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Chatarmin now guides new merchants from account creation through WhatsApp setup with a self-serve workspace and an in-app checklist.

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When to use it

Use this flow when you are starting fresh and want to explore Chatarmin without a sales call first. You create a workspace online, then Chatarmin walks you through the first milestones inside the product.
This guided setup is for new self-serve signups. If you joined through Shopify checkout, a migration, or another assisted onboarding path, your team may use a different entry point.

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Create your workspace

1

Open the signup page

Go to Create your workspace.You can also choose Sign in on the login page and follow the link to create a workspace.
2

Sign up with email or Google

Enter your company email address (the mailbox on your business domain) and a password with at least 10 characters, or continue with Google using the same kind of account.Chatarmin does not accept personal email providers such as Gmail, Outlook, Yahoo, GMX, or web.de. If you use one of those addresses, signup stops with a message asking for your company email.No credit card is required to create the workspace.
3

Wait for workspace setup

Chatarmin prepares your workspace, contact list, and guided setup. When setup finishes, you land on the dashboard.

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Follow the in-app guide

After signup, Chatarmin helps you complete the first milestones with a checklist and step-by-step prompts inside the app.
Open Get started from the left sidebar at any time to see your progress and jump back into the next step.

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Optional dashboard tour

When you first reach the dashboard, Chatarmin can offer a short tour of:
  • Dashboard overview cards
  • Sales chart
  • Quick access for Chatstart links and widgets
  • Integrations
You can start the tour or explore on your own.

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Required setup milestones

After the dashboard tour, complete these steps to get messaging-ready:
  1. Connect WhatsApp — link your WhatsApp Business account. Everything else depends on this step. Chatarmin covers WhatsApp billing for direct Meta setups — do not add a payment method in Meta during this flow.
  2. Create a flow and test it — build your first automated chat flow and add a message block.
  3. Approve a template — create a WhatsApp message template and wait for approval.
  4. Send a test campaign — send your first campaign safely to one contact.
  5. Check your inbox — confirm your support inbox is live.

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Optional steps

You can also:
  • Complete your WhatsApp profile — add your brand image and business details.
  • Invite teammates — add another user to your workspace.
The guide highlights the current step, opens the right page for you, and marks steps complete as you finish them.

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Resume setup later

If you sign out before finishing, sign back in with the same account. Chatarmin picks up where you left off and shows the next recommended step.

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Go deeper — detailed articles per topic

Each milestone above has its own detailed guide: Not sure where to start? 👉 Choose Your Setup Method — find the right WhatsApp setup path for your situation Setting up your WhatsApp account: 👉 Creating your WhatsApp Account — step-by-step guide with screenshots Configuring Chatarmin from scratch: 👉 How to set up your account from scratch — full walkthrough after your WhatsApp account is ready 🇩🇪 Prefer a video guide in German? 👉 WhatsApp Marketing Masterclass: Setup-Kurs (DE) — kompletter Setup-Kurs auf Deutsch