Set up eGrow by yourself, step by step
Follow the steps in order. Each one has a short guide and a video. Tick it when it’s done — we remember where you stopped.
Why: Know where everything is before you start.
- 1Watch the short welcome video
- 2Open Orders, Inbox, Automations and Settings once
✅ It’s done when: You can find Orders, Inbox, Automations and Settings in the menu.
Why: Your business name, currency and language are used everywhere.
- 1Add your business name and logo
- 2Choose your language, currency and time zone
✅ It’s done when: Settings show your business name and the right currency.
Why: All messages, confirmations and campaigns go out from this number.
- 1Connect your number from Inbox → Connections
- 2Add a payment method in Meta (WhatsApp Manager)
- 3Send yourself a test message
- → Keep using the WhatsApp app (coexistence)
- → Add a payment method in Meta
- → WhatsApp errors and fixes
✅ It’s done when: Your number shows “Connected” and your test message arrived.
Why: eGrow works on your orders, so they must arrive here by themselves.
- 1Pick where your orders come from below
- 2Follow its guide to connect it
- 3Place a test order
✅ It’s done when: Your test order appears in Orders.
Why: Stages (New, Confirmed, Shipped…) drive your team, automations and reports.
- 1Keep the default stages or rename them
- 2Add the stages your business really uses
✅ It’s done when: Your orders move through the stages you chose.
Why: Prices and stock must be right before orders are confirmed and shipped.
- 1Check the products imported from your store
- 2Add any missing product, price or stock
✅ It’s done when: Every product you sell is in Products with the right price.
Why: Confirmed orders go to your carrier in one click, and delivery statuses come back by themselves.
- 1Find your carrier’s guide (Ozon, Ameex, Sendit, Coliix…)
- 2Connect it with your carrier account
- 3Sync the carrier’s cities
✅ It’s done when: A test order reaches your carrier and gets a tracking number.
Why: Every new order gets a WhatsApp confirmation; the customer answers with one tap.
- 1Create your confirmation template (Meta approves it)
- 2Install the ready-made auto-confirmation automation
- 3Turn it on and place a test order
- → Create your first template
- → Templates explained (video)
- → Send confirmed orders to the carrier automatically
✅ It’s done when: Your test order received the WhatsApp message and changed stage when you answered.
Why: Let customers book by themselves and get an instant WhatsApp answer.
- 1Create your booking page if you take appointments
- 2Turn on a welcome message
- 3Turn on an out-of-hours message
✅ It’s done when: A test message from another phone gets your welcome reply.
Why: Each person gets their own login and only sees what they need.
- 1Invite your agents and managers
- 2Choose what each one can see and do
- 3Share orders and chats between them automatically
✅ It’s done when: Your teammates can log in with their own account.
Why: It answers customers 24/7 on WhatsApp and Instagram using your products and rules.
- 1Create your AI agent and give it your instructions
- 2Test it from another phone
- 3Turn it on for your number
✅ It’s done when: The AI agent answers a test message correctly.
Setup done — well done! 🎉
Your account is ready. Here is what to do next to sell more.
🚀 Ready to grow
🇲🇦 Videos are in Moroccan Darija; every guide is written in full.