Setup guide
Six steps, each with a short video and click-by-click instructions. Most stores finish in under an hour. Stuck anywhere? We're one message away.
You get a 14-day free trial with no card needed. Until WhatsApp is connected, Wapimate runs in sandbox mode, so you can try every feature without any message reaching a real customer.
Tip: Open Test lab from the left menu to send yourself pretend customer messages and see how automations reply, before going live.
Your name
Work email
Business name
Step 1 of 2
Create your free account
Enter your name, email and business name. No card needed for the free trial.
Wapimate needs your store's orders, checkouts, customers and products to send the right message at the right time.
mystore or mystore.myshopify.com, and click Connect.Tip: In Shopify go to Settings → Checkout and set the shipping address phone number to Required, so every order comes with a number you can message.
Settings · Shopify
Store name
Step 1 of 3
Type your store name and click Connect
In Wapimate, open Settings → Shopify. Enter your store name, like mystore or mystore.myshopify.com.
Common problems
Use the .myshopify.com name, not your custom domain. You'll find it in Shopify under Settings → Domains.
Open Settings → Shopify in Wapimate and click Sync now. Orders without a phone number can't be messaged, so check the tip above.
This is the longest step, and you only do it once. You need a Meta Business portfolio (free at business.facebook.com) and a phone number that isn't currently on the WhatsApp or WhatsApp Business app. You can start with Meta's free test number. Prefer not to do it yourself? Book a free setup call and we'll do it with you.
whatsapp_business_messaging and whatsapp_business_management, and copy the token. Meta shows it only once.Tip: Keep the token and App secret in a safe place (like a password manager). You'll need them again only if you reconnect.
What do you want your app to do?
Step 1 of 7
Create an app on Meta for Developers
At developers.facebook.com click Create App, choose “Connect with customers through WhatsApp”, and pick your business portfolio.
Common problems
Copy the Callback URL and Verify token again from Wapimate, with no extra spaces. Make sure you clicked Connect WhatsApp in Wapimate first.
In Meta's WhatsApp → Configuration, check that the messages field shows Subscribed. With the test number, your own phone must be added as a recipient in API Setup.
The token probably expired or is missing a permission. Generate a new one with expiry Never and both WhatsApp permissions ticked, and make sure the system user was assigned your WhatsApp account.
A number can only be on one WhatsApp at a time. Delete the WhatsApp account on that phone first (Settings → Account → Delete account), wait a few minutes, then add it in Meta. Old chats won't move over.
WhatsApp only lets businesses start a conversation with a message Meta has approved, called a template. Wapimate comes with ready-made ones for the common jobs.
Templates
Step 1 of 2
Submit the ready-made templates
WhatsApp needs Meta to approve a message before you can start a chat with it. Open Templates and click Submit for approval.
Common problems
Open it to see Meta's reason. The usual fixes: remove words like “guaranteed” or “free”, don't start or end with a {{variable}}, and keep marketing offers in the Marketing category.
Automations send messages by themselves when something happens in your store. Each one uses an approved template.
Tip: COD verification adds the tag COD Confirmed or COD Cancelled to the Shopify order, so your team knows which parcels to ship.
Automations
Step 1 of 2
Switch on the automations you want
Each automation is one switch. Start with abandoned cart recovery and COD verification. They pay for themselves fastest.
With the basics running, use the inbox and campaigns to sell more.
Step 1 of 3
Reply from the team inbox
Every customer's order history sits beside the chat. Assign chats to teammates and reply with saved templates.
The 24-hour rule
You can send any message within 24 hours of a customer's last message. After that, only approved templates can be sent. Wapimate shows you which applies in each chat.
Meta's charges
WhatsApp conversation fees are billed by Meta to your Meta account, with no markup from us. They aren't part of your Wapimate plan.
Consent
Only message customers who agreed to hear from you. Anyone who replies STOP is unsubscribed automatically and won't get marketing messages.
Need a hand? We'll set it up with you.
Free setup call for every new store. We reply within one business day, usually much sooner.