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Getting your business onto Unecast takes less time than you might expect. This guide walks you through every step - from creating your free account to sending your first message or launching your first automation. You don’t need a developer, and you don’t need a credit card to start.

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Prerequisites

Before you begin, make sure you have the following ready:
  • A business phone number - a mobile or landline number that isn’t already registered to the WhatsApp Business App. If your number is currently on WhatsApp Business App, Unecast can help you migrate it.
  • A Facebook Business Manager account - required to connect WhatsApp via the WhatsApp Business API. If you don’t have one yet, follow Meta’s setup guide before proceeding. Unecast walks you through this during setup.
  • Admin access to your website or documents (optional, for AI agent) - your website URL or uploaded PDFs become the AI agent’s knowledge base.
Unecast manages the WhatsApp Business API verification process on your behalf. You don’t need to apply to Meta directly or configure any API credentials yourself - Unecast handles the technical setup end to end.

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Onboarding steps

1

Create your free account

Go to flow.unecast.com and sign up with your business email address. No credit card is required - your account starts on the Free plan immediately.Once signed in, you’ll land in the Unecast dashboard. A setup checklist guides you through the remaining steps at your own pace.
2

Connect your first channel

Navigate to Settings → Channels and select the channel you want to add first. Unecast supports:
  • WhatsApp (via WhatsApp Business API) - most popular starting point
  • Live Chat - embed a web widget on your website
For WhatsApp, click Connect WhatsApp and follow the in-app prompts. Unecast guides you through the Facebook Business Manager verification flow. Most verifications complete within a few minutes to a few hours depending on your account status.Once connected, incoming messages from that channel appear immediately in your unified inbox.
3

Invite your team

Navigate to Settings → Team Members and click Invite Member. Enter your colleague’s email address and assign them a role:
  • Admin - full access to settings, modules, messaging channels, billing, and all conversations
  • Member - access to the inbox and assigned conversations; cannot change account settings
Team members receive an invitation email with a link to set up their account. You can invite as many team members as your plan allows, and add more at any time for $10/month per additional user.
On the paid plans, Unecast includes a free onboarding call with a product specialist. They’ll help you configure your channels, build your first automations, and get your AI agent production-ready. To book your session, please reach out to support via support@unecast.com.

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What’s next

Now that you’re set up, explore the key features that make Unecast powerful:

Universal Inbox

Learn how to manage conversations, assign teammates, apply labels, and use saved replies.

AI Agent

Go deeper on knowledge bases, escalation rules, multi-channel coverage, and agent analytics.

Automations

Build advanced workflows with triggers, conditions, delays, and multi-step action chains.

Integrations

Connect HubSpot, Shopify, Zapier, Make, and more to sync contacts and automate handoffs.