Squarebox
  • Welcome to Squarebox Docs!
  • 🗒️Onboarding Procedure
    • Prerequisites for Onboarding
    • How to Sign Up for Squarebox
    • Connecting Whatsapp
    • Meta Business Verification
    • Messaging Limits & Quality Ratings
  • 👥Customers & Segments
    • Custom Columns
    • Importing Customers
    • Customer Details
    • Search and Filter
    • Column Customization
    • Bulk Actions
    • Segments
  • 📔Templates
    • WhatsApp Templates
    • Template Library
  • Automations
  • 🖼️Media Library
    • Assets
    • Dynamic Image Generation
    • Layouts
  • 📤Campaigns
    • Basic Campaigns
    • Campaigns with Rules
    • Retargeting Campaigns
    • Campaign Status and Performance
    • Use Cases for Campaigns
  • 🗣️CHat
    • Key Features
    • User Roles & Permissions
    • How Chats Work
    • Chat search
  • 🔗Integrations
    • Google Sheets Integration
  • 📍Others
    • Team Management
    • Plan & Billing
    • Profile & Business Details
    • Notifications
  • Test team
  • Advanced Preferences
  • Knowledge Base
  • Automations and triggers
    • Overview
    • Auto Messages (Trigger-Based Automations)
    • Performing Internal Actions
    • Exit Conditions and Real-Time Use Cases — Education & Real Estate
    • Page
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On this page
  • Step 1: Create an Account
  • Step 2: Email Verification
  • Step 3: Add Business Information
  • Step 4: Access Your Dashboard
  1. Onboarding Procedure

How to Sign Up for Squarebox

PreviousPrerequisites for OnboardingNextConnecting Whatsapp

Last updated 29 days ago

Step 1: Create an Account

  1. Click the Sign Up button in the top-right corner

  2. Or visit https://app.squarebox.ai/signup

  3. Fill out the registration form:

Field

Description

Name

Enter your full name

Email

Provide a valid email address

Password

Minimum of 8 characters

Confirm Password

Re-enter your password to confirm

  • Agree to the Privacy Policy and Terms & Conditions by checking the box

  • Click Sign Up to proceed


Step 2: Email Verification

After signing up, a One-Time Password (OTP) will be sent to your registered email address.

To verify your account:

  • Check your inbox for the OTP email from Squarebox

  • Enter the OTP in the Confirm OTP field

  • Click Confirm OTP

If you didn’t receive the email, click Resend OTP to request a new one.


Step 3: Add Business Information

After verifying your email, you'll be prompted to enter your business details:

Field

Description

Business Name

Enter your company or brand name

Industry

Select your relevant industry

Email Address

Auto-filled with your registered email

Phone Number

Enter a valid mobile number

Country

Default set based on your location

Company Size

Select your team size

Password

Re-enter your chosen password

Click Continue to complete the onboarding process.


Step 4: Access Your Dashboard

After completing the onboarding steps, you'll be redirected to your Squarebox Dashboard. From here, you can start exploring features, setting up automations, and managing customer interactions.


Need Assistance?

If you experience any issues during sign-up:

  • Visit the Help Center

  • Email us at hello@squarebox.ai

🗒️