Workflow: Setting up an account or workspace

Goal:
Prepare Chazt for customer communication.

Before you begin:

• You should have manager/admin access.
• You should have access to the business messaging accounts you want to connect.

Step-by-step instructions:

1. Log in to Chazt.
2. Open the dashboard.
3. Connect WhatsApp, Instagram, or Messenger from the setup cards.
4. Update organization settings.
5. Add or import contacts.
6. Invite team members.
7. Configure ticket settings if your team will assign conversations.
8. Configure templates, campaigns, or automations as needed.

What happens next:
Your workspace is ready for team communication and customer management.

Troubleshooting tips:

• If a channel does not connect, confirm account permissions.
• If users cannot see settings, confirm their role.
• If messaging is blocked, check billing status and channel connection.