organizations, agents, contacts, messages, campaigns, AI credits, and module access.
Recommended Practices
- Test inbound and outbound messages before inviting the full team.
- Use a small internal contact list for the first campaign test.
- Confirm routing and AI handover with more than one test conversation.
What Happens Next
The workspace is ready for controlled testing and can be opened to agents and customer traffic.
Frequently Asked Questions
Which channel should I configure first?
Start with the channel your customers already use most often, then add other channels to the same inbox.
Do all modules appear for every account?
No. Navigation and available actions depend on plan entitlements, organization industry, and user permissions.