Onboarding Process on Geta.ai
This guide walks you through the step-by-step process of setting up your Geta.ai account after signing up.
Step 1: Log in to Your Geta Account
🔹 After completing the signup process, go to the Geta.ai login page.
🔹 Enter your registered email and password, then click Login.
Step 2: Agree to Terms and Conditions
📜 After logging in, you will be redirected to a page displaying Geta.ai’s Terms and Conditions.
✅ Carefully read the terms.
✅ Click "Agree" to proceed.
Step 3: Connect Facebook Business Manager
📌 To use WhatsApp Business API, you must connect your Facebook Business Manager account.
1️⃣ Click "Login to Facebook Business Manager".
2️⃣ Enter your Facebook Business Manager credentials.
3️⃣ Grant necessary permissions for Geta to access your account.
4️⃣ Select the business account you want to associate with Geta.
Step 4: Configure WhatsApp Business Account
📌 Once Facebook Business Manager is connected, you will be guided to set up your WhatsApp Business account.
1️⃣ Verify Your Mobile Number
- Enter the phone number you wish to use for WhatsApp Business.
- ⚠️ Ensure that this number does not have an active WhatsApp account.
2️⃣ Complete Profile Setup
- Add your Business Name.
- Select your Business Category.
- Upload a Profile Picture.
Step 5: Set Up Email Domain
📌 If you want to send emails via Geta, you must configure your email domain.
1️⃣ Go to Settings → Select Channels → Click on Email.
2️⃣ Click on Enable and enter your domain name.
3️⃣ The system will generate SPF, DKIM, and DMARC records.
4️⃣ Copy these records and add them to your domain provider’s DNS settings.
5️⃣ Once verified, your email domain will be successfully configured for sending emails.
Step 6: Customize Your Geta Workspace
🎨 Now that your WhatsApp Business Account and Email Domain are set up, you can personalize your Geta workspace.
🔹 Configure settings like:
✅ Branding (Add Logo & Business Details)
✅ User Permissions (Invite Team Members)
✅ Automation & Integrations
Once done, you're all set to start using Geta.ai for messaging, broadcasting, and automation! 🚀