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From Signup to Open Inbox

Go from kazenly.com signup to a working Unified Inbox on app.kazenly.com, with WhatsApp connected and (optionally) a teammate invited.

Before you start​

  • A browser that allows pop-ups / new tabs (Open Inbox opens a new tab)
  • Access to the email (or Google/Facebook) you will use for the account

Path at a glance​

  1. Create an account
  2. Sign in to the Account Dashboard
  3. Subscribe / unlock billing
  4. Set up Inbox
  5. Open Inbox
  6. Connect WhatsApp (and optional Instagram)
  7. Invite your first agent
  8. Confirm you are ready

1. Create an account​

  1. Go to kazenly.com.
  2. Start Start Free Trial — 14-day trial with WhatsApp and Instagram Connect included. No card required. (wording as shown on the site).
  3. Sign up with Display name, Email, Password → Create Account, or Continue with Google / Continue with Facebook.

Detail: Create an Account.

2. Sign in to the Account Dashboard​

After signup you use the Account Dashboard on kazenly.com (Overview, Billing & Invoices, Settings, Set up Inbox, Open Inbox).

This is not the Unified Inbox yet. Naming map: Kazenly.com vs App.

Sign-in help: Sign In to Kazenly.com.

3. Subscribe / unlock billing​

Bare trial alone may not unlock provisioning. Use Billing & Invoices to choose a plan.

If setup is blocked you may see Get Started — Subscribe on Billing to unlock Set up Inbox for WhatsApp and Instagram — with View Plans, Email Sales, or WhatsApp contact options.

Detail: Billing and Invoices · Subscribe, Upgrade, Downgrade, Cancel.

4. Set up Inbox​

  1. On the Account Dashboard, click Set up Inbox (Setting Up… while in progress).
  2. If you see Waiting for Capacity, the warm pool is full — try again later.
  3. Wait until Overview shows the workspace toward Ready.

Detail: Set Up Inbox.

5. Open Inbox​

  1. When status is Ready, click Open Inbox (Opening… while loading).
  2. A new tab opens app.kazenly.com with a one-time handoff login.
  3. You land in the Unified Inbox as the account owner session.

Detail: Open Inbox · Sign In to the Inbox.

Agents later may bookmark app.kazenly.com and use invite credentials instead of Open Inbox.

6. Connect WhatsApp (and optional Instagram)​

Inside the Unified Inbox:

  1. Open Settings → WhatsApp → Connect WhatsApp (Embedded Signup) until connected.
    — Connect WhatsApp
  2. Optional: Settings → Instagram → Continue with Instagram.
    — Connect Instagram

If Connect is blocked by plan: Plan Does Not Include WhatsApp / Instagram.

First-run checklist (Dashboard)​

Admins/managers who can open Settings and Broadcasts may see an Inbox ready checklist on Dashboard when WhatsApp is not connected yet:

  • Connect WhatsApp · optional Connect Instagram · Create template · Start campaign
  • Dismiss with I'll do this later (this browser only)

See Using Dashboard.

7. Invite your first agent​

  1. In the Unified Inbox, open Settings → Users (User Management).
  2. Click Create Agent.
  3. Fill Name, Email, optional WhatsApp number, Role, Status, Max Conversations, Skills.
  4. Click Create Agent.
  5. Use Copy invite link so the teammate can set their password and sign in.

Detail: User Management · Who Can Open Which Pages.

Have them set availability to Online before you expect Queued / assignment to work — Your Availability.

8. Confirm you are ready​

CheckExpected
Account Dashboard OverviewWorkspace Ready; Open Inbox works
Settings → WhatsAppConnected
Dashboard / InboxConversation lists load; header shows Live or Offline
OptionalTeammate signed in via invite

Suggested next guides​

Next jobGuide
First outbound blastRun Your First WhatsApp Campaign
Approve a template firstCreate and Approve a WhatsApp Template
Answer inbound chatsAnswer a WhatsApp Chat
Automate a keywordBuild Your First Bot Flow

Quick paths​

PathNotes
A. Owner soloSignup → billing → Set up → Open Inbox → Connect WA
B. Owner + InstagramSame as A, then Connect Instagram
C. Owner + agentSame as A, then Create Agent + invite link
D. Agent onlyReceive invite → set password → sign in at app.kazenly.com (no Set up Inbox)