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Getting Started

Welcome to Remo. This section takes you from an empty account to a bot that answers your clients on the WhatsApp number they already message — without taking that number away from your team.

What You'll Need​

Before you start, have the following ready:

  • A WhatsApp number for your business — ideally the one your clients already write to
  • The phone that number lives on, within reach — Meta asks you to verify the number during setup
  • A Meta account you can sign in with — the account behind your business's Facebook or Instagram presence, if you have one
  • Access to your Remo dashboard — sign up at the platform URL your account manager gave you
  • Your business content, ready to upload: product listings, photos, PDF brochures, and office addresses (optional, but it's the single biggest difference between a vague bot and a useful one)

First-Time Onboarding​

When you first log in, Remo runs you through a short onboarding checklist:

  1. Verify your email — confirm the address you signed up with
  2. Create your first project — give it a name and pick the project type
  3. Connect your WhatsApp number — this happens through Meta, and your number keeps working on the phone at the same time. See Connecting With Coexistence.
  4. Configure the AI — write your project's system prompts and characteristics in Configuration → Advanced
  5. Upload your catalog — the products, properties, or services the bot is allowed to quote
  6. Send a test message — confirm the bot replies the way you want before a real client sees it

You can dismiss the checklist at any point and come back to it later. Every step also has a dedicated dashboard page once your project exists.

How You Connect Your Number​

There is one path now, and it is the same for everyone: you connect through the Meta Cloud API using Coexistence.

Coexistence means exactly what it sounds like. Your number stays signed in to the WhatsApp Business app on your phone, your team keeps replying from there, and the bot answers alongside them. You start it from Configuration → Advanced → WhatsApp provider, and Meta walks you through the rest in its own popup — roughly ten minutes start to finish.

The older method, WAHA, connected by scanning a QR code the way WhatsApp Web does. It still runs for the businesses already on it, but it is no longer offered.

WAHA can't be chosen anymore

New projects cannot select WAHA — the option is hidden, and switching a project to it is refused. If your project is already connected through WAHA, nothing changes: it keeps sending and receiving, keeps its QR page, and you can move to Meta whenever you're ready. See WAHA Connection (Legacy).

Next Steps​

  1. Connect your number with Coexistence — the setup you'll actually do
  2. How the WhatsApp connection works — what Coexistence changes, and what Meta charges for
  3. Message templates and Meta billing — what happens when you message a client after 24 hours of silence
  4. Test your bot before going live — run a real conversation without messaging a real person