Getting Started with Spoki — Your First Steps
New to Spoki? This guide walks you through the essentials so you can start seeing results quickly.
1. Connect your WhatsApp Business account
Head to Settings → WhatsApp in your Spoki dashboard and follow the guided setup. You'll need a verified WhatsApp Business API number.
2. Import or sync your contacts
You can import contacts from a CSV file, or connect your CRM (HubSpot, Salesforce, Pipedrive…) to keep everything in sync automatically.
3. Create your first template
Go to Templates → New Template and craft your first approved WhatsApp message template. Keep it short, personal, and include a clear call-to-action.
4. Set up an automation
Visit Automations → New Flow and build your first workflow. A great starting point is a welcome message triggered when a new contact opts in.
5. Monitor your results
Check the Analytics dashboard to track delivery rates, open rates and conversions. Use this data to iterate and improve.
Need help?
- Browse the Questions & Answers category
- Check the Automations category for workflow ideas
- Explore Integrations for CRM setup guides
Feel free to ask questions in this thread — we're here to help! 💬
0 replies
You need to sign in to participate.