Where everything lives
Settings is the last item in the left sidebar, pinned to the bottom. Click it and a second column opens beside the sidebar: that column is the whole back office, split into four groups. The right-hand side stays empty until you pick a page.
Two items are admin-only: User Management and Audit Logs. Audit Logs is also the one page that opens full screen, with the Settings column hidden. Everything else you see depends on what your role is allowed to open, so your list may be shorter than the one above.
Don’t feel you have to tour all four groups now. Automation & Data (integrations, webhooks, API keys) and CRM Configuration (custom fields, tags, pipelines, calendars) are powerful, but none of them block you from going live. We’ll point you at the ones worth doing next at the end.
Connect a channel
This is the one that makes everything else work - until a channel is connected, nothing can reach your Inbox.
Open Social Channels
Click Settings, then Social Channels under Communication.
Connect your communication platforms to start messaging leads directly from the dashboard.
Click Connect on your channel
A new workspace starts with three cards: Whatsapp Business, Facebook Messenger and Instagram Messenger. Click Connect on the one your customers use. WhatsApp is the big one - it’s the official WhatsApp Business Platform, connected through Meta.
Connect your communication platforms to start messaging leads directly from the dashboard.
Connect your communication platforms to start messaging leads directly from the dashboard.
Link your WhatsApp Business App to Exabloom to unlock API capabilities while still using the mobile app.
- Your Meta Verified badge (blue checkmark) will be removed upon connection.
- Voice and video calls are not supported in Exabloom.
- Access your WhatsApp Business App at least once every 14 days to maintain the connection with Exabloom.
Check the card says Connected
When Meta hands you back, the card turns to a green Connected pill with the number underneath, and the Connect button becomes Settings. If it doesn’t, the connection-problems guide covers the usual causes.
Connect your communication platforms to start messaging leads directly from the dashboard.
Invite your team
Open User Management and click Add user
Fill in the New user dialog
Every field is required: an Email, a Role, a First name and Last name, and a starting Password that you choose for them. Then click Create user.
Pick Normal User for most people and keep Admin for whoever runs the account. Admins can open User Management and Audit Logs; what a Normal User can open in Settings depends on the permissions set for their role. Because you choose the password here, tell your teammate what it is - they can change it after signing in.
Set up your workspace details
The page is called Workspace Settings. It holds your workspace name and address, your registration details (UEN and registered name, for Singapore billing), and - the part that quietly matters most - your regional settings.
Open Workspace and name it
Set your timezone and country, then save
Scroll down to Regional Settings. Both fields are search boxes - click one and start typing. The Date interpretation beneath decides whether a date like 07/05/2026 from a workflow is read day first or month first.
Optional: fill in your own Profile
Profile is the first item in General. It’s a two-minute job that’s easy to skip: your name and photo are what your teammates see next to your work.
Check your alerts
Last one, and it’s a safety net. The setting that matters at go-live is the Channel disconnection alert - if WhatsApp ever drops its connection, you want to hear about it before your customers do. It’s on by default, so this task is mostly checking it hasn’t been switched off.
Open Notifications and look at your row
Each row has two switches: In-app and Email. The disconnection alert is sent by email to everyone in the workspace who has it switched on, and the reconnect link in it goes straight to Social Channels.
Admins: decide who can’t opt out
Below your own preferences, admins get a second card: Organisation Notification Settings. Each cell starts as No override, meaning everyone controls their own switch. Click a cell to Force on or Force off for all users or specific ones. Affected people see their switch locked, with a note that their admin has enforced it.
Then go deeper
That’s the workspace live. Everything below is optional and incremental - pick up each one when you feel the need for it, not before. Each tile opens its own full guide.
Set business hours and an after-hours away message.
Save canned responses your team can drop into any chat.
Name the stages a lead moves through, first enquiry to closed.
Capture the extra details and labels your business cares about.
Beyond settings, the foundational concepts - contacts, leads and pipelines, the AI agent and Knowledge Hub, and workflows - each have a guide of their own, linked below. Read those once and the rest of the product clicks into place.
Good to know
- Connect a channel first. Nothing reaches your Inbox until at least one Social Channel is connected - it’s the one task that unblocks everything else.
- Set your timezone before you automate. It’s the reference clock for business hours and booking slots; changing it later moves when every time-based rule fires.
- Two roles in this dialog. A new user is either Admin or Normal User. Only admins see User Management and Audit Logs.
- Workspace and Profile save on their own. Each has its own Save Changes button - make a change, then save it before you navigate away. Notification switches are the opposite: they save the instant you click.
- Check the disconnection alert. It’s the cheapest insurance you’ll buy - you’ll know a channel dropped before a customer’s message goes unanswered.
- Don’t over-configure on day one. Custom fields, tags, pipelines and integrations can all wait - add them as real needs appear, not pre-emptively.
Want us to set it up with you?
Our Singapore-based team can connect WhatsApp and walk you through the first run during onboarding - just reach out.