Sheet 11 · Operating procedure · CC-001 Rev D

Four steps. Under five minutes.

No lengthy onboarding, no salesperson call, no integration meeting. The setup is short enough that most owners finish it during a chai break — and short enough that we can't hide behind complexity if it doesn't work.

Sign up

Enter your email and pick a password on app.cosmosconnect.io. Your 14-day free trial starts on the Standard plan the moment you land. No credit card. No sales call. If you cancel before day 14, you owe nothing.

≈ 30 seconds No card Standard trial
Cosmos Connect sign-up screen — email and password fields with a Start 14-day free trial button
Fig. 11.1 · Sign-up form
EMAIL
owner@yourbusiness.in
PASSWORD
••••••••••
Start 14-day free trial

Connect your WhatsApp number

Click "Connect WhatsApp" — Meta's Embedded Signup opens in a secure popup. Verify your Facebook Business Manager, pick your WhatsApp Business Account, and confirm the number. Your existing number, your existing contacts, your existing chat history — nothing moves, nothing resets. You stay in control the entire time; we never touch your Meta credentials.

≈ 60 seconds Meta Embedded Signup Existing number Official platform
Cosmos Connect connect-WhatsApp screen — Meta Embedded Signup selecting the WhatsApp Business Account and confirming the number
Fig. 11.2 · Handshake sequence
01 Cosmos → Meta OAuth request
02 You verify with Facebook Business
03 Select WABA + number
04 Token returned, number live
Handshake completes in ≈ 60 s

Pick an industry preset

Choose one of four presets — restaurant, clinic, salon, or weekend pop-up — and get sensible defaults for hours, capacity, slot lengths, cutoff windows, and reminder timing. Nothing is locked; edit any field, or start blank if none of the four fit. You can also invite your team here, or skip and do it later.

≈ 30 seconds 4 presets Fully editable Blank start possible
Cosmos Connect industry preset selector — restaurant, clinic, salon and weekend pop-up options with a start-blank choice
Fig. 11.3 · Preset selector
Restaurant
Tables · pre-order · reminders
Clinic
OPD · follow-ups · Rx
Salon
Services · stylists · renewals
Pop-up
Weekend batches · waitlist
Or start blank

Start replying

That's it. Your inbox is live, bot rules are active, bookings are open. Every WhatsApp message coming to your number is now routed, logged, and (where you've set rules) auto-answered. Walk through your dashboard, send yourself a test message, and watch it flow. Your customers see no change — they message the same number they always did. Then scan the QR code to put the agent phone app on your team's phones, so nobody misses a chat away from the desk.

Inbox live Bots active Phone app via QR Zero customer disruption
Cosmos Connect dashboard live — inbox, bots, bookings and number status all showing operational
Fig. 11.4 · System live Operational
Inbox
Live
Bots
Active
Bookings
Open
Number
Yours

30 s
Step 01 · Sign up
60 s
Step 02 · Connect
30 s
Step 03 · Preset
Instant
Step 04 · Live

Total setup time: under 5 minutes. Free trial: 14 days.

Sheet 11.5 · Common concerns

Questions before you start

Will my customers know anything changed?

No. Your WhatsApp number stays exactly the same. Existing conversations, chat history, and contacts are untouched. From the customer's phone, nothing changes — same green tick, same number, same profile. What changes is what happens on your side.

Do I need to be technical?

No. Everything is a form or a button. If you can use WhatsApp Web and fill out an online form, you can set this up. If you get stuck, our WhatsApp support (+91 97974 30151) is one message away.

What if I don't have a Facebook Business Manager?

Meta's Embedded Signup will help you create one during Step 02 — it takes a few extra clicks. If you already have a Facebook Page for your business, the Business Manager gets set up in the background.

What if my WhatsApp number is currently on the WhatsApp Business app?

You'll need to migrate from the Business App to the WhatsApp Business Platform. Meta's Embedded Signup handles this — one step in the flow will confirm the migration. Your chat history in the app remains on the phone; new conversations from that point onward flow through Cosmos Connect.

What if I want to cancel?

One click from your Billing settings. You keep access until the end of your billing period. Your data can be exported as CSV, and everything is deleted 30 days after cancellation. No lock-in.

Clearance

Ready when you are

Fourteen days on the house. Cancel with one click if it doesn't fit.

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