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To give your team the best experience from the start, BluBash is set up in a structured sequence. Following these steps in order ensures that everything is configured correctly before your first conversation arrives.
1

Add team members

Add your team members to the platform and define each person’s access level based on their role.Add a member →
2

Create teams and assign members

Organize your operation into departments and link each member to the right team. This controls how conversations are routed and assigned.Create and configure teams →
3

Create tags

Set up tags to classify conversations. Tags make it easier to organize your inbox, filter reports, and trigger automations.Create tags →
4

Configure your AI agent

Set up your AI agent with the instructions and context it needs to handle customer conversations. Test and adjust the agent’s behavior to match your operation’s needs.Create an AI agent →
5

Connect your WhatsApp channel

Connect your WhatsApp number to BluBash. This centralizes all incoming messages on the platform and activates the AI agent on that number.Connect a channel →
6

Create message templates

Create and submit Meta-approved message templates. Templates are required to initiate new conversations with contacts outside the 24-hour messaging window.Create a template →
7

Start using the platform

With everything configured, your team can begin handling conversations and exploring all of BluBash’s features.Start a conversation →
After connecting your WhatsApp number, send a test message from your personal number to the connected number. Act as a customer to verify that the AI agent responds correctly and that conversation routing is working as expected.
Your account is now ready. If you have questions at any point during setup, the BluBash support team is available to help via WhatsApp.