Basics

Getting started

Set up your workspace, invite your team, and connect your first channel.

Getting started

Welcome to Callduck — a WhatsApp Business messaging platform built for WhatsApp Business Platform integration. This guide gets your workspace running and explains the safest path from exploring the product to sending real, compliant messages.

1. Create your workspace

Sign up and create an organization. A single account can hold a business workspace and, in agency mode, multiple client workspaces you can switch between.

2. Invite your team

Invite members and assign each a role — Owner, Admin, Manager, Agent, or Viewer. See Team roles for what each role can do.

3. Connect a channel (start in Demo)

Add a WhatsApp channel under Channels → WhatsApp. New channels start in Demo mode, which simulates the full experience and sends nothing. When you have Meta Cloud API credentials, switch the channel to Cloud API to send for real. See Provider modes.

4. Import contacts and set business hours

Import your contacts, record their opt-in status, and configure business hours and an away message so customers always get a timely reply.

> Demo mode is the right place to learn the product. No real WhatsApp messages are ever sent until you connect valid Cloud API or BSP credentials.

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