Setup
Workspace setup
Use this checklist to move from first sign-in to a production-ready workspace without skipping access control or message-delivery basics.
1. Prepare the workspace
Start with the organization that should own the inbox, billing, bot configuration, and WhatsApp integration settings.
Keep admin access limited to the operators who actually need to manage credentials, templates, or workspace-wide settings.
2. Connect the operational pieces
Wabrix is designed around a shared inbox, bot configuration, knowledge sources, and a WhatsApp integration layer. Configure those pieces in that order so routing and replies have usable context.
Before enabling live transport, verify the active bot, credentials, and webhook settings are all configured for the same workspace.
3. Validate before launch
Check that message templates are available for conversations outside the 24-hour service window.
Run a small internal test flow first, then review conversation details, queue status, and operational logs before widening access.