From nothing to your first campaign, one step at a time.

Have these six things ready

Setup is quick when nothing sends you away to find something halfway through. Tick these off first.

Not needed to start: Meta business verification. You can send without it, to up to 250 different customers a day. Do it later, when you want to reach more.

Create your account

1. Go to app.getsetsales.in/signup.
2. Enter your full name, phone number, work email and a password of at least 10 characters.
3. Open the email we send you and type the six-digit code into the Check your email screen. If it has not arrived in a minute, look in spam, then use the resend link on that screen.

Your account is ready straight away. There is no approval to wait for and no card is asked for.

Signing in later. Use your email and password, or press Sign in with a code instead on the login screen and type the one-time code we email you. Handy for a teammate who has forgotten their password.

Connect your WhatsApp number

1. In GetSetSales, open Settings. Type your Business Name and press Connect your WhatsApp Number.
2. A Meta window opens. Log in with Facebook and continue.
3. Choose your business portfolio, or create one with your business name and details.
4. Choose or create a WhatsApp Business Account, then enter the display name customers will see.
5. Enter the phone number, choose SMS or phone call, and type in the code Meta sends to it.
6. Press Finish. The window closes and your number appears in Settings.

Once a real number is connected, your Dashboard shows a starter pack: switch on a default reply already written with your business name in one click, and switch on a ready-made automation to start from.

Allow pop-ups for app.getsetsales.in if the Meta window does not open. Never share the verification code with anyone, including us. The WhatsApp Business Account belongs to your business, and you can disconnect the number at any time.

Add a payment method on Meta

Meta will not deliver template messages from an account with no payment method. This is done on Meta’s side, not in GetSetSales.

1. Open business.facebook.com and go to your business settings.
2. Find the billing or payment settings for your WhatsApp Business Account.
3. Add a card and save it.

Meta changes its menus from time to time, so the exact names may differ. This card pays WhatsApp’s charges only. Our platform fee comes from your GetSetSales wallet, which is step 19.

Create a message template

A template is the message you send first: an offer, a reminder, an order update. WhatsApp only lets a business start a conversation with a message Meta has approved.

1. Open Templates and start a new one under Create Template.
2. Give it a name in lowercase with underscores, for example order_dispatched.
3. Pick the category. Utility is for order updates, reminders and confirmations. Marketing is for offers and promotions. WhatsApp charges much less for utility messages, so pick it whenever it honestly fits.
4. Pick the language the template is written in. English is already chosen; search the list for Hindi, Tamil, Marathi or any other.
5. Write the body. Use {{1}}, {{2}} and so on wherever each customer’s own details go.
6. Add a header, a footer or buttons if you want them, then submit.

Hi {{1}}, your order {{2}} has been dispatched and should reach you by {{3}}.

Meta usually reviews a template within minutes, occasionally up to a day. The Templates page shows whether each one is approved, pending or rejected; press Sync from Meta to refresh it.

Carousel templates. To show several products or courses in one message, choose Carousel when creating a template: 2 to 10 cards that customers swipe, each with its own image, text and buttons. Every card must have the same kind of buttons. Meta allows carousels only as Marketing templates, so each send is charged at Meta’s marketing rate plus our ₹0.15. When a customer taps a card’s button, your automation knows which card it was.

To get approved first time: say who you are and why you are writing, do not start or end the message with a variable, and do not put a promotion in a utility template.

Add your contacts

1. Open Contacts and press Import CSV. Press Download sample file if you want a ready-made layout to fill in.
2. Save your customer list as a CSV file. Every spreadsheet program can do this from File → Save as or Download.
3. One column must hold the numbers, named phone, mobile, number or whatsapp. Include the country code: 919876543210.
4. Optional columns: name, and tags to label contacts as they come in. Several tags in one cell are separated by commas, such as Customer, VIP. Every other column, such as city or plan, is saved against the contact and can fill the gaps in a template. A row-number column like # is ignored.
5. Choose the file. Before anything is saved, you see how many contacts are ready, which rows will be skipped and why, how each column will be read, and the first 10 contacts as they will look.
6. Press Import.

phone,name,tags,city
919876543210,Priya Sharma,Warm lead,Pune
919876543211,Rahul Mehta,"Customer, VIP",Mumbai

Numbers without a country code, such as 9876543210, are flagged rather than guessed. If they are all Indian numbers, press Add 91 to all and the check shows them with 91 added; otherwise those rows are skipped. Importing a contact you already have updates it and adds the new tags, so nothing is duplicated.

