Setup guide

Go live on GoFER without a technical manual

A practical checklist for marketing, sales ops, and agency leads—what to prepare, what to click, and how to know your pilot worked. Send the technical sections to your IT contact only when you need them.

Create workspace See the four steps

Same journey as How it works—written here as a setup checklist.

Before you open the dashboard

Decide which brand or client gets the first workspace (one pilot at a time works best).
Confirm who can approve WhatsApp Business or website embed on your side.
Have CRM admin access ready—HubSpot, Salesforce, or Pipedrive—or agree to start with chat only.
Collect FAQs, a pricing page URL, or a PDF your team already sends to prospects.
Pick one person to test human takeover and one person to check the CRM after each test.

Create your workspace

Register with your work email and confirm access.
Invite teammates who will reply to chats or review transcripts.
Skim usage limits on your plan so you know token and channel quotas.

Tip: Agencies: one workspace per client keeps knowledge and billing separate.

Connect your first channel

Most teams start with WhatsApp Business or the website chat widget—pick whichever gets more inbound today.

In Settings → Integrations, connect WhatsApp or copy the web chat embed snippet.
Paste the snippet on one page first (homepage or contact), not the whole site.
Send yourself a test message and confirm it appears in the GoFER inbox.

Tip: If Meta asks for business verification, finish that before expecting production traffic.

Link your CRM (when ready)

GoFER should update the same contact record your reps already use—not a separate spreadsheet.

Connect HubSpot, Salesforce, or Pipedrive from workspace settings.
Run one test conversation and confirm a contact or deal was created or updated.
Agree which pipeline stage means “qualified” for your pilot report.

Tip: No CRM yet? Run chat-only for a week, then connect CRM once field mapping is agreed internally.

Teach the assistant your facts

Upload what you already trust—FAQs, policy PDFs, or a URL on your site—so answers match your brand.

Add at least one pricing or product URL, or upload a short FAQ PDF.
Set tone (professional, friendly, etc.) and when to hand off to a human.
Ask three real questions your customers ask and fix any wrong answers before go-live.

Practice human takeover

The pilot fails if agents cannot jump in with full context in one click.

Trigger a handoff from the dashboard during an internal test thread.
Confirm the customer sees that a person joined—no new thread on WhatsApp.
Check that notes or tags you expect in the CRM appear after the test.

Run a limited pilot

Go narrow: one channel, one offer, one week—then expand.

Route only a slice of traffic (one landing page, one WhatsApp line, or one region).
Review transcripts daily for the first five business days.
Decide go / no-go: Did leads reach the CRM? Did reps trust the transcripts?

Tip: If the CRM did not update, pause marketing spend until integrations are fixed—not the chat copy.

You are ready to scale when…

Test messages land in GoFER and reps can take over without confusion.
Answers about price and policy match what is on your site or PDFs.
At least one real lead synced to the CRM with transcript or notes attached.
Your team knows who checks the inbox each business day.

No in-house IT?

Most customers on gofer.support run pilots without a developer. We help with embed snippets, WhatsApp reconnects, and CRM field mapping during onboarding.

Talk to us about guided setup Support

Keep exploring

How it works

The four-step model in plain language

Integrations

What connects to GoFER

FAQ

Quick answers by topic

For your IT team

API and webhook overview

Stuck on a step?

Chat with us on gofer.support or email hello@gofer.support.