Charles

<a href="https://intercom-help.eu/charles/en/articles/203955-whatsapp-number-requirements" rel="nofollow noopener noreferrer" target="_blank">I have a phone number</a>

<a href="https://intercom-help.eu/charles/en/articles/203951-facebook-business-verification" rel="nofollow noopener noreferrer" target="_blank">I have a Facebook Business Verificiation</a>

<a href="https://intercom-help.eu/charles/en/articles/204032-invite-agents" rel="nofollow noopener noreferrer" target="_blank">I have logged into charles and added agents</a>

- <a href="https://intercom-help.eu/charles/en/articles/203955-whatsapp-number-requirements" rel="nofollow noopener noreferrer" target="_blank">I have a phone number</a>
- <a href="https://intercom-help.eu/charles/en/articles/203951-facebook-business-verification" rel="nofollow noopener noreferrer" target="_blank">I have a Facebook Business Verificiation</a>
- <a href="https://intercom-help.eu/charles/en/articles/204032-invite-agents" rel="nofollow noopener noreferrer" target="_blank">I have logged into charles and added agents</a>

<a href="https://intercom-help.eu/charles/en/articles/204034-connect-whatsapp" rel="nofollow noopener noreferrer" target="_blank">Connect WhatsApp</a>

<a href="https://intercom-help.eu/charles/en/articles/204125-connect-google-analytics" rel="nofollow noopener noreferrer" target="_blank">Connect Google Analytics (GA4)</a>

<a href="https://intercom-help.eu/charles/en/articles/206334-klaviyo-integration" rel="nofollow noopener noreferrer" target="_blank">Connect Klaviyo (if necessary)</a>

<a href="https://intercom-help.eu/charles/en/articles/204122-connect-your-shop-system" rel="nofollow noopener noreferrer" target="_blank">Connect shop system</a> (if necessary)

<a href="https://intercom-help.eu/charles/en/articles/210072-connect-configure-the-emarsys-app" rel="nofollow noopener noreferrer" target="_blank">Connect Emarsys</a> (If necessary)

<a href="https://intercom-help.eu/charles/en/articles/206428-gorgias-integration" rel="nofollow noopener noreferrer" target="_blank">Connect Gorgias</a> (If necessary) 

<a href="https://intercom-help.eu/charles/en/articles/206426-zendesk-integration" rel="nofollow noopener noreferrer" target="_blank">Connect Zendesk</a> (If necessary) 

<a href="https://intercom-help.eu/charles/en/articles/250422-freshdesk-integration" rel="nofollow noopener noreferrer" target="_blank">Connect Freshdesk </a>(If necessary)

<a href="https://intercom-help.eu/charles/en/articles/206342-braze-integration" rel="nofollow noopener noreferrer" target="_blank">Connect Braze</a> (If necessary)

- <a href="https://intercom-help.eu/charles/en/articles/204034-connect-whatsapp" rel="nofollow noopener noreferrer" target="_blank">Connect WhatsApp</a>
- <a href="https://intercom-help.eu/charles/en/articles/204125-connect-google-analytics" rel="nofollow noopener noreferrer" target="_blank">Connect Google Analytics (GA4)</a>
- <a href="https://intercom-help.eu/charles/en/articles/206334-klaviyo-integration" rel="nofollow noopener noreferrer" target="_blank">Connect Klaviyo (if necessary)</a>
- <a href="https://intercom-help.eu/charles/en/articles/204122-connect-your-shop-system" rel="nofollow noopener noreferrer" target="_blank">Connect shop system</a> (if necessary)
- <a href="https://intercom-help.eu/charles/en/articles/210072-connect-configure-the-emarsys-app" rel="nofollow noopener noreferrer" target="_blank">Connect Emarsys</a> (If necessary)
- <a href="https://intercom-help.eu/charles/en/articles/206428-gorgias-integration" rel="nofollow noopener noreferrer" target="_blank">Connect Gorgias</a> (If necessary) 
- <a href="https://intercom-help.eu/charles/en/articles/206426-zendesk-integration" rel="nofollow noopener noreferrer" target="_blank">Connect Zendesk</a> (If necessary) 
- <a href="https://intercom-help.eu/charles/en/articles/250422-freshdesk-integration" rel="nofollow noopener noreferrer" target="_blank">Connect Freshdesk </a>(If necessary)
- <a href="https://intercom-help.eu/charles/en/articles/206342-braze-integration" rel="nofollow noopener noreferrer" target="_blank">Connect Braze</a> (If necessary)

<a href="https://intercom-help.eu/charles/en/articles/203757-understand-meta-s-pricing" rel="nofollow noopener noreferrer" target="_blank">Understand Messaging Limits, Quality Rating and Meta's Pricing</a>

<a href="https://help.hello-charles.com/en/articles/204020-data-privacy-templates">(Recommended) Update my Data Privacy policy templates</a>

<a href="https://intercom-help.eu/charles/en/articles/204087-how-to-get-the-green-tick" rel="nofollow noopener noreferrer" target="_blank">Request OBA - Green Tick (optional)</a>

- <a href="https://intercom-help.eu/charles/en/articles/203757-understand-meta-s-pricing" rel="nofollow noopener noreferrer" target="_blank">Understand Messaging Limits, Quality Rating and Meta's Pricing</a>
- <a href="https://help.hello-charles.com/en/articles/204020-data-privacy-templates">(Recommended) Update my Data Privacy policy templates</a>
- Complete WhatsApp Profile
- <a href="https://intercom-help.eu/charles/en/articles/204087-how-to-get-the-green-tick" rel="nofollow noopener noreferrer" target="_blank">Request OBA - Green Tick (optional)</a>
- <a href="https://help.hello-charles.com/en/articles/204140-set-up-an-opt-in-flow">Set up an Opt-in flow</a>

Onboarding checklist

Go live plan:

Preparation

Connect integrations

Start messaging