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Onboarding and Support

A setup wizard, a sandbox WhatsApp number to try before connecting your own, sample workspace data, a day-0 concierge chat, and an in-app support desk with IST hours.

By Chirag Darji · Updated 26 Aug 2026 · 11 min read

Plans: All plans, including Free. Onboarding, the sandbox number, sample data and the support desk are not plan-gated features; they exist so a new organisation can evaluate VGraple CRM before connecting a real WhatsApp number or upgrading.

On this page
  1. What you get
  2. How it works
  3. How does the sandbox actually work, and what are its guardrails?
  4. Why does sample data matter, and how is it kept safe?
  5. What is the day-0 concierge thread, and does a real person answer it?
  6. What are the support desk's actual hours and response commitment?
  7. How does replying by email actually work?
  8. With VGraple CRM's onboarding vs a typical WhatsApp CRM
  9. Who uses it
  10. What Meta allows
  11. Plans and limits
  12. Recent improvements
The VGraple CRM dashboard with contact and conversation counts, active flows and messages sent this month

In short

  • A JOIN-code sandbox lets you text VGraple CRM's own WhatsApp number and see a real conversation land in your inbox before connecting your own number
  • Sample workspace data (industry-flavoured contacts and conversations) is one click, so an empty inbox never greets a new signup
  • A day-0 concierge support thread opens automatically for every new organisation, a named person, not a bot, for the first two weeks
  • The in-app support desk runs email-backed conversations with IST business hours (Mon-Fri, 10:00-19:00) and a published response commitment

Onboarding and support in VGraple CRM cover everything between creating an account and running a real WhatsApp business on it: a four-step setup wizard, a sandbox WhatsApp number you can text before connecting your own, one-click sample data so the inbox is never empty on day one, a day-0 concierge conversation with a named person, and an in-app support desk with published IST hours. What changes for a new business is that the hardest part of adopting any WhatsApp tool, waiting on Meta's own connection and verification steps, no longer blocks you from seeing the product actually work.

What you get

  • A four-step setup wizard: Your business, Connect WhatsApp, See it work, Done, with Connect skippable
  • A sandbox WhatsApp number reachable with a JOIN code, no Meta setup required, live for 72 hours
  • One-click sample workspace data, industry-flavoured contacts and conversations, including one that replies interactively
  • A day-0 concierge support thread opened automatically for every new organisation
  • An in-app support desk at /support with IST business hours and email-based replies
  • A dashboard "Get set up" checklist tracking the four real activation milestones

How it works

  1. Complete the four-step wizard. Your business (name, industry), Connect WhatsApp (Embedded Signup, or skip for now), See it work (a live test message), and Done. Skipping the connect step is a genuine path, not a dead end, since the next two features exist specifically to make that skip work.

In-app support in VGraple CRM: a support thread with the product team

  1. Try the sandbox if you skipped connecting. From your own phone, text JOIN followed by your organisation's unique code to VGraple CRM's own WhatsApp number. Your phone becomes a live customer in your inbox for the next 72 hours, real WhatsApp messages both directions, with zero Meta setup.

  2. Seed sample data for a populated inbox. One click fills your workspace with example contacts and conversations matched to your chosen industry, including one interactive thread that sends a scripted follow-up when you reply, so you learn assign, resolve and tag on realistic content.

  3. Reply to the day-0 concierge thread. The moment your organisation exists, a support conversation opens automatically from a named person offering direct help for the first two weeks. It shows up like any other support thread, reply to it the same way you would reply to a customer.

  4. Connect your real number whenever you are ready. Embedded Signup walks through Meta's own verification; nothing about the sandbox or sample data blocks this step, and both clean themselves up (the sandbox session simply expires; sample data is removed with one click) once real customers start arriving.

  5. Use the support desk when you need a human. From /support in the app, or by replying to any support email you receive, every thread has a stable reply address so your email client's reply button keeps the conversation in one place.

How does the sandbox actually work, and what are its guardrails?

The sandbox is a shared-number pattern (the same idea Twilio popularised for testing) applied to WhatsApp: your organisation gets a unique JOIN code, and texting it to VGraple CRM's own WhatsApp number binds your phone to your organisation's inbox for a real, live 72-hour session, with zero Meta Business verification required first. Every guardrail exists to keep it a sandbox rather than a production shortcut: only a phone that has JOINed can ever be messaged, one phone binds to one organisation at a time, sends are capped at 50 a day with a 3-second minimum gap, only plain text works, templates, broadcasts and flows never run on the sandbox channel, and any STOP-family word ends the session immediately.

