Chakra Chat Onboarding Guide

Welcome to Chakra Chat! This step-by-step guide will help you set up your WhatsApp Business API account on Chakra quickly and smoothly.

1. Signup

To access Chakra account

• Create your Chakra account here - Chakra Account Creation
• • Signup using Gmail
  • Signup Using Form
• Detailed signup instructions: How to Signup/Login in Chakra Chat
• By default, a new account is part of the Free Tier. Check available features in the free plan and other paid subscription plans

2. Setup Checklist

Before connecting your number, ensure all requirements are met: Setup Pre-requisites Checklist

✅️ The WhatsApp Business API registration is for Businesses.
✅️ Meta Business Manager
✅️ A Phone Number (NEW) or a WhatsApp Business Phone Number
✅️ Business Details (Business Name, Address, Website)
✅️ Tax Info as per local regulations. (GST for India, VAT for UK/Australia, etc)

3. Connect WhatsApp Number

Choose the setup flow from the below options:

Important Note:

• Currently, Display Name in Coexistence setup is not supported by Meta. It is only supported in only WhatsApp Business API number setups
• Although, with a Meta verified subscription [Paid], the display name with a blue tick can be enabled in your connected Number.

4. Add Meta Payment Method

If your use case requires sending template messages, you need to add a payment method in Meta Business Manager separately. The charges are billed by WhatsApp directly to your business at per Meta standard rates

To send template messages (required for initiating conversations outside the 24-hour window):

• Follow the steps in this Guide: Adding Payment Method in Meta Business Manager

Note: Template messaging charges are billed directly by Meta (WhatsApp). Chakra does not add any markup — you pay Meta’s standard rates.

5. Check Account Setup

Confirm everything about your accoutn setup is approved.

Follow the Confirm setup guide: Verify WhatsApp Setup

Check setup status of the following:

• Account Status
  
• Business Verification (if applicable)
  
• Payment Method
  
• Display Name Approval
  

6. Upgrade to Paid Plan

To Unlock full features and higher template messaging limits

• Free Plan doesn't provide ❌ template messages sending feature
• Follow the steps in the Upgrade Plan Help guide: Upgrade to a Paid Plan

7. Meta Business Verification

[Optional] Required for higher messaging limits or faster display name approval if enabled for your business.

Follow the steps in this Business Verification Guide to complete business verification.

• Business verification enables higher template messaging limit. Default is 250 in 24 hours

8. Test All Chakra Features

Quickly test important Chakra feature use cases on your test receipient numbers:

• Send a message to your connected number from a test customer number
• Create a Template Message
• Send a template message / broadcast campaign
• Crate a Chatbot

Try out the features hands-on: Test Chakra Features Guide

9. Get Started to Use

At this stage, all your account setup pointers should be complete. Start adding team members, explore Chakra features to serve your use cases. Check out the feature guide below to get started.

Frequently Asked Questions (FAQs)

You're all set! Start chatting with your customers on WhatsApp using Chakra’s powerful inbox, chatbot, and automation tools.

Need help? Reach out to our support team by creating a Ticket

Happy Chatting! 🚀