THE SAYLS FIELD GUIDE

Set up SAYLS.
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Connect your WhatsApp account. Understand the costs. Build a useful workflow. Practical answers for the business you run.

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14 practical guides

An ivory doorway with stepping stones and a lime check token, illustrating a clear first week.Your first week
Getting started6 min read

How to start your 7-day SAYLS trial and choose a plan

Create your SAYLS workspace, verify your email, try a real WhatsApp workflow and choose the plan that fits your team.

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A forest-green phone and conversation bubble joined to a team workspace by a lime connection.Connect officially
WhatsApp setup7 min read

Connect WhatsApp Business to SAYLS without writing code

Understand Meta Embedded Signup, choose a new Cloud API number or eligible Business App coexistence, and test your SAYLS connection.

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Two separate forest-green payment trays with an unnumbered business card and ivory coins.Understand the costs
Billing & setup6 min read

Understand and set up WhatsApp Business messaging payments

Keep your SAYLS subscription and Meta messaging costs clear. Learn what to check before adding a payment method to the correct WhatsApp billing account.

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A folder of blank business documents beside a business building, magnifying lens and check token.Prepare for verification
WhatsApp setup6 min read

Prepare your business for Meta verification

Gather consistent business information, use authorised Meta access and understand what business verification does and does not mean.

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Conversation bubbles follow branching forest-green paths into an organised lime inbox tray.See the whole workflow
Getting started7 min read

How SAYLS turns WhatsApp enquiries into a team workflow

See how the shared inbox, contact records, bots, AI and store connections fit together in a practical SAYLS customer journey.

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Ivory messages pass through a lime permission gate while an opt-out token stays separate.Send with a purpose
Campaigns & quality7 min read

Prepare a WhatsApp campaign customers expect to receive

Build a useful audience, organise consent, prepare an appropriate template and test your SAYLS campaign before scaling.

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A modern forest-green phone beside a monitoring lens, signal bars and a lime shield tile.Keep an eye on quality
Campaigns & quality6 min read

Build a practical WhatsApp account-quality routine

Use SAYLS number context, message outcomes and Meta account information to spot issues early and improve customer messaging.

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A forest-green storefront and ivory order parcel connected to a conversation bubble by a lime path.Connect store context
Commerce7 min read

Connect Shopify to a clearer WhatsApp order-support workflow

Prepare your Shopify access, authorise the SAYLS connector, map appropriate messages and test order support before enabling automation.

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A customer-message timeline, a 24-hour clock and a separate approved-template route in SAYLS brand colours.Know when to reply
Messaging rules5 min read

WhatsApp’s 24-hour window: when can your team reply?

Understand the WhatsApp 24-hour customer service window, when approved templates are needed, and how to plan replies and handovers in SAYLS.

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Three distinct message routes labelled marketing, utility and authentication beside a template review card.Give each message a purpose
Templates & campaigns5 min read

WhatsApp templates: choose the right category and purpose

Compare marketing, utility and authentication template purposes. Prepare clearer WhatsApp messages and review approval before using them in SAYLS.

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Three separate brand-colour budget columns for platform, messages and optional services, with a planning worksheet.Budget with clarity
Billing & setup5 min read

WhatsApp Business API costs: plan your messaging budget

Build a practical WhatsApp Business API budget. Separate SAYLS subscription costs, Meta message charges and optional usage before choosing your plan.

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A customer permission record passing through a lime review gate, with a separate stop-request route.Respect the customer’s choice
Responsible messaging5 min read

WhatsApp opt-in and opt-out: a practical business checklist

Prepare clearer WhatsApp permissions and opt-outs. Learn what to record, how to handle stop requests and how SAYLS consent tools fit your workflow.

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A single phone conversation becoming an organised team workspace with three individual staff roles.Choose around your team
Choosing your setup5 min read

WhatsApp Business app or API: what does your team need?

Compare a phone-led WhatsApp Business setup with an API-connected team workspace. Decide using reply ownership, multiple numbers and workflow needs.

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A customer conversation and order reference passing from sales to support with a visible next owner.Keep the next person informed
Team workflows5 min read

WhatsApp support handovers: stop asking customers to repeat

Build a clearer WhatsApp customer-support handover with shared history, customer context and reply ownership. Use this practical SAYLS team checklist.

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