Refer and earn screen in VGraple CRM with the referral link and credits

Example

A coaching institute evaluating VGraple CRM texts JOIN AB3XK9 to the sandbox number from the founder's own phone before touching Meta Business Manager at all, and watches the message land in their inbox, replies from an agent, and sees the whole assign-and-resolve workflow inside five minutes.

Why does sample data matter, and how is it kept safe?

An empty inbox is one of the most common reasons a new signup on any CRM churns before ever seeing the product's value; sample data exists specifically to remove that gap. Seeding it creates industry-flavoured contacts and conversations, tuned to the industry you selected during onboarding, with one conversation scripted to reply when you respond, so the composer, assignment and resolution flow feel exactly like they will with a real customer.

Every sample contact uses a synthetic identifier that fails every WhatsApp-sendable check by construction, and every sample conversation runs on a channel type whose replies are stored locally instead of routed through Meta's API, so a broadcast, flow, sequence or automation rule cannot accidentally reach a sample contact on the real WhatsApp network even by mistake. Seeding is idempotent, running it twice does nothing the second time, and every row it creates is tracked so removing sample data deletes exactly those rows and nothing you added yourself.

What is the day-0 concierge thread, and does a real person answer it?

The moment an organisation is created, a support conversation opens automatically, authored by a named person, the platform's own setup contact, not a bot or an automated sequence, explaining that this thread is the direct line for the first two weeks: connecting a WhatsApp number, Meta verification questions, importing contacts, anything at all, with a same-day reply from a real person. Where a setup call link is configured, the message offers a free 15-minute call as an alternative to typing it all out.

Example

A salon owner replies to the day-0 thread asking why Meta's Embedded Signup keeps rejecting their business verification; the reply comes from the same named person, not a ticket queue, because the thread is deliberately the same shape as any other support conversation, just opened proactively instead of waiting for the business to find the support desk first.

What are the support desk's actual hours and response commitment?

Support runs 10:00 to 19:00 IST, Monday to Friday. A thread's SLA countdown, the internal measure of how quickly a reply should land, only accumulates during those business hours, so a message sent at 8 PM on a Friday does not silently rack up hours over the weekend before anyone has had a chance to see it. A resolved thread auto-closes after 4 business days of no further activity (the same default Zendesk ships with, chosen deliberately rather than invented), giving you a real window to reply and reopen before it closes.

SettingValue
Business hours10:00-19:00 IST, Monday to Friday
Auto-close after resolution4 business days of inactivity, doubles as the reopen window
Reply channelIn-app at /support, or by email reply to the same thread
CSAT surveyEnabled by default after a thread resolves

How does replying by email actually work?

Every support thread gets its own stable reply address in the form reply+<token>@<support domain>, so hitting reply in your normal email client keeps every message attached to the same conversation instead of splintering into a new thread each time. This matters in practice: a business owner who first heard about a reply on their phone, in their inbox, replying from Gmail on that phone lands in the exact same thread an agent sees inside VGraple CRM's support desk.

With VGraple CRM's onboarding vs a typical WhatsApp CRM

Typical WhatsApp CRMVGraple CRM
Trying it before connecting WhatsAppUsually impossible, Meta connection is a hard gateSandbox JOIN code, real WhatsApp, zero Meta setup
First-login experienceOften a genuinely empty inboxOne-click sample data with an interactive conversation
Early proactive supportA generic welcome email, if anythingA named person's support thread opened automatically
Support hoursFrequently unpublished10:00-19:00 IST, Monday to Friday, stated plainly
Support reply channelTicket portal only, oftenIn-app or plain email reply, same thread either way
Migrating from a competitorRarely offered, or a paid add-onContacts and templates imported as part of switching

Who uses it

Salons and spas use the sandbox during a free trial evaluation to show a business partner how a customer conversation actually flows before either of them commits to connecting a real number. See WhatsApp CRM for salons.

Coaching institutes seed sample data on signup so counsellors can practice the inbox workflow (assign, tag, resolve) on realistic enquiry conversations before the institute's actual admissions season starts. See WhatsApp CRM for coaching institutes.

Clinics rely on the day-0 concierge thread to get Meta Business verification questions answered quickly, since a rejected verification is one of the most common blockers in the first week of any WhatsApp Business API setup. See WhatsApp CRM for clinics.

D2C stores migrating from another platform use the contacts-and-templates import to avoid rebuilding a template library that already passed Meta's review once. See WhatsApp CRM for D2C.

