To set up Stravax Engage, work through one ordered checklist: connect your WhatsApp number, invite your team, set your business hours and auto-replies, save the replies you send most, sync your message templates, import your contacts, then connect Shopify or your ad accounts if you use them. The steps use the new look; earlier-look destinations are noted below.
Nothing sends or receives until a number is connected. Go to Settings > Connections > WhatsApp and select the connect option when available. In the earlier look: Settings > Channels > WhatsApp & channels, then Connect WhatsApp to run Meta's embedded signup flow. See Connect your WhatsApp number for the full walkthrough.
Go to Settings > Team, select Invite teammate, enter a teammate's email and pick their role. In the earlier look: Settings > Workspace > Team & seats. Agents work the inbox and CRM; admins additionally manage billing, broadcast settings, the AI qualifier, the team and the channel. A new user receives an email with a link and a 6-digit code and sets their own password. Someone who already has an Engage account keeps their password and may be added without an invitation email.
Set your time zone and hours in Settings > Business hours, then use Automation > Auto-replies for an away reply and a welcome message. In the earlier look, both are on Automation > Auto-replies. See Auto-replies: away hours and welcome messages.
Go to Automation > Saved responses (in the earlier look: Settings > Messaging > Canned responses) and save the responses your team sends most often, as a shared library everyone can use or as your own private snippets. Pull any of them into the composer with the / shortcut while replying to a conversation. See Saved responses.
Go to Campaigns > Templates. In the earlier look: Settings > Messaging > Templates. Stravax Engage mirrors the templates approved in your Meta WhatsApp Manager, including status changes, so an admin can select Sync now to pull the latest list, or wait for the nightly sync. Templates matter because outside the 24-hour customer service window, only an approved template can start a WhatsApp conversation. See Message templates: sync, statuses and categories.
Open Customers > Contacts (in the earlier look: Contacts) and import a CSV of your existing contact list. Map your file's columns to Stravax Engage's fields, run a dry-run preview to see exactly what would import and what would be rejected, then confirm. Every phone number normalizes the same way an inbound WhatsApp message does, so an imported contact and a contact that later messages you in match up as the same person. See CSV import and export.
If you sell on Shopify, install the Stravax Engage app from your Shopify admin to turn on abandoned-checkout recovery over WhatsApp. If you run ads on Meta, Google or TikTok, open Settings > Connections to see available account options. Facebook and Instagram connection is held in the new look; contact support. Qualified or converted leads can sync back to Meta and TikTok as conversion events. Sending results to Google Ads is not switched on yet.
In the earlier look, connect Google Ads or TikTok from the Connections dialog on the CRM page. Facebook and Instagram cannot be connected there after the Facebook connection change; see Connect Facebook and Instagram, or contact support.