Help · Getting started

How do I start using CorekChat and what do I need ready

#What you need on hand

Three things:

Your menu with prices.
Your opening hours.
The WhatsApp number your customers write to.

That's it. We don't ask for a card to get started.

#Create your account

You open it at https://corekchat.com/register.

We ask for four things: your restaurant's name, your name, your email and a password. It takes less than a minute and you're in. We don't ask for a card and you don't have to talk to anyone to get started: you open the account yourself.

If you already have an account and just want to sign in, go to https://corekchat.com/login.

This is the step that takes the longest, so there are three ways to do it and you pick the one that suits you:

With photos of your menu. You upload photos of your menu and the system extracts the categories, dishes and prices. Then you review what it understood and confirm it: nothing is saved until you approve it. It's the fastest way if your menu is printed or in an image.

With a spreadsheet. You can download a template, fill it in and upload it. It works well when you already have your menu in a spreadsheet. The spreadsheet holds everything about a dish: price, stock, allergens, ingredients, calories, sizes, add-ons and the layers of the 4D view, each on its own sheet. Before importing, you see what each product brings and which rows have errors.

By hand. Category by category and dish by dish. It's the slowest option, but for a short menu it's perfectly reasonable.

Whichever path you choose, you can edit everything afterwards: prices, descriptions, photos, what sold out.

System screenshot, customers onlyThis is how the menu looks once it's loaded: each category with its productsSee it in your account

#Connect WhatsApp

You do it from «Configuraciones → Integraciones» (Settings → Integrations). There are two ways and they take very different amounts of time; they're explained in detail in the guide on how WhatsApp gets connected.

System screenshot, customers onlySettings → