Self-serve setup

Set up Klozent yourself.
Six short videos, about 20 minutes.

Everything you need to go from signup to your first automated WhatsApp reply — no sales call needed.

Last updated 3 October 2026.

Set Klozent up yourself in about 20 minutes. Six short videos, in order. Watch one, do the step, come back for the next. Stuck? Tap Help (bottom-right) for instant answers, or email hello@klozent.ai and a person will help.

Start free trial →  Watch all six in one video (8 min, YouTube) · Klozent on YouTube

1. Start your free 14-day trial

Create your workspace and land on the Guided setup checklist. No card needed.

1:26 · demo workspace with sample data · captions on · watch on YouTube

2. Connect your WhatsApp number

Meta’s official signup inside Klozent: pick the right number, verify it, add a payment method, send a test.

1:59 · demo workspace with sample data · captions on · watch on YouTube

3. Get Facebook & Instagram lead ads into Klozent

Connect your Page once; every lead-form enquiry arrives in seconds with an instant WhatsApp welcome.

1:25 · demo workspace with sample data · captions on · watch on YouTube

4. Auto WhatsApp welcome for every new lead

Get a template approved and switch on the “New lead → WhatsApp welcome” workflow (every plan).

1:15 · demo workspace with sample data · captions on · watch on YouTube

5. Auto-replies, team inbox & daily follow-up

Keyword auto-replies, the shared WhatsApp inbox, and each person’s My Day follow-up list.

1:05 · demo workspace with sample data · captions on · watch on YouTube

6. From free trial to a paid plan

Pick Starter, Growth or Pro and pay by UPI or card — the account unlocks instantly.

1:08 · demo workspace with sample data · captions on · watch on YouTube

Bring in your existing leads

  1. Open Leads → Import CSV. Columns map themselves and duplicates merge by phone number.
  2. Include a date column if you have one, so leads sort by when they actually came in.
  3. For new enquiries, embed a Klozent form on your website from Forms (one line of code), or add walk-ins by hand.

Frequently asked questions

Do I need a card to start the trial?

No. The 14-day trial is free with every feature open. You only pay if you choose a plan.

Can I use my current WhatsApp number?

Yes, if you remove it from the WhatsApp or WhatsApp Business app first — Meta will not move a number that is live on the app, and old phone chats do not come across. Most businesses use a second number.

Who pays for WhatsApp messages?

Meta bills your own card directly, at India rates of about ₹0.86 per marketing message and ₹0.115 per utility message; replies within 24 hours are free. Klozent adds no markup.

My Facebook Page does not show up when connecting. What now?

Tap Help and choose “Talk to a human”, or email hello@klozent.ai. We enable access for your account the same day.

What happens when the trial ends?

You get 3 extra days to choose a plan. After that the workspace pauses, but leads, chats and templates are kept and new leads keep being saved. Paying switches everything back on instantly.

Related: Facebook Lead Ads to WhatsApp · WhatsApp API pricing calculator · WhatsApp CRM alternatives · Best WhatsApp CRM in India · Klozent pricing

Start your free trial

14-day free trial, every feature unlocked, no card. Or book a 20-minute demo and we set it up with you.

Start free trial →Book a demo