Create your account

There’s no card to add and nothing to install. You need your phone and, for the next steps, your Instagram login.

Choose how you’ll sign in

The Create your account page gives you four ways in. The one you choose is how you sign in from then on.

• Phone — we text you a one-time code. No password to remember.
• Email — your email address and a password.
• Continue with Google
• Continue with Facebook

Sign up with your phone number

1. On Create your account, choose Phone.
2. The country is set to India. Pick another country if your number is from somewhere else, then type your number.
3. Press Send code. We text a six-digit code to that number.
4. Type it into Verification code and press Verify & continue.

Each time you sign in with your phone, you get a fresh code by text.

Sign up with email

1. Choose Email.
2. Enter your Email and a Password of at least 8 characters.
3. Press Create account.
4. If you see “Check your email to confirm your account, then sign in”, open that email, confirm, and sign in.

Get your shop ready

After you sign up you land on “Let’s get your DMs working for you.” Press Start setup. A bar at the top shows where you are — for example, “Your shop · 1 of 5”.

1. Your shop — your Business name, What do you sell? (tap one, or Something else for the full list) and Website (optional). Your agent greets customers with your shop’s name.
2. Channels — connect Instagram, WhatsApp or both. See Connect Instagram and Connect WhatsApp.
3. Store & payments — Shopify for your products, and Razorpay or Cashfree for payments. See Connect payments.
4. What your agent knows — if you gave your website, we read it for you. Add any other page with your shipping, returns or common questions.
5. Your first agent — pick the agent that starts first. We suggest one based on what you sell. If you pick Sales & Commerce, Reply to comments on my posts is there too: when someone comments on any of your Instagram posts, your Sales agent sends them a DM about it. It’s on when Instagram is connected, and you can switch it off.

At the end you see “your shop’s name is live.” — or “… is set up.” if your agent isn’t on yet — and a summary of what’s connected. Press Open dashboard.

Stop now and finish later

Finish later, at the top of every step, saves what you’ve done and takes you to your dashboard. Carry on from there: channels and payments in Connections, products in Catalog, and your agents in AI Studio.

Only using WhatsApp? Every step works without Instagram. Replying to comments needs it, so switch that on from your Sales agent in AI Studio once Instagram is connected.

If something’s not right

• “Enter the code we texted you.” — the code box was empty. Type the six digits from the text and press Verify & continue again.
• No code arrived — check the country and the number, then ask for a new code.
• “Password must be at least 8 characters.” — choose a longer password.
• You were sent straight to an invitations page — someone has already invited your email address to their workspace. Accept it there, or create your own workspace instead.