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Getting Started with Your Account

Setting up your WhatsEngine account is the first step to transforming your WhatsApp into a powerful task management system. This process connects your phone number to the system and establishes your personal settings.
Important: You’ll need access to your WhatsApp to complete phone verification during setup.

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Step 1: Create Your Account

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Registration Process

1

Visit WhatsEngine Dashboard

Go to web.whatsengine.net and click “Sign Up”
2

Enter Your Details

  • Full Name: Your display name for team members
  • Email Address: For account recovery and notifications
  • Phone Number: Your WhatsApp number (with country code)
  • Password: Secure password for dashboard access
3

Choose Your Plan

Select the plan that fits your team size and needs
4

Verify Email

Check your email and click the verification link

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Phone Number Format

Enter your phone number with the international country code: 
+1 555 123 4567

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Step 2: WhatsApp Phone Verification

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Verification Process

After registration, you’ll need to verify that you control the WhatsApp number:
  1. Receive WhatsApp Message: WhatsEngine sends a verification code to your WhatsApp
  2. Enter Code: Type the 6-digit code in the dashboard
  3. Confirmation: Your phone is now connected and ready to use

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Verification Troubleshooting

Common Solutions:
  • Check that WhatsApp is installed and working on your phone
  • Ensure you entered the correct phone number with country code
  • Wait 2-3 minutes for message delivery
  • Check WhatsApp spam/blocked messages folder
  • Try manual verification instead
If you entered the wrong number:
  • Go to Account Settings → Phone Number
  • Click “Change Phone Number”
  • Enter the correct number and verify again
  • Previous verification will be cancelled
For users with multiple WhatsApp numbers:
  • Choose your primary work WhatsApp number
  • WhatsEngine works with one number per account
  • You can change numbers later in settings
  • Business WhatsApp accounts work perfectly

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Step 3: Basic Profile Configuration

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Personal Information

Profile Settings

  • Display Name: How team members see you
  • Profile Photo: Optional avatar image
  • Job Title: Your role in the organization
  • Department: Which team/group you belong to

Contact Preferences

  • Email Notifications: Daily/weekly summaries
  • WhatsApp Reminders: How often to receive them
  • Working Hours: When you’re available for tasks
  • Time Zone: Critical for accurate scheduling

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Timezone Configuration

Critical Step: Setting the correct timezone ensures your tasks are scheduled accurately.
Choose your timezone from the dropdown menu:
Common Timezones
🇺🇸 Eastern Time (UTC-5)    → New York, Toronto
🇺🇸 Central Time (UTC-6)    → Chicago, Dallas  
🇺🇸 Mountain Time (UTC-7)   → Denver, Phoenix
🇺🇸 Pacific Time (UTC-8)    → Los Angeles, Seattle
🇬🇧 GMT (UTC+0)             → London, Dublin
🇪🇺 CET (UTC+1)             → Paris, Berlin, Rome
🇮🇳 IST (UTC+5:30)          → Mumbai, Delhi
🇯🇵 JST (UTC+9)             → Tokyo, Seoul
🇦🇺 AEST (UTC+10)           → Sydney, Melbourne

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Working Hours Setup

Define when you want to receive task reminders: 
Monday - Friday: 9:00 AM - 6:00 PM
Saturday: Off
Sunday: Off

Reminders: During working hours only
Urgent tasks: Allow after-hours notifications

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Step 4: Initial Dashboard Setup

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Dashboard Preferences

Customize your dashboard experience:
Choose what you see when you open the dashboard:
  • Today’s Tasks: See what’s due today (recommended)
  • All Tasks: Complete task overview
  • Team View: Focus on team assignments
  • Calendar View: Timeline perspective
Configure how the dashboard communicates with you:
  • Browser Notifications: For real-time task updates
  • Email Summaries: Daily or weekly task reports
  • WhatsApp Alerts: Critical notifications via WhatsApp
  • Sound Alerts: Audio notifications for urgent tasks
Personalize the visual experience:
  • Theme: Light, dark, or auto (follows system)
  • Density: Compact or comfortable layout
  • Colors: Choose your preferred accent colors
  • Language: Interface language preference

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Step 5: Test Your Setup

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Verification Checklist

Before inviting team members, test everything works:
1

Send Test WhatsApp Message

Text “today-15:30 test my setup” to the WhatsEngine bot number
2

Check Dashboard

Verify the test task appears in your dashboard within 30 seconds
3

Complete Test Task

Text “done [task-id]” to mark the test task complete
4

Verify Completion

Check that task status updates to “completed” in dashboard

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Expected Test Results

✅ WhatsApp Message Sent: "today-15:30 test my setup"
✅ Bot Response: "Task scheduled for today at 3:30 PM [ID: 1]"
✅ Dashboard Update: Task appears in "Today's Tasks"
✅ Completion: "done 1" marks task complete
✅ Status Update: Task moves to "Completed" section

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Account Security

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Security Best Practices

Password Security

  • Use a strong, unique password
  • Enable two-factor authentication
  • Don’t share your login credentials
  • Log out from shared devices

Phone Security

  • Keep your WhatsApp account secure
  • Don’t share the bot’s contact
  • Report suspicious messages immediately
  • Use WhatsApp’s built-in security features
Enable 2FA for extra security:
1

Go to Security Settings

Dashboard → Account → Security → Two-Factor Authentication
2

Choose Method

  • SMS codes to your phone
  • Authenticator app (Google Authenticator, Authy)
3

Setup & Test

Follow the setup process and test with a login attempt

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Common Setup Issues

Error: “This phone number is already associated with another account”Solutions:
  • You may have created an account before - try password reset
  • Contact support if you don’t remember having an account
  • Use a different phone number if you have one
Error: Email verification link doesn’t work or didn’t arriveSolutions:
  • Check spam/junk folders
  • Make sure email address is correct
  • Try resending verification email
  • Contact support if issue persists
Error: Bot doesn’t respond to messagesSolutions:
  • Verify your phone number in account settings
  • Make sure WhatsApp is working normally
  • Check if you blocked the bot number accidentally
  • Try sending “help” to the bot

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Next Steps

Once your account is set up and tested:

Add Team Members

Invite colleagues and set up your team structure

Create Tags

Organize your team into groups for efficient task assignment

Configure Settings

Fine-tune your WhatsEngine experience

Start Using WhatsApp

Learn how to create tasks through natural conversation

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Need Help?

Support Resources:
  • 📧 Email: [email protected]
  • 💬 Live Chat: Available in the dashboard
  • 📚 Documentation: Comprehensive guides for every feature
  • 🎥 Video Tutorials: Step-by-step setup walkthroughs