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Set up Querygen, connect a messaging channel, and understand the core product model.

Getting Started with Querygen

Querygen brings customer conversations, summaries, alerts, automations, and follow-up work into one workspace. Create or join a workspace, connect a supported channel, then use the Inbox to read and reply while the rest of the app helps your team find important conversations and act on them.

Onboarding

Onboarding has two steps. First, add your name if it is not already saved and create your workspace. Invited teammates add their name and join the workspace from their invitation instead of creating another one. Second, choose a customer channel: WhatsApp Business API through Meta, Instagram, or regular WhatsApp when it is available for your workspace.

Step 1 of 2Account setup

Create your workspace

Tell us who you are and create a workspace for your team.

Follow the connection instructions shown for the channel you choose. You can skip channel setup and finish it later from Settings > Connect a channel. Connecting or managing channels requires Write access to the corresponding channel feature. Invited members can finish their profile and continue into the workspace.

Tip: Your verified phone number helps Querygen match you to your Personal WhatsApp conversations when your role has Own access. Add or replace it later in Settings > Profile.

Navigating the App

The sidebar groups the workspace into conversation tools (Inbox, Dashboard, Que), automation tools (Alerts, Jobs, Campaigns, AI Agent, Pulse), and work tools (Tasks, Sales). Some items appear only for roles that can use them. Settings, the User Guide, and account actions are available from the lower part of the sidebar.