How to Set Up ReplyDock in 5 Minutes

Getting started with ReplyDock is incredibly simple. In this guide, we'll walk you through the entire setup process - from creating your account to sending your first message. Let's get started!

Prerequisites

Before you begin, make sure you have:

• ✅ A Slack workspace (admin access required)
• ✅ A WhatsApp Business account
• ✅ 5 minutes of your time

Step 1: Create Your ReplyDock Account (1 minute)

1. Visit replydock.com
2. Click "Sign Up" in the top right corner
3. Sign up using your email or Google account
4. Verify your email address (check your inbox for the verification link)
5. Complete your profile information

Pro Tip: Use your work email to make team invitations easier later.

Step 2: Connect Your Slack Workspace (2 minutes)

Once logged in, you'll be guided through the Slack integration:

1. Click "Connect Slack" on your dashboard
2. Select your Slack workspace from the dropdown
3. Review the permissions ReplyDock needs:
   • Read channel information
   • Send messages as bot
   • Create and manage threads
4. Click "Allow" to authorize the connection
5. Choose which Slack channel you want to use for customer messages
   • We recommend creating a dedicated #customer-whatsapp channel

What Happens Next: ReplyDock will add a bot to your workspace named "ReplyDock" that will handle all message synchronization.

Step 3: Link Your WhatsApp Business Account (2 minutes)

Now let's connect WhatsApp:

1. Navigate to the "WhatsApp" tab in your dashboard
2. Click "Connect WhatsApp Business"
3. You'll see a QR code on your screen
4. Open WhatsApp Business on your phone
5. Go to Settings → Linked Devices
6. Tap "Link a Device"
7. Scan the QR code displayed in ReplyDock
8. Wait for the green checkmark confirmation

Important: Make sure you're using WhatsApp Business, not regular WhatsApp.

Step 4: Configure Your Settings (30 seconds)

Customize ReplyDock to fit your workflow:

Message Routing

• Set default assignee for new messages
• Create auto-assignment rules based on keywords
• Set up business hours

Notifications

• Choose which team members get notified
• Set notification frequency
• Configure quiet hours

Templates

• Add quick reply templates for common questions
• Create greeting messages for new conversations

Step 5: Send Your First Test Message (30 seconds)

Let's verify everything works:

1. Send a WhatsApp message to your business number from a different phone
2. Watch it appear in your designated Slack channel
3. Reply to the thread in Slack
4. Check that your response appears in WhatsApp

🎉 Congratulations! You've successfully set up ReplyDock!

Quick Start Tips

Now that you're set up, here are some tips to maximize ReplyDock:

1. Organize with Slack Threads

Each WhatsApp conversation creates its own thread. Use thread replies to discuss internally before sending a customer response.

2. Use @mentions

Tag team members in threads to bring them into specific conversations.

3. Set Up Quick Replies

Save time by creating templates for frequently asked questions.

4. Monitor Response Times

Use ReplyDock's dashboard to track how quickly your team responds to customers.

5. Integrate with Your CRM

Connect Salesforce or HubSpot to automatically log customer conversations.

Common Setup Issues & Solutions

"QR Code Won't Scan"

• Make sure you're using WhatsApp Business (not regular WhatsApp)
• Ensure your phone camera has permission to access the camera
• Try refreshing the QR code if it's been more than 2 minutes

"Messages Not Appearing in Slack"

• Verify the ReplyDock bot is in your selected channel
• Check your Slack permissions settings
• Ensure your WhatsApp Business is actively connected

"Can't Reply from Slack"

• Make sure you're replying in the thread (not the main channel)
• Verify your Slack workspace permissions
• Check that your WhatsApp connection is active

Next Steps

Now that you're set up, explore these advanced features:

• Connect Salesforce for automatic logging
• Set up automated responses with keywords
• Invite your team members
• Create custom routing rules

Need Help?

Our support team is here to help you get the most out of ReplyDock:

• 📧 Email: support@replydock.com
• 💬 Live chat: Available in your dashboard
• 📚 Documentation: docs.replydock.com

Welcome to ReplyDock - we're excited to help you transform your customer communication! 🚀