What Meta allows

Meta policy

The sandbox is entirely VGraple CRM's own infrastructure, your organisation's messages ride on VGraple CRM's WhatsApp number during the sandbox session, not yours, so no Meta Business verification, phone number registration, or Embedded Signup step is required to try it. The moment you connect your own number, every message from then on follows Meta's normal rules (the 24-hour customer service window, template requirements, opt-out handling) exactly as described on the delivery protection page.

Plans and limits

Onboarding, the sandbox, sample data and the support desk are available on every plan, including Free, with no feature gate; they exist specifically so an organisation can evaluate the product fully before any plan decision. The sandbox's own limits (72-hour session, 50 messages a day, 3-second minimum gap) apply uniformly regardless of the plan the organisation eventually chooses.

Recent improvements

  • 2026-08-25: The full onboarding activation overhaul shipped: the four-step wizard, the sandbox JOIN-code flow, sample workspace data, the day-0 concierge thread, and the dashboard "Get set up" checklist all went live together, verified end to end in production.
  • 2026-08-17: The in-app support desk consolidated onto one thread system with email-based replies and a stable per-thread reply address, replacing a split set of support surfaces with one consistent conversation model.
  • 2026-08-13: Support business hours and the auto-close window were formalised as configurable platform settings (10:00-19:00 IST, Monday to Friday, 4-day auto-close) rather than hardcoded assumptions.

Frequently asked questions

Can I try VGraple CRM's WhatsApp features before connecting my own number?
Yes, with the built-in sandbox. Text JOIN followed by your organisation's unique code to VGraple CRM's own WhatsApp number from your phone, and your phone becomes a live "customer" in your inbox for 72 hours, real WhatsApp messages in, real replies out, with zero Meta setup required first.
What are the sandbox's limits?
A 72-hour session, up to 50 outbound messages a day per organisation, and a minimum 3-second gap between sends. It is text-only, templates, broadcasts and flows do not run on the sandbox channel, and any STOP-family word ends the session immediately, the same as it would on a real number.
Does my new account start with an empty inbox?
Not unless you want it to. A one-click "seed sample data" option fills your workspace with industry-flavoured example contacts and conversations, including one interactive thread that responds when you reply, so you can learn the inbox's motions (assign, resolve, tag) before your first real customer message arrives.
How is sample data kept from ever reaching a real WhatsApp send?
Sample contacts use a synthetic identifier that fails every WhatsApp-sendable check by design, and sample conversations run on a channel type that stores replies locally instead of routing through Meta, so no broadcast, flow, sequence or automation rule can ever accidentally message a sample contact on the real WhatsApp network. Removing sample data deletes exactly the rows it created and nothing else.
What is the day-0 concierge thread?
A support conversation opened automatically the moment your organisation is created, from a named person, the platform's own setup contact, not an automated bot, offering to help with connecting your WhatsApp number, Meta verification questions, importing contacts, or anything else in your first two weeks. It is a real conversation thread you can reply to directly.
What are VGraple CRM's support hours?
10:00 to 19:00 IST, Monday to Friday. A support thread's SLA countdown only runs during these hours, so a message sent Friday evening does not silently blow past its response commitment over the weekend.
How do I reply to a support conversation?
From inside the app at /support, or by replying directly to the notification email, each thread has its own stable reply address, so your email client's normal reply button keeps the conversation attached to the same thread rather than starting a new one.
Does an unanswered support thread ever just disappear?
A resolved thread auto-closes after 4 business days if there is no further activity, the same default value Zendesk uses, giving you a window to reply and reopen it before it closes for good. An open, unresolved thread has no auto-close timer at all.
What does the setup wizard walk me through?
Four steps: Your business (name and industry), Connect WhatsApp (or skip for now), See it work (a live test using the sandbox or your freshly connected number), and Done. Skipping the connect step is a real option, not a dead end, since the sandbox and sample data both work without it.
Can VGraple CRM help me migrate from another WhatsApp CRM?
Yes. Moving from a platform like Wati, we import your contacts and templates as part of switching, at no extra cost, so a migration is not a reason to delay leaving a tool that is not working for you.
What does the dashboard "Get set up" checklist track?
Four milestones: connecting your WhatsApp number, sending your first message, adding your first contacts, and creating your first automation. It shows how many of the four are done, can be dismissed for a week at a time, and reflects the same milestones the platform's own onboarding emails nudge toward, so the in-app checklist and the emails tell one consistent story.

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