Client launchpad
Connect your customer channels.
Complete each connection, then test one real message. Facebook, Instagram, WhatsApp, and eligible TikTok conversations will arrive in one Gabbi inbox.
Complete Meta, TikTok, and WhatsApp authorization yourself. This page never asks for passwords or verification codes.
Have ready
- Gabbi CRM invitation email
- Facebook profile managing business Page
- Instagram Professional account linked to Page
- WhatsApp phone and verification access
- TikTok Business Account registration country
- Second account or phone for message tests
01
Sign in to Gabbi
Accept invitation and confirm correct sub-account.
Not started
- Open your Gabbi CRM invitation email and create your password.
- Sign in using a desktop browser. Select the
Gabbisub-account. - Confirm you can see
Conversations,Contacts, andSettings.
02
Facebook and Instagram
Connect business Page and linked Instagram inbox.
Not started
- Confirm Instagram is a Professional account linked to the correct Facebook Page.
- In Gabbi CRM, open
Settings → Integrations. - Click
Connectunder Facebook & Instagram. - Sign in to Facebook, select the correct Page, approve requested access, then click
Connect Facebook & Instagram. - Click
Sync Leads. Keep Instagram message access enabled.
Use personal Facebook login that manages business Page. Do not create a shared Facebook password for this setup.
03
WhatsApp Business
Choose existing app, new number, or provider migration.
Not started
- Update WhatsApp Business App on your phone before starting.
- In Gabbi CRM, open
Settings → WhatsApp → Connect your WhatsApp. - Select
Connect a WhatsApp Business App. - Enter your business number, review account details, and scan the displayed QR code.
- Choose whether to import contacts and up to six months of chat history.
- Keep the new phone number active and able to receive SMS or voice calls.
- In Gabbi CRM, open
Settings → WhatsApp. - Choose
Create a new WhatsApp business account. - Continue with Facebook, enter business details, add phone number, and verify OTP.
- Confirm current Business Solution Provider and WhatsApp Business Account ownership.
- In Gabbi CRM, open
Settings → WhatsApp. - Choose
Migrating from an existing BSP. - Select correct business assets, verify phone number, enter OTP, and confirm migration.
Coexistence keeps existing WhatsApp Business App active alongside Gabbi CRM. Never delete or deregister existing number before choosing setup method.
04
TikTok messaging
Available for eligible US-registered Business Accounts.
Check eligibility
- Confirm TikTok profile is a Business Account registered in United States.
- In Gabbi CRM, open
Settings → Integrations → TikTok. - Connect account and approve messaging access.
- Return to Gabbi CRM and confirm account shows connected.
Native TikTok Messaging is currently unavailable for this registration country. Skip this step without blocking Facebook, Instagram, or WhatsApp.
Check TikTok Business Account registration country before connecting. Messaging connection currently requires a US-registered Business Account.
05
Mobile inbox
Install LeadConnector and enable new-message alerts.
Not started
- Install
LeadConnectorfrom Apple App Store or Google Play. - Sign in using the same Gabbi CRM email and password.
- Select the
Gabbisub-account. - Open App Drawer and choose
Conversations. - Open
Settings → My Profile → Notifications. Enable mobile alerts for new conversations and messages. - Allow LeadConnector notifications in your phone settings.
06
Run final message tests
Confirm messages arrive and replies return through each channel.
Not started
Do not finish setup after connection status alone. One real inbound message and one reply prove each route works.
Channel setup complete.
Gabbi inbox is ready for daily use. Keep LeadConnector notifications enabled and reply from Conversations so message history stays together.