The WhatsApp Business Onboarding Checklist empowers users to quickly explore and activate key features connected to their CRM setup. With guided touchpoints and contextual navigation, this checklist ensures that users experience rapid value from their WhatsApp integration while discovering core tools that enhance automation, messaging, and scheduling.
TABLE OF CONTENTS
- What is the WhatsApp Business Onboarding Checklist?
- Key Benefits of the WhatsApp Business Onboarding Checklist
- Checklist Touchpoints
- How To Setup the WhatsApp Business Onboarding Checklist
- Frequently Asked Questions
What is the WhatsApp Business Onboarding Checklist?
The onboarding checklist for WhatsApp Business is a collapsible, interactive guide that appears after the initial setup. It helps users complete the most important next steps for using WhatsApp effectively within the HighLevel platform. Designed to accelerate engagement and adoption, this tool links users to key functionalities like templates, automations, and chat widgets with just one click.
The checklist is smart, unobtrusive, and progress-driven—ensuring users don’t miss essential steps in maximizing WhatsApp’s business impact.
Key Benefits of the WhatsApp Business Onboarding Checklist
Designed to reduce drop-off and streamline the user journey, the checklist offers several benefits:
Interactive “What’s Next” Panel: Guides users directly after setup with actionable steps.
Quick Feature Discovery: Introduces tools like Chat Widget, Smart Lists, and Workflow Automation.
Context-Aware Navigation: Automatically links users to the correct pages based on their current configuration.
Motivational Design: Visual checkmarks keep users informed of progress and completion.
Minimal UI Intrusion: Collapsible panel keeps focus on tasks without cluttering the screen.
Checklist Touchpoints
Each checklist item leads to a high-impact WhatsApp Business feature that enhances outreach, automation, or scheduling. Here’s what’s included:
Template Creation – Get started with reusable, approved WhatsApp message templates.
Chat Widget Integration – Add WhatsApp as a chat channel to your website for instant lead capture.
Bulk Campaign Management – Use smart lists to send broadcast messages or updates.
Appointment Booking Flows – Automate and confirm appointment scheduling through WhatsApp.
Direct Messaging – Instantly initiate 1:1 conversations with prospects or clients.
Workflow Automation – Build automated follow-ups and engagement flows using WhatsApp triggers.
How To Setup the WhatsApp Business Onboarding Checklist
This checklist activates automatically after WhatsApp Business is configured in your account. No manual setup is needed.
To ensure it appears correctly:
Complete the WhatsApp Business setup under Settings > Phone Numbers > Connect WhatsApp.
Once connected, the onboarding checklist will display in the lower-right corner of the CRM dashboard.
Click on the checklist to expand, and start completing items in any order.
Click any item to navigate directly to the relevant setup screen.
Frequently Asked Questions
Q: Where does the checklist appear in my account?
A: It appears in the lower-right section of the CRM dashboard once WhatsApp Business is configured.
Q: Can I hide or collapse the checklist?
A: Yes, the checklist is collapsible to reduce visual clutter.
Q: What happens after I complete all items?
A: All items will be marked with checkmarks. The checklist will remain hidden unless reactivated manually.
Q: Can I access the checklist again later?
A: Yes, you can reopen it from the same location at any time post-setup.
Q: Does the checklist appear for all users?
A: It appears for accounts with WhatsApp Business successfully connected.
Q: Will the checklist items update over time?
A: HighLevel may enhance the checklist in future updates to reflect new WhatsApp capabilities.
Related Articles
Was this article helpful?
That’s Great!
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
Feedback sent
We appreciate your effort and will try to fix the article