> For the complete documentation index, see [llms.txt](https://help.whautomate.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.whautomate.com/fundamentals/onboarding-checklist/customer-service.md).

# Customer Service

## Onboarding Checklist for Customer Service

## 1. WhatsApp Integration

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXcp9PKYXAbMcUq3yW5e5i0svh2gMGZcyAn4Q_H4n54Ur1qvP9j5LSUlaMmEMJMU_mgKkil8jib4N651KTHIACJ4DULyO-jNp0EPX0PH5kpejWhVKUeG9pBAG7eUmrimYwkiKXmxIA?key=Oq_gVMEW5waQseeFRsLTBfxl" alt=""><figcaption></figcaption></figure>

* Connect your WhatsApp business number with Whautomate:\
  [WhatsApp Integration Guide](https://help.whautomate.com/product-guides/integrations/whatsapp-cloud-api)
* Meta WhatsApp Payment Method:\
  [WhatsApp Payment Method Guide](https://help.whautomate.com/product-guides/integrations/whatsapp-cloud-api/whatsapp-payment-method)

{% hint style="warning" %}
**Important Note:**\
After integrating WhatsApp, you must update the **Meta WhatsApp Payment Method.** Without this update, you won’t be able to send WhatsApp template messages to your customers.
{% endhint %}

* Meta Business Verification:\
  [Meta Business Verification Guide](https://help.whautomate.com/product-guides/integrations/whatsapp-cloud-api/meta-business-verification)
* Update your WhatsApp business profile:\
  [WhatsApp Profile Guide](https://help.whautomate.com/product-guides/integrations/whatsapp-cloud-api/whatsapp-profile)

## 2. Communication Setup

If your business needs an easy way to manage contacts, handle conversations, and streamline customer service, this guide has you covered.

<figure><img src="/files/rjDYFIPTGH9vYPqTsbAN" alt=""><figcaption></figcaption></figure>

Follow this guide to set up the following:

* [Omni-Channel Team Inbox](https://help.whautomate.com/product-guides/communication/omni-channel-team-inbox)
* [Manage Contacts](https://help.whautomate.com/product-guides/communication/contacts)
* [Canned Responses](https://help.whautomate.com/product-guides/communication/canned-responses)
* [CSAT Score for Communication](https://help.whautomate.com/product-guides/communication/csat-score)

## 3. Customer Service Chatbots & Automation Setup

If your business wants to enhance customer service on WhatsApp, set up a chatbot that can handle inquiries, provide updates, and offer support 24/7—automatically!

<figure><img src="/files/lnHg6fO6aPgc4F5LyxwR" alt=""><figcaption></figcaption></figure>

Follow these steps to set up:

* [OpenAI Integration Guide](https://help.whautomate.com/product-guides/integrations/openai)
* [WhatsApp AI Chatbot - Customer Service](https://help.whautomate.com/product-guides/automation/whatsapp-ai-chatbot-customer-service)
* [Telegram AI Chatbot - Customer Service](https://help.whautomate.com/product-guides/automation/telegram-ai-chatbot-customer-service)
* [Instagram AI Chatbot - Customer Service](https://help.whautomate.com/product-guides/integrations/instagram)
* [Facebook Messenger AI Chatbot - Customer Service](https://help.whautomate.com/product-guides/integrations/facebook-messenger)
* Li[veChat - Website Chat Widget AI Chatbot - Customer Service](https://help.whautomate.com/product-guides/integrations/livechat)

## 4. WhatsApp Marketing

Boost your bookings by segmenting your audience into targeted groups and using broadcasts to send personalized offers and updates.&#x20;

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXc9QYvZGw2h-tQI9oNHfCQNyfbuYArPcDzvF-poMIp-81WdzcbfV5puwwxS81wPdTNB4F6dBc9w28riWKE3BEZzGGVL-kzF7uplVY2G0P1imGdMhA4iRD9XSFZFSE3wjEGW3V3cNA?key=Oq_gVMEW5waQseeFRsLTBfxl" alt=""><figcaption></figcaption></figure>

* Setup Segmentation & Broadcasts: \
  [Segmentation & Broadcasts Guide](https://help.whautomate.com/product-guides/communication/segmentation-and-broadcasts)
* Marketing opt-out Management: \
  [Setup Marketing Opt-out Management Guide](https://help.whautomate.com/product-guides/communication/marketing-opt-out-management)

## 5. Download the Whautomate Mobile App <a href="#step-4-download-our-mobile-app" id="step-4-download-our-mobile-app"></a>

Please follow the links to download our native mobile app to experience the omni-channel team inbox.

{% embed url="<https://apps.apple.com/us/app/whautomate-business/id6760578722>" %}

{% embed url="<https://play.google.com/store/apps/details?id=com.whautomate.business>" %}

{% hint style="info" %}
Use the same login for the mobile app that you used during the new signup.
{% endhint %}