How to sign up with KwikEngage?

Modified on Wed, 22 Apr at 7:13 PM

This guide walks you through connecting WhatsApp Business API to your Shopify store in 10 steps, in about 15–20 minutes. By the end you'll have a live WhatsApp Business Account, a verified phone number, ₹100 free WhatsApp credits, and 14 days of premium access.

Phase 1 — Install & Sign Up

STEP 1

Install KwikEngage from the Shopify App Store

In Shopify admin: Settings → Apps and sales channels → Shopify App Store → search KwikEngage → Install → approve permissions.

Tip You must be the store owner or have app-install permissions. If Install is greyed out, ask your Shopify admin for access.

STEP 2

Create your KwikEngage account

Once installed, a sign-up screen opens automatically. Fill in the four fields below and click Start Your Free Trial.

Field	What to enter
Full Name	Your brand name (2 words works best).
Login Email	Business email — OTP will be sent here.
Brand Name	Same as Full Name
Password	Minimum 8 characters, mix of letters and numbers.

Figure 2.1 — Sign-up form. Click Start Your Free Trial when done.

Figure 2.2 — Enter the 6-digit OTP sent to your email (valid for 5 minutes).

Figure 2.3 — Click Activate Trial to proceed. No credit card needed.

STEP 3

Your account is ready

Three things happen automatically: 14-day trial starts, Shopify store connects, and you land on the Getting Started dashboard.

Figure 3.1 — Dashboard home. Shopify shows a green tick; WhatsApp is next.

Phase 2 — Connect Meta

STEP 4

Open the Connect WhatsApp flow

Click Getting Started on the sidebar → click Connect WhatsApp on the right.

Figure 4.1 — Click the blue Connect WhatsApp button. Takes under 2 minutes.

STEP 5

Start the Facebook login flow

A new window opens titled "Seamlessly connect your account to GoKwik and Pinnacle Teleservices". This is Meta's official flow (hosted on facebook.com). Scroll to the bottom and click Continue.

Figure 5.1 — Review the terms and click Continue at the bottom right.

STEP 6

Select your Business Portfolio

Do two things on this screen, then click Next:

Select your Business Portfolio (pre-selected if you have only one).
From the WhatsApp Business account dropdown, choose Create a WhatsApp Business account.

Figure 6.1 — Select Business Portfolio, then choose Create a WhatsApp Business account.

Tip To reuse an existing WABA, pick it from the dropdown instead — but the WABA must not already contain the phone number you plan to add.

STEP 7

Enter your business information

Fill in the business profile for your new WhatsApp Business Account, then click Next.

Field	What to enter
Name	Internal WABA name — visible only inside your Meta Business Portfolio.
Category	Best fit for your business (Clothing, Beauty, Electronics, etc.).
Country	Defaults to India. Change if needed.
Website	Your store URL (required if not already set on the portfolio).
Time zone	Defaults to Asia/Kolkata. Change if your business runs in another zone.

Figure 7.1 — Business information form. Click Next when done.

⚠ Important This Name is NOT the customer-facing display name. You'll set that in Step 8.

Phase 3 — Add & Verify Number

STEP 8

Add your WhatsApp phone number

Click Add a New Number, then enter your phone number (with country code, e.g. IN +91) and your WhatsApp display name — what customers will see in chat.

Figure 8.1 — Enter phone number with country code and WhatsApp display name.

Display name rules Must relate to your brand name. No generic words (Support, Care, Help), no emojis, no ALL CAPS. Meta reviews within a few hours.

⚠ Seeing "not a valid phone number"? Usually means the number is already on another WABA, two-step verification is still enabled, or the country code is wrong. See Troubleshooting.

STEP 9

Verify the number via OTP

Choose Text message (recommended) or Phone call (for landlines or if SMS fails), click Next, then enter the 6-digit code you receive.

Figure 9.1 — Select Text message or Phone call, then click Next.

Figure 9.2 — Enter the 6-digit code. Can request a new one after ~17 seconds.

STEP 10

Wait for the connection to finalise

Meta now takes a few seconds to finalise. You'll see "Connecting your account…" — don't close the window. It usually completes in under 2 minutes.

Figure 10.1 — Meta finalising the connection. Wait for it to complete on its own.

✅ You're done when… The window closes automatically and KwikEngage shows WhatsApp as Connected (green dot) with a messaging tier (e.g. TIER_2K). Your WhatsApp Business API is live.

What's Next — Your First Week

Day 1 — upload your logo, create 2–3 message templates (Order Confirmation, Abandoned Cart, Welcome), submit for Meta approval.
Days 2–3 — connect Instagram and Facebook pages; import your customer list under Audience → Contacts.
Days 4–7 — create a segment, launch your first broadcast, set up an Abandoned Cart automation (highest-ROI flow).

Troubleshooting

The five most common issues during onboarding.

1. "Not a valid phone number" error

Usually means the number is linked to another WhatsApp Business API setup.

Disable two-step verification via the previous provider's dashboard or Meta's WhatsApp Manager.
If the number is on another WABA, migrate or delete it from the source Business Manager.
Wait 15 minutes, then restart from Step 1.

Full migration guide: docs.kwikengage.ai/support/solutions/articles/82000914327

2. OTP never arrives

Wait 60 seconds — Indian carriers sometimes delay SMS.
Check the number isn't on DND for promotional/service SMS.
Request a new code and switch to Phone call verification.

3. Display name rejected by Meta

Must clearly relate to your registered brand name.
Avoid generic words (Support, Care, Help, Team), emojis, all-caps.
Resubmit from WhatsApp Manager → Phone numbers → Settings → Name.

4. Shopify store not showing as connected

Go to Configurations → Integrations → Reconnect Shopify.
Confirm the KwikEngage app is still installed in Shopify (Settings → Apps).

5. Stuck on "Connecting your account…" for 5+ minutes

Refresh the KwikEngage dashboard in a new tab — connection often completes in the background.
If still not connected, contact support with your Meta Session ID (shown at the bottom of the embedded sign-up window).

Need help? Email support@gokwik.co · Docs: docs.kwikengage.ai · In-app: chat bubble on the bottom-right of your KwikEngage dashboard.