WhatsMax DocumentationWhatsMax Documentation
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Getting Started
Deployment
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Platform Guide
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Home
Getting Started
Deployment
Integrations
Platform Guide
FAQ
  • Getting Started

    • Introduction
    • Requirements
    • Installation
    • Configuration
    • First Steps
  • Production Deployment

    • Production with PM2
    • Nginx & SSL
    • Updating
  • Integrations

    • WhatsApp Cloud API
    • WhatsApp QR
    • Telegram
    • WeChat
    • Social Media
    • Payment Gateways
    • AI Providers
    • E-commerce
    • Webhook Automation
    • SMS & Email
    • Realtime (Pusher)
  • Platform Guide

    • Platform Overview
    • Omnichannel Inbox
    • Templates & Auto Replies
    • Website Chat Widget
    • Contacts & Segments
    • Campaigns & Broadcasting
    • Automations
    • AI Chatbots
    • Social Planner
    • Leads & Pipeline
    • Reports & Analytics
    • Media Library
    • Workspaces & Team
    • Subscription & Support
    • Developer API
  • Admin Panel

    • Admin Panel
    • Clients & Subscriptions
    • Plans, Coupons & Tax
    • Content & Support
    • Configuration
    • System & Health
    • License Activation
  • Reference

    • FAQ
    • Troubleshooting
    • Changelog
    • Credits

First Steps After Installation

You have a running installation — this page is your go-live checklist, in the order that works best.

1. Secure the seeded accounts

Log in to the admin panel (/admin) with admin@spagreen.net / 12345678:

  • Change the email and password under your admin profile.
  • Create personal accounts for your team in System → Admin Users and assign roles in System → Roles & Permissions.

Then log in to the client app (/login) with client@spagreen.net / 12345678 and change or delete that account once you no longer need it for testing.

2. Activate your license

Admin → System → License — enter your purchase code. This verifies your copy and unlocks one-click updates. Details in License Activation.

License pageLicense activation in the admin panel.

3. Brand the platform

  • Admin → Configuration → Settings — application name, tagline, support email, brand colours and typeface. See Configuration.
  • Admin → Content → Site Content — every section of the public site: hero, features, pricing, testimonials, FAQ, plus the About and Integrations pages.
  • Admin → Content → CMS Pages — terms, privacy policy, refund policy and other static pages.
  • Admin → Configuration → Locales / Currencies — enable the languages and currencies you sell in.

4. Configure email

Add an SMTP configuration in Admin → Content → Email → SMTP and use Send test email to prove it, or set the credentials in .env instead (see Configuration → Mail) and restart. Then review the templates on the Email templates tab.

5. Set up payments and plans

  1. Admin → Clients & Billing → Payment Gateways — enter credentials for the gateways you want to offer (gateway-by-gateway guide).
  2. Admin → Clients & Billing → Plans — the seeder created Free / Starter / Pro / Business example plans. Adjust names, prices, trial days, limits and features to your business.
  3. Optionally create Coupons and Tax Rates.

Admin plansSubscription plans — these are what your customers buy.

6. Connect the platform integrations

Work through the Integrations section for each service you plan to offer: WhatsApp Cloud API, Messenger/Instagram, social publishing apps, AI providers, SMS gateways.

7. Verify the background system

Admin → System → Queue shows queue depth and failed jobs; Admin → System → Cron Setup shows the scheduler heartbeat and gives you the exact cron line for your installation. Both should look alive within a minute of starting the worker and adding the cron entry. If not, see Troubleshooting and System & Health.

8. Do a full dry run as a customer

  1. Register a fresh account on your landing page.
  2. Subscribe to a paid plan using your gateway's test mode.
  3. Connect a WhatsApp test number, send yourself a campaign, build one automation, chat with an AI bot.
  4. Check the reports pages populate.

When the dry run feels smooth, flip your gateways to live mode. 🎉

Keep a staging copy

Before applying future updates to production, replay them on a staging copy of your server first. The Updates chapter covers safe upgrade procedure with backups.

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