02 · Safe sequence
Confirm identity and workspace, add approved business facts, inspect channel readiness, create a draft and keep live sending off until every gate passes.
- 1
Create your account in the Rellooma App and confirm your email.
- 2
Check the workspace name and your role before changing anything.
- 3
Add the approved business facts Rellooma may use in replies.
- 4
Prepare and connect an eligible WhatsApp or Instagram account.
- 5
Open Conversations and confirm that customer context and ownership are visible.
- 6
Build one small automation with a clear human handoff.
- 7
Test the flow in Sandbox with a normal question and an uncertain question.
- 8
Review permissions, channel readiness and the person responsible before live use.