This guide is for customers only. It explains how to choose a plan, create your account, set up your business workspace, connect WhatsApp, complete onboarding, and start using the platform confidently.
An active email address, your business name, owner name, and business registration number.
You will choose a plan, create an account, create your workspace, and then complete guided setup inside the app.
ChatCart was developed by InsightSphere Technologies.
| Plan | Best for | Main differences |
|---|---|---|
| Starter | Small teams getting live | 3 seats, core reports, no automations |
| Growth | Businesses ready for more control | 10 seats, automations, advanced reports, exports, scheduled reports |
Password requirement: minimum 8 characters, uppercase, lowercase, number, and special character.
After account creation, you will be asked to create your workspace.
Your workspace slug and business registration number must be unique in the system.
After workspace creation, the app takes you to the billing or trial confirmation step automatically.
The Getting Started page is your onboarding checklist. It shows what is done and what still needs attention.
Until setup is complete, some parts of the app stay restricted and you will be guided back to Getting Started.
These two steps are important because they unlock real messaging readiness.
Test Setup is the final validation flow before go-live.
Once setup is complete, you can go live and start using the main workspace.
Receive customer messages, reply, assign conversations, and add notes.
Turn conversations into orders and update payment or order status.
Check response time, orders, revenue, and activity.
Send approved template messages when needed.
You may still need to complete Getting Started. Finish onboarding steps first.
Use the Forgot password link on the login page to request a reset email.
Contact support so your plan can be corrected before or after billing, depending on your stage.
ChatCart was developed by InsightSphere Technologies.