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Account Creation Guide 📝

Create Your chatwiser Account and Start Automating in 5 Minutes This comprehensive guide walks you through the complete account creation process, from initial signup to accessing your dashboard.

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Before You Start 📋

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What You’ll Need:

• Business Email Address: Professional email for your account
• Business Information: Company name, industry, location
• Facebook Page (optional): If you want to connect immediately
• Phone Number: For account security (SMS verification)

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Preparation Checklist:

• Have your business information ready
• Access to your email inbox
• Decide on your account username/handle
• Know your primary business goals

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Step 1: Visit chatwiser.co and Start Signup 🌐

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Navigate to chatwiser.co

Open your web browser and go to chatwiser.co

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Click “Start Free Trial”

Look for the prominent blue button that says “Start Free Trial” or “Get Started”

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Choose Your Signup Method

You can sign up using:

• Email & Password (recommended)
• Facebook Account (quick setup)
• Google Account (quick setup)

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Select Email Signup for Full Control

Click “Sign up with Email” for the most comprehensive setup process 🖼️ What You’ll See:

• Clean, professional signup form
• Arabic and English language options
• Clear privacy policy and terms links
• Secure HTTPS connection indicator

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Step 2: Enter Your Account Information 📊

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Fill in Basic Information

• First Name: Your first name
• Last Name: Your last name
• Email Address: Your business email
• Password: Strong password (8+ characters, mix of letters/numbers)
• Confirm Password: Re-enter your password

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Choose Your Username

• Create a unique username for your account
• This will be part of your chatwiser URL
• Use your business name or brand name
• Only letters, numbers, and underscores allowed

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Select Your Country

• Choose your primary business location
• This optimizes language, currency, and regional settings
• Affects available payment gateways and integrations

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Accept Terms and Conditions

• Read and accept the Terms of Service
• Accept the Privacy Policy
• Opt-in to marketing emails (optional but recommended)

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Step 3: Verify Your Email Address ✉️

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Check Your Email Inbox

• Look for an email from “chatwiser Team” or “[email protected]”
• Subject line will be “Verify Your chatwiser Account”
• Check spam/junk folder if you don’t see it within 5 minutes

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Click the Verification Link

• Open the verification email
• Click the blue “Verify Email Address” button
• This will open a new browser tab/window

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Confirm Verification Success

• You’ll see a “Email Verified Successfully” message
• You’ll be automatically redirected to the setup wizard
• If not redirected, log in with your credentials

📧 Email Not Received?

• Check spam/junk folders
• Verify you entered the correct email address
• Click “Resend Verification Email” on the login page
• Contact [email protected] if issues persist

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Step 4: Complete Your Business Profile 🏢

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Business Information

• Business Name: Your official company/brand name
• Industry: Select from dropdown (Retail, Restaurant, Services, etc.)
• Business Type: Startup, Small Business, Medium Business, Enterprise
• Website URL: Your business website (optional)

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Contact Information

• Phone Number: Business phone for account security
• Address: Business address (used for local features)
• Time Zone: Automatically detected but can be changed
• Language Preference: Arabic, English, or both

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Business Goals

Select your primary objectives (choose up to 3):

• Automate customer service
• Increase sales/revenue
• Improve customer engagement
• Save time on repetitive tasks
• Expand to new markets
• Better social media management

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Team Size

• Solo entrepreneur (just me)
• Small team (2-10 people)
• Medium team (11-50 people)
• Large team (50+ people)

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Step 5: Set Up Account Preferences ⚙️

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Language & Localization

• Interface Language: Arabic, English, or Auto-detect
• Content Language: Default language for bot responses
• Date Format: DD/MM/YYYY or MM/DD/YYYY
• Currency: JOD, USD, AED, SAR, EUR, etc.

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Notification Preferences

• Email Notifications: System updates, feature announcements
• SMS Notifications: Critical alerts (optional)
• Desktop Notifications: Browser push notifications
• Weekly Reports: Automated performance summaries

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Security Settings

• Two-Factor Authentication: Enable for extra security (recommended)
• Login Alerts: Get notified of new logins
• Session Timeout: Auto-logout after inactivity
• API Access: Enable if you plan to use integrations

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Privacy Settings

• Data Sharing: Allow anonymous usage analytics
• Marketing Communications: Receive tips and best practices
• Third-party Integrations: Allow connections to external tools

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Step 6: Access Your Dashboard 🎯

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Complete the Setup Wizard

• Review all information entered
• Click “Create My Account”
• Wait for account creation confirmation

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Welcome to chatwiser!

• You’ll see a welcome message
• Quick tour highlights key features
• Setup progress checklist appears

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Explore Your Dashboard

Key sections you’ll see:

• Overview: Account statistics and quick actions
• Setup Progress: Checklist of recommended next steps
• Recent Activity: Latest account activities
• Quick Actions: Connect pages, create bots, add products

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Take the Optional Tour

• Interactive walkthrough of main features
• Shows where to find key functions
• Can be skipped and accessed later via Help menu

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What Happens Next? 📈

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Immediate Next Steps:

1. Connect Your Facebook Page - Link your business page
2. Create Your First Bot - Use our welcome message template
3. Explore Templates - Browse industry-specific templates
4. Invite Team Members - Add colleagues to your account

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First Week Goals:

• Connect at least one social media account
• Create and test your first chatbot flow
• Set up basic automated responses
• Explore the e-commerce features
• Schedule your first social media post

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First Month Objectives:

• Launch your first marketing campaign
• Set up advanced automation flows
• Integrate with your existing tools
• Analyze performance metrics
• Optimize based on customer interactions

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Account Management Tips 💡

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Security Best Practices:

• Enable 2FA: Add two-factor authentication
• Regular Password Updates: Change password every 90 days
• Monitor Login Activity: Check for unauthorized access
• Use Strong Passwords: Unique, complex passwords

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Profile Optimization:

• Complete All Fields: Better personalization and support
• Upload Brand Logo: Professional appearance
• Add Team Members: Collaborate effectively
• Set Business Hours: Accurate customer expectations

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Getting Maximum Value:

• Explore All Features: Don’t just use basic functions
• Join Training Sessions: Free webinars and workshops
• Connect with Community: Learn from other users
• Regular Feature Updates: Check what’s new monthly

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Troubleshooting Common Issues 🔧

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Email Verification Problems:

Issue: “Email not received” Solutions:

• Check spam/junk folders
• Add chatwiser.co to your email whitelist
• Try a different email address
• Contact support for manual verification

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Login Difficulties:

Issue: “Can’t log in to account” Solutions:

• Verify email address is correct
• Reset password using “Forgot Password” link
• Clear browser cache and cookies
• Try incognito/private browsing mode

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Profile Setup Errors:

Issue: “Can’t save business information” Solutions:

• Check all required fields are filled
• Ensure phone number format is correct
• Try refreshing the page
• Use different browser if issues persist

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Dashboard Not Loading:

Issue: “Dashboard appears blank” Solutions:

• Check internet connection
• Disable browser extensions temporarily
• Clear browser cache
• Try different browser

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Account Types and Limitations 📊

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Free Trial Account:

• Duration: 14 days full access
• Features: All features available
• Limitations: Watermark on some outputs
• Upgrade: Anytime during or after trial

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Paid Account Benefits:

• No Limitations: Full feature access
• Priority Support: Faster response times
• Advanced Features: AI integration, custom branding
• Higher Limits: More messages, subscribers, integrations

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Next Steps 🚀

Now that your account is set up, you’re ready to:

1. Connect Your First Page - Link Facebook/Instagram
2. Build Your First Bot - Create automated responses
3. Set Up E-commerce - Start selling online
4. Explore Integrations - Connect existing tools

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Account created successfully? You’re now part of 500+ businesses using chatwiser to automate and grow their operations in the Middle East market!