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A new workspace needs three things before your team can reply to customers. Companion walks you through them straight after you sign up, and you can skip any step and come back to it.
The setup steps are for owners and admins. If you were invited to a workspace that is already set up, go to If you were invited.

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The first three things

1

Connect your WhatsApp number

Choose Connect WhatsApp. It takes about five minutes and happens in a Meta window. Your free trial starts once a number or a website chat button is connected, not before.Not ready yet? Choose I will do this later. See Connect your WhatsApp number for the full steps.
2

Get the app on your phone

Scan the QR code on screen with your iPhone, or search for Message Companion in the App Store. Sign in with the same email you use on the web.See Get the phone app.
3

Invite your team

Enter each person’s email, pick a role, and choose Send invitation. Each person gets an email with a link to join. Choose Skip for now if it is only you.You can invite more people later under Settings, then Users and teams. See Invite people and Roles.
At the end you can choose Take the tour or Go to my dashboard.

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The setup guide

Whatever you skipped is kept in the setup guide. It shows in two places: a Finish setting up card on Home, and a Setup guide checklist that floats in the corner of every screen. Each item links to the place where you do it. Steps tick themselves off as you do them. Add a payment method at Meta is ticked once Meta accepts your first message, because that is the only proof the card is in place.

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Hide it and bring it back

Close the card or the checklist to hide the guide. Hiding one hides both, and the choice follows your account to every device. To bring it back, open the menu under your name at the bottom of the sidebar and choose Setup guide.

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If you were invited

You do not need to set anything up. The workspace is ready.
1

Accept your invitation

Open the invitation email and choose Accept invitation. Continue with the email address you were invited on, enter the code you are sent, and join. Invitations last seven days.
2

Get the phone app

Install Message Companion from the App Store and sign in with that same email address.
3

Start replying

Your chats are under Conversations. Home shows who is waiting on you.

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Take the tour again

The tour is a two-minute walk round the main screens. It runs on sample data, so nothing in your own workspace changes. Open the menu under your name at the bottom of the sidebar and choose Take a tour. Anyone can do this, at any time.