An account holds 10,000 contacts; a further 1,00,000 is ₹499 for 30 days.

Get more contacts. Press Get more contacts on the Contacts page for a link and a QR code that open a WhatsApp chat with your business, with a message already typed. Put the QR code on a poster, a bill or your shop counter; everyone who writes in is added to your contacts.

Only message people who agreed to it. Sending to people who did not ask gets your number reported, and WhatsApp lowers your quality rating and your daily limit. Anyone who opts out is excluded from every future campaign automatically.

Send your first campaign

Open Campaigns and press New campaign. There are five steps.

1. Choose Audience. Upload a CSV, or pick everyone or a segment from your contacts.
2. Select Template. Pick one of your approved templates.
3. Map Parameters. Match each {{1}}, {{2}} in the template to a column, such as name or order number.
4. Test Message. Send it to your own number first and read it on your phone.
5. Review & Schedule. Send it now, or pick a date and time at least five minutes ahead. Times are in IST.

When it has run, open the campaign to see how many were delivered, read and replied to, and why any failed. Failed messages that can still be delivered can be retried from the same screen.

app.getsetsales.in/campaigns

Swipe sideways to see the whole screen

Product preview with example data

Reply to customers

Every reply lands in the Inbox. Open a conversation and answer in your own words, with text, a photo, a document or a voice note.

Notes and mentions. Switch the reply box to Note to leave a message for your team inside the chat. Customers never see notes. Type @ and a teammate’s name to mention them; they find it under the Mentions tab in the Inbox.

The number beside Inbox counts chats where the customer wrote last and nobody has opened them. Press Unread to list exactly those, My Chats for the ones you have replied in, or pick a tag to see only those customers.

The 24-hour window. After a customer messages or calls you, WhatsApp lets you reply freely for 24 hours, and each new message or call from them restarts the clock. Once it runs out, switch the reply box from Text to Template to write to them again.

Track customer requests with tickets

Tickets make sure every request that needs following up has an owner and an outcome. Leave them off if you do not run a support desk.

1. Open Settings. In the Ticket system card, press Turn on and tick the numbers it should work on.
2. Edit the rating message if you like. It is what customers receive when their ticket is closed; {{name}} becomes their name.
3. From now on, a chat that needs following up opens a ticket by itself, including every chat an automation hands to a person, and it is assigned to whoever replies first.
4. Work tickets from the Tickets page or from the chat: set the status, reassign it, add a note, and close it when it is done.

A resolved ticket nobody reopens closes itself after 3 days. Before a customer’s 24-hour window closes on an open ticket, they get a one-tap message to keep the chat going; if they do not answer within an hour, the ticket closes quietly. When a ticket closes, the customer is asked to rate the support, and Tickets shows each teammate’s results.

Track leads with the sales pipeline

The pipeline shows how close each person is to buying. Tags say who someone is; the stage says where they are.

1. Open a chat in the Inbox. In the contact panel on the right, pick a stage: New, Interested, Qualified, Proposal sent, Won or Lost.
2. The Contacts page shows how many people are at each stage.
3. Filter the Inbox by stage to work one group at a time, such as everyone at Proposal sent.
4. Send a campaign to one stage by choosing it as the audience, or start a drip when someone reaches a stage (step 11).

The six stages are fixed, so every teammate reads them the same way.

Build your first automation

An automation replies for you. Each one is a trigger, the thing that starts it, followed by blocks that run in order, top to bottom. Build one for the question you answer most and let it handle the first few messages of every chat.

1. Open Automations and press New automation. Pick a ready-made starting point, such as New lead — qualify and route or Course enquiry, or choose Blank automation.
2. Give it a name, then choose the trigger at the top of the builder. On keyword suits most first automations: type the words that should start it, such as price, fees or admission.
3. Add blocks from the left. Click a block on the canvas to edit it in the panel on the right.
4. End every path with Transfer to Human or End, so no customer is left waiting.
5. Press Save. Back on Automations, open the automation’s … menu and choose Set live. Message your business number from another phone to test it; Runs in the builder shows what happened in each chat.

app.getsetsales.in/flows/builder

Product preview with example data

Your team can step in at any time. When someone replies from the Inbox or the phone, the automation goes quiet for that chat. Set for how long under Chatbot pause in Settings.

