Quick Start Guide

This guide helps you get an Irmaya workspace ready for its first WhatsApp conversations. It focuses on the core setup flow and the product areas you should revi

Quick Start Guide

This guide helps you get an Irmaya workspace ready for its first WhatsApp conversations. It focuses on the core setup flow and the product areas you should review before going live.

Overview

Use this guide if you are setting up Irmaya for the first time and want a simple path through the main product areas.

What you will do:

  • Create and access your workspace
  • Connect your WhatsApp account
  • Configure your bot behavior
  • Add business knowledge
  • Test a conversation
  • Review broadcasts, contacts, and analytics

Before You Start

Prepare these basics before you begin:

  • A workspace name
  • Access to your business email
  • A WhatsApp account you want to connect
  • The business information your bot should use

Step 1: Create Your Workspace

Open https://app.irmaya.com and sign in or create your account.

In this step:

  • enter your workspace name
  • complete account verification if required
  • confirm you can access the main dashboard

When this step is complete, you should be able to see the main navigation areas such as Conversations, Contacts, Knowledge Base, Bot Development, Broadcasts, and Analytics.

Step 2: Connect WhatsApp

Go to Connect WhatsApp from the dashboard.

Use one of these connection paths:

  • Scan QR Code for a new connection
  • Confirm Active Transport if the number is already connected through the current transport flow

For QR connection:

  • open WhatsApp on your phone
  • go to Linked Devices
  • choose Link a Device
  • scan the QR code shown in Irmaya

When the connection succeeds, your workspace is ready to receive WhatsApp messages.

Step 3: Configure Bot Settings

Open Bot Development to define how your assistant should behave.

Review these areas first:

  • AI Behavior for tone, response style, and language
  • Business Profile for your company name, description, and operating context
  • Human Handoff Rules for the situations that should require human review

Keep the first configuration simple. You can refine tone, guardrails, and handoff rules after testing real conversations.

Step 4: Add Knowledge

Open Knowledge Base and add the information your bot should rely on.

You can add knowledge by:

  • uploading documents
  • adding website URLs

Start with the content customers ask about most often, such as:

  • business overview
  • services or products
  • policies
  • hours and contact details

Step 5: Test a Conversation

Open Conversations and run a simple test flow.

Test for these outcomes:

  • the WhatsApp connection is active
  • the bot can produce a useful reply
  • the reply reflects your business information
  • conversations that need human attention are easy to identify

If the response quality is weak, return to Bot Development or Knowledge Base and improve the setup before going further.

Step 6: Organize Contacts

Open Contacts once your initial setup is working.

Use this area to:

  • import or review contacts
  • create useful customer segments
  • prepare for targeted broadcasts later

This step is especially important if you plan to use Broadcasts.

Step 7: Review Broadcasts

Open Broadcasts to understand how outbound campaigns are managed.

Before sending anything live:

  • confirm your target segment
  • review the message carefully
  • test the format and timing

Treat Broadcasts as an operational workflow, not just a message composer.

Step 8: Review Analytics

Open Analytics after your first setup and test messages.

Use this area to review:

  • conversation activity
  • response patterns
  • bot performance
  • operational trends

This helps you spot problems early and improve the workspace before full rollout.

Best Practices

  • Start with a narrow use case instead of trying to automate everything at once
  • Keep your first knowledge set small and accurate
  • Review bot replies before trusting them in live customer situations
  • Confirm handoff behavior before launch
  • Revisit Contacts, Broadcasts, and Analytics after the first few days of usage

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