Getting started
From creating your account to your agent answering its first inquiry.
Signing up is five short steps and can be done from your phone. At the end you choose your plan, and Trama walks you through getting your agency ready in one sitting: your WhatsApp, your team, your catalogue and a test of the agent.
Before you start
Have this ready. It saves you from breaking off the sign-up halfway:
- Your personal mobile. It's the one that identifies you in Trama and where we alert you when an opportunity comes in. It isn't the business one.
- Your business's Instagram, with username and password. It has to be a professional account. If you don't have one, your website is enough.
- The phone with the business's WhatsApp Business, a computer and access to your agency's Meta business portfolio (if you don't have one, you create it there).
- Your team's emails, if you're going to invite reps.
Don't move your WhatsApp to another app before connecting it. The WhatsApp you use every day is connected as it is, from the WhatsApp Business app, and you keep using it on your phone. Taking it out of the app or registering it somewhere else before signing up is what delays a connection the most.
Signing up
If a step gets in your way, the Help button at the top opens Tramy: it knows which step you are on and what it asks for, and it guides you without touching anything in your account. If you close it and come back later, you pick up at the step you are missing: what you already saved is not asked again.
Create your account
Go to trama.so and sign up. You accept the terms and verify your personal mobile with a code that arrives by WhatsApp or by SMS.
Connect your Instagram
Trama brings your business's name, bio and photo from it, and your agent starts answering there. We don't post anything.
If you don't have Instagram at hand, choose “Use your website” and type the address: Trama brings the details from there.
Review your business
The name and the description come already filled in. Correct whatever needs it: it's the first thing your agent knows about you.
Tell us what you sell
Choose your lines of business and how you work each one. With that Trama prepares the agent: what it asks first and what it needs to hand you an opportunity. If you sell your own product with fixed dates or slots, tick it below: the agent starts as a closed product, gives the price and takes the customer to book.
Choose your plan
Choose the plan your agent will work on and tap “Get the plan”: once you pay, Trama takes you to the setup. If you tap “Continue for free”, you stay on the free plan, the channels you connected during sign-up are disconnected, and you also go on to the setup. What each plan includes is in Plans.
Get your agency ready
Trama shows you the tasks in your plan, with how long each one takes: all four on a paid plan, and on the free one, adding your team and loading your catalog. What a paid plan adds shows up apart, with “See plans”. If anything gets in the way, the Help button opens Tramy, who knows every step. Whatever you skip waits for you in My day.
Connect your WhatsApp
The WhatsApp Business you use on your phone, and you keep using it as always: your conversations are organised in Trama and you become your business's first rep. The link happens in Zernio, our WhatsApp provider, where you choose your agency's business portfolio; when you finish you come back on your own.
Do it from a computer, with your phone next to you. For now the agent doesn't answer on that number: you turn it on from Channels once you've tried it. What you need and what changes on the phone is in Assisted numbers.
Before going to Zernio, Trama shows you a QR code to save Tramy's chat on your WhatsApp: if something on Meta is unclear, write to it there and it helps you finish.
Add your team
Type your reps' emails. They get an invitation.
Load your catalogue
Drop in a flyer, a PDF or a price list and Trama builds the products as drafts: you review and publish them. If one doesn't belong, delete it from the same list. Your AI employee only offers what's published. The rest (photos, instalments, variants) you complete later in Catalogue.
Set up your AI employee
It's the agent that answers your customers for you, and it starts out as Nico. Its name, its tone and what it asks before handing you an inquiry. It saves itself. You try it later from Agents, writing to it as if you were a customer. Everything else is in Configuring the agent and Knowledge.
Test your agent
Try the agent calmly from Agents. When it convinces you, in Channels you choose which agent replies on each channel. If you want a number where the agent answers 24 hours a day, connect a Direct WhatsApp: see the two ways in Connect WhatsApp.
What comes in shows up in Messages, and whatever qualifies lands on the board.