Zapstro brings WhatsApp, Instagram, your CRM and your AI agents into one app. This guide puts the basics in place so your team can answer its first customer today. You don't need a developer.
1. Create your account
- Go to app.zapstro.com/register and choose a plan.
- The Starter plan includes a 3-day free trial with no credit card. Growth and Business start as paid subscriptions, monthly or yearly.
- Confirm your email address and log in.
2. Fill in your company details
Open Settings and start with your company details: name, contact details, address, currency, time zone and opening hours. These details appear in documents, messages, the calendar and time-based rules.
3. Create sectors and stages
Sectors are your queues or teams (for example Sales, Support, Billing). Each sector has its own Kanban stages, such as New, In progress, Proposal sent, Won.
- In Settings, open Sectors and create the teams you really have.
- Draw the real stages of your sales or support process for each sector. Keep the list short.
The recommended order is: sectors and stages first, then users and permissions, and finally connect each channel to the right sector.
4. Invite your team
- Open Settings › Users and add a new user.
- Enter a unique name and email for each person. Don't share logins: shared accounts hide who did what.
- Set a password of 8 to 128 characters with an uppercase letter, a lowercase letter, a number and a symbol.
- Choose the role: Admin (full management access) or the agent role (operational access you can fine-tune).
- Save. The new user automatically receives an invitation email with their access details, so double-check the address.
- Open the user's permissions and set which pages, connections, sectors, working hours and conversations they can access.
5. Connect your channels
Connect WhatsApp first, then Instagram and the others. See Connect WhatsApp and Connect Instagram and Facebook.
6. Turn on your AI agent
Tell your agent about your business and choose what it's allowed to do. See Set up your AI agent.
Quick checklist
- Company details, time zone, currency and hours confirmed
- Sectors and stages created
- Users invited with the right permissions
- WhatsApp connected and pointed to the right sector
- Quick replies and knowledge base prepared
- A full test: a message arrives, someone answers, the card moves, the deal closes