After you register and log in for the first time, Chatmo walks you through a guided onboarding wizard. This process helps you set up the essentials so you can start receiving and responding to customer messages as quickly as possible.
The whole wizard typically takes about 10 to 15 minutes, depending on how many channels you want to connect upfront.
The Onboarding Wizard
The onboarding wizard is a two-step setup flow that appears automatically on your first login. The progress indicator at the top shows:
- Organization Setup — Configure your business profile
- Dashboard — Start using Chatmo
You'll see a clean two-column layout: the setup form on the left and a decorative panel with inspirational quotes on the right.
If you were invited to join an existing organization, you'll skip the onboarding wizard entirely. Your admin has already configured these settings, and you'll land directly in the dashboard with your assigned role.
Step 1: Organization Setup
Your organization is the top-level container in Chatmo. Everything — channels, contacts, conversations, team members — lives under your organization.
Here are the fields you'll need to fill in:
-
Organization Name — Enter your business or brand name. This is what your team members will see when they log in, and it appears in internal notifications.
-
Website URL — Enter your company website (e.g.,
www.yourcompany.com). Thehttps://prefix is already shown, so you only need to type the domain. -
Industry — Select your industry from the searchable dropdown. Options include:
- Technology
- Healthcare
- Finance & Banking
- Retail & E-commerce
- Manufacturing
- Education
- Real Estate
- Hospitality & Tourism
- Automotive
- Food & Beverage
- Consulting
- Media & Entertainment
- Logistics & Transportation
- Construction
- Non-Profit
- Other
-
Company Size — Pick the option that best describes your team from the card grid:
Size Category 1–10 Startup 11–50 Small Business 51–200 Medium Company 200+ Enterprise -
Tell us more about your business (optional) — A free-text field where you can share your main business goals and how you currently handle customer communications. This helps Chatmo tailor recommendations to your needs.
-
Click Complete Setup to proceed. You'll see a "Setting up..." spinner while your organization is being created, then you'll be redirected to the dashboard.
Fill in the industry and company size accurately — Chatmo uses this information to tailor certain defaults and suggestions for your business. While the data is saved during setup, the important thing is getting it right the first time since these fields help shape your initial experience.
After Organization Setup
Once your organization is created, you'll land on the Chatmo Dashboard. From here, you can begin configuring the rest of your setup through the sidebar navigation:
Connect Your First Messaging Channel
Head to Channel in the sidebar to connect your messaging channels. Chatmo supports:
| Channel | Connection Method | Setup Time |
|---|---|---|
| QR code scan from your WhatsApp mobile app | ~2 minutes | |
| WhatsApp Business API | Meta Business verification and API provisioning | 15–30 minutes |
| Facebook/Meta account login and page authorization | ~5 minutes | |
| Facebook Messenger | Facebook/Meta account login and page authorization | ~5 minutes |
| Telegram | BotFather bot token | ~3 minutes |
| Web Chat | Embed a code snippet on your website | ~5 minutes |
For most users, WhatsApp via QR code is the fastest way to get started. See the Quickstart Guide for a step-by-step walkthrough.
Set Up Your First AI Agent
Navigate to AI Agent in the sidebar to create your first AI-powered chatbot. The AI agent can handle incoming messages automatically, answer common questions, and escalate complex issues to your human team.
Invite Team Members
Go to Human Agent in the sidebar, then open the Invitation tab to invite your colleagues. Each person gets an email invitation to join your organization.
| Role | What They Can Do |
|---|---|
| Owner | Full access to all features, settings, billing, and team management. |
| Manager | Access to conversations, contacts, analytics, and team monitoring. Cannot modify billing or organization settings. |
| Agent | Access to the inbox, assigned conversations, and contacts. Focused on handling customer interactions. |
You can invite more people at any time from Human Agent > Invitation tab in the sidebar. There's no pressure to get everyone on board right away.
Onboarding Checklist
Use this checklist to make sure everything is set up for success:
| # | Task | Where |
|---|---|---|
| 1 | Create your organization | Organization Setup (first login) |
| 2 | Connect at least one messaging channel | Channel (sidebar) |
| 3 | Create an AI agent | AI Agent (sidebar) |
| 4 | Invite team members | Human Agent > Invitation (sidebar) |
| 5 | Send your first reply to a customer | Chat (sidebar) |
| 6 | Create your first broadcast campaign | Broadcast (sidebar) |
| 7 | Import contacts or create a segment | Contacts (sidebar) |
Even after setup, keep an eye on the onboarding checklist from your dashboard. Completing all the items ensures you've configured the foundational pieces that make Chatmo most effective.
Resuming Setup Later
If you skip any of the post-setup tasks, don't worry. You can always access them through their respective sections in the sidebar:
- Organization settings — Settings > Organization
- Channel connection — Channel (sidebar)
- AI agent setup — AI Agent (sidebar)
- Team invitations — Human Agent (sidebar) > Invitation tab
What's Next
Head over to the Quickstart Guide for a focused, step-by-step walkthrough of getting your first real customer conversation handled in Chatmo.