Welcome to ABC Sales AI!

This guide will walk you through the essential steps to set up your account, create your first AI agent, connect it to WhatsApp, and start automating your business processes.

Full ABC Sales AI Set Up Walkthrough:

You can choose to go through the full walkthrough at once or do it step by step.

Full Setup Walkthrough

Quick Links to Each Step

Follow these steps in order to get fully set up:

Initial Setup (Steps 1-5)

1. <a href="/help/getting-started/step-1-open-account" class="text-gold hover:underline">Step 1: Opening Your ABC Sales AI Account</a> - Create your account
2. <a href="/help/getting-started/step-2-create-ai-agent" class="text-gold hover:underline">Step 2: Create Your First AI Agent</a> - Build your intelligent assistant
3. <a href="/help/getting-started/step-3-create-website" class="text-gold hover:underline">Step 3: Create a Website (If Needed)</a> - Set up a website for verification
4. <a href="/help/getting-started/step-4-whatsapp-onboarding" class="text-gold hover:underline">Step 4: WhatsApp Onboarding Guide</a> - Connect to WhatsApp Business API
5. <a href="/help/getting-started/step-5-ai-quiz" class="text-gold hover:underline">Step 5: What AI To Create?</a> - Take a quiz to find the right AI for you

Testing & Automation (Steps 6-11)

1. <a href="/help/getting-started/step-6-inbox-testing" class="text-gold hover:underline">Step 6: Inbox Testing &amp; Using Your AI</a> - Test your AI and use the inbox
2. <a href="/help/getting-started/step-7-message-templates" class="text-gold hover:underline">Step 7: Message Templates &amp; Automation</a> - Create templates and automation
3. <a href="/help/getting-started/step-8-what-is-waba" class="text-gold hover:underline">Step 8: What is WABA?</a> - Understand WhatsApp Business API
4. <a href="/help/getting-started/step-9-whatsapp-profile" class="text-gold hover:underline">Step 9: WhatsApp Profile Setup</a> - Add profile picture & description
5. <a href="/help/getting-started/step-10-payment-setup" class="text-gold hover:underline">Step 10: Payment Setup &amp; Testing</a> - Add credit card & test the combo
6. <a href="/help/getting-started/step-11-follow-up-gpt" class="text-gold hover:underline">Step 11: Follow-Up Message GPT</a> - Create effective follow-up sequences

Bonus: 1:1 Expert Help

WhatsApp API Prep Checklist

Before starting WhatsApp onboarding, make sure you have:

Required Before You Start:

• ✅ A new phone number that has never been used with WhatsApp
• ✅ An active, working website matching your business name
• ✅ Access to a Facebook account in good standing
• ✅ Phone can receive SMS/calls (Do Not Disturb disabled)
• ✅ You're on a desktop/laptop (NOT mobile)

Understanding the Meta Business Structure

ABC Sales AI is a Badged Meta Business Partner, meaning we're officially vetted by Meta for our technical skills and service excellence.

How It Works:

• Your Facebook Profile connects to a Meta Business Portfolio
• The Business Portfolio contains your WhatsApp Business Account
• Inside that is your WhatsApp Business Profile (your phone number)

This structure allows your AI to send and receive messages through the official WhatsApp Business API.