Creating a Workflow

Learn how to create a new workflow and assign a WhatsApp account.

How to Create a New Workflow

  1. Go to the Workflows tab
  1. Click “New Workflow”
  1. Enter:
      • Workflow Name (for your reference)
      • WhatsApp Account (must already be added under WhatsApp Accounts)
      • Google Ads Account Number (optional – for labeling only)
  1. Click Create Workflow

📌 Notes

  • Each WhatsApp number can only belong to one workflow.
  • Once assigned, the WhatsApp number cannot be changed for that workflow.
  • You must assign a WhatsApp number (can defer selection at creation but must assign before use).