Follow up automatically with drip campaigns

A drip is a short series of messages each person gets over minutes, hours or days: a welcome today, more detail in 2 days, an offer on day 5. It stops by itself the moment they reply, pay or book.

1. Open Drip campaigns and press New drip. Start from a recipe, such as Welcome a new lead, Recover a failed payment or Renewal reminders, or build your own.
2. For each message, pick one of your approved templates and when it goes: after a wait, at a time of day, or on a date saved on the contact, such as a renewal date.
3. Choose how people join: a tag, a Razorpay or PayU payment, a meeting booked or cancelled, a saved detail, a pipeline stage, an automation’s Add to Drip block, or by hand from the drip list.
4. Choose when it stops: on reply, when they reach a goal such as paying or booking, or after a number of messages with no answer. Set sending hours and a weekly limit per person if you want them.
5. Press Send me a test to get the messages on your own phone, then Save.

The drip list shows how many people are at each message, and how many were delivered, read and replied to. Each message is a template, charged like any other: our ₹0.15 plus Meta’s charge for its category. Up to 10 messages per drip, with waits of up to 90 days.

Message customers when they pay

Connect your own Razorpay or PayU account and payments start automations: a receipt when someone pays, a nudge with a fresh link when a payment fails, a reminder when a payment link expires.

1. Open Automations. In the Razorpay or PayU card at the top, press Connect.
2. For Razorpay, copy the webhook address and secret shown, add them as a webhook in your Razorpay dashboard, tick the events listed, and press I have added it. For PayU, enter your merchant key and salt.
3. Create an automation and choose the trigger On a Razorpay payment or On a PayU payment. Tick the events that should start it, such as Payment received.
4. Make the first block a Send Template. A payment can arrive outside the 24-hour window, so the first message has to be an approved template.
5. In the panel on the right, start listening and make a small real payment. Its details appear as fields you can put in your template, and you can save any of them to the contact, such as the course name. Press Send a test run to try the automation on it.

app.getsetsales.in/flows/builder

Product preview with example data

Google Sheets. To keep a register, add a Google Sheet block. Share your sheet as an editor with the address the block shows, and put column names in the first row. The block can add a row, find one, or update one.

Take payments inside WhatsApp

Send a customer an order they review and pay inside the chat, by UPI, card or netbanking. The money goes straight to your own payment gateway; it never passes through GetSetSales.

Before you start: a verified Meta business in India, an approved display name on your WhatsApp number, and an Owner or Admin login on your Razorpay, PayU, BillDesk or Zaakpay account.

1. In WhatsApp Manager, open Payment configurations for India and create one: give it a name, connect your gateway, and finish the one test payment Meta asks for.
2. In GetSetSales, open Settings. The Payments on WhatsApp card lists your configuration once Meta has it. If you sell physical products, add your business address there.
3. In a chat, press the ₹ (Request payment) button, add the items and amounts, and send it. This works while the customer’s 24-hour window is open.
4. The customer pays in WhatsApp. The order in the chat updates when the payment succeeds or fails, and it can start an automation, such as sending a receipt.

Not the same as payment links. Razorpay and PayU payment links (step 12) need none of this setup. Your gateway’s normal fees apply to every payment.

Answer common questions with FAQ answers

For the questions you get every day — fees, timings, refunds — you do not need to build an automation. Write the question and your answer once. When a customer asks it in their own words, in Hindi, English or a mix, they get your answer.

1. Open Automations. In the FAQ answers card at the top, press Set up.
2. Type a question and the answer you want sent, then press Add a question for the next one. You can add up to 15, and each answer can be up to 1,000 characters.
3. Type a sample message under Try a customer message and press Test to see which answer would be sent.
4. Tick Answer these questions automatically and press Save.

The reply is always your own answer, word for word. If a message matches none of your questions, nothing is sent from your FAQ and the chat waits for your team.

This step needs AI. AI is what recognises which question a customer is asking. Turn it on first by adding your own AI key, as in step 15. Without one, no question is answered.

Add AI to your automations

AI is optional. It does two jobs: it recognises which of your FAQ questions a customer is asking (step 14), and it powers the AI Analyze block, which reads a free-text reply and works out what the customer means. Customers only ever read messages you wrote; AI decides which path to take.

Turn it on in one of two ways:

To use the AI Analyze block:

1. Put an Ask a Question block before it, so there is a reply to read.
2. Add AI Analyze. Under What should the AI work out?, write plain instructions, for example: Set intent to exactly one of: fees, timings, admission, other.
3. Leave Text to analyse as {{last_reply}}, what the customer just said, and add each name you used, such as intent, under Output variables.
4. Add a Condition block after it with one path per value, and send “other” to Transfer to Human.

If your AI key stops working or runs out of balance with the provider, AI steps and FAQ answers are skipped and the chat waits for your team, so nothing wrong is sent.

Set a default reply

The default reply is what a customer gets when their message matches no automation and none of your FAQ answers: a short message saying you have it and when to expect a reply. Without one, they hear nothing until someone opens the inbox.

1. Open Automations. In the Default reply card, press Set up.
2. Tick Send a default reply and write the message.
3. Under How often, choose how often one customer can receive it. Once a day suits most businesses: someone who sends five messages in a row gets one acknowledgement.
4. If you have more than one number, tick the numbers it should reply on. Press Save.

It stays quiet while an automation is mid-conversation, after a chat has been handed to a person, and while a teammate is replying. It needs no AI; its reply counts as a conversation, ₹0.15 once per customer per 24 hours.

Let customers book meetings on WhatsApp

Customers pick a day and a time inside the chat, get the meeting link straight away, and receive reminders before it. Every booking lands on your Meetings page. Good for demo classes, consultations, site visits and appointments.

1. Open Meetings and press Set up meetings.
2. Enter the Meeting name customers will see, such as Free demo class, and the Meeting link: Google Meet, Zoom, Teams or any link. Choose How long is a meeting? and a Gap after each meeting.
3. Under When you’re available, tick your working days and set your hours; add a second set of hours for a lunch break if you need one. Set the Minimum notice and how far ahead customers can Book up to.
4. Pick up to five reminders, such as 1 day and 1 hour before, and who gets them: the customer, you, or both. Enter Your WhatsApp number for your own alerts; it must be different from your business number.
5. Save. Then open an automation and add a Book a Meeting block where customers should book, for example after a Book a call button.

app.getsetsales.in/meetings

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Product preview with example data

From the Meetings page you can open the chat, join, change the time or cancel any meeting, and book one for a customer yourself. Reminders carry I am available and Please reschedule buttons, so you know who is coming. To see your day on your phone, send TODAY, TOMORROW or SCHEDULE to your business number from your own WhatsApp number.

Group calls. For a webinar, a group demo or an orientation, choose more than one under People per time slot in the meetings setup. Everyone who books that time gets the same link, and the time stops being offered once it is full.

Price. Meetings is free for 20 days from the day you save your setup, then ₹199 a month, paid from Billing. Reminders are WhatsApp templates: they use your first 100 free messages, then cost ₹0.15 each from your wallet.

Invite your team

1. Open Team and press Add teammate.
2. Enter their email and choose a role. An Admin runs campaigns, contacts, templates and automations. An Agent answers customers in the inbox.
3. They get an email invitation, and sign up with that same email address.

Three team members are included, counting you. Each extra person is ₹199 for 30 days, added from the same Team page.

Top up your wallet

Your first 100 messages need no balance, so you can do everything above before paying us anything. After that:

1. Open Wallet and enter an amount under Add funds. The minimum is ₹500.
2. Pay in the checkout that opens. The balance appears in your wallet a few seconds later.

Our fee is ₹0.15 for each template message delivered and ₹0.15 once per customer conversation you answer, by bot or by your team. Individual replies are free from us. Sending, and starting new automation runs, pauses when the balance falls to ₹100, so top up before it gets there. See full pricing.

Limits to know on day one

These are WhatsApp’s rules and apply on every platform.

If something goes wrong