Getting started
Create and prepare your account
Sign up, verify your account, create an Agent Project, and prepare billing and WhatsApp prerequisites.
Business usersAdministratorsBeginnerAvailable
What this guide covers
- Account setup establishes the profile and account that own Agent Projects, the Yanola subscription, and the shared Yanola Balance.
- Prerequisites: An email address you control.
- Result: The dashboard opens and the new Agent Project appears under Agents.
- Limit: There is no current create-or-join-organization or invitation step in the Yanola UI.
What this is and when to use it
Account setup establishes the profile and account that own Agent Projects, the Yanola subscription, and the shared Yanola Balance.
| Use it when | Expected outcome |
|---|---|
You are using Yanola for the first time. | The dashboard opens and the new Agent Project appears under Agents. |
You need to recover access before creating an Agent Project. | The dashboard opens and the new Agent Project appears under Agents. |
Before you begin
- An email address you control.
- Access to the Meta business assets is needed only when you connect WhatsApp.
Prerequisites
An email address you control. Access to the Meta business assets is needed only when you connect WhatsApp.
Complete the task
- Open Sign up, enter the requested account details, and submit the form.
- Complete email verification if Yanola asks for it.
- Sign in and open Dashboard → Agents.
- Create a WhatsApp Agent Project and give it a recognizable name.
- Before live sending, review Billing and add Yanola Balance if required.
Confirm it worked
- The dashboard opens and the new Agent Project appears under Agents.
Common problems
| Symptom | What to check |
|---|---|
Sign-in is rejected | Verify the email and password, then use Forgot password if needed. |
A Meta asset is not visible later | Sign into Meta with a profile that can manage the correct business portfolio and WhatsApp Business Account. |
Current limitations
There is no current create-or-join-organization or invitation step in the Yanola UI.
Product boundary
There is no current create-or-join-organization or invitation step in the Yanola UI.
Where to go next
Related documentation
Create your first WhatsApp Agent ProjectCreate the workspace that contains a WhatsApp number, conversations, workflows, schedules, integrations, and developer settings.Connecting WhatsApp numbersConnect a WhatsApp business number in Yanola and make it available as a Sender for an Agent Project.Billing overviewUnderstand the account-level Yanola Subscription, shared Yanola Balance, project workflow usage, top-ups, auto-top-up, and transaction history.