WhatDeck Agency Control Room

Internal provisioning & client onboarding

New Client Onboarding

Configure the conversational engine and provision a dedicated workspace for a new client.

Section 1

Business Identity

Core details used to brand and route the workspace.

Business Name

Primary Admin Email

Business Type

Section 2

The Qualification Engine

Scripted greeting and questions that qualify inbound leads.

Greeting Message

Question 1 + Options

Question 2 + Options

Question 3 + Options

Section 3

The Pipeline Logic

Default lead categories every conversation can be sorted into.

Lead Categories

QualifiedFollow-upCustomerTrash

These defaults are applied automatically. Custom categories can be added after provisioning.

Section 4

The Connection Gateway

Choose how this workspace connects to WhatsApp.

Baileys (Free QR)Link an existing number by scanning a QR code. No Meta setup required.Official Meta Cloud APIProduction-grade delivery using Meta's hosted Cloud API.

Generate a one-time QR code, then scan it from the client's WhatsApp to link the number.

You can adjust every setting after the workspace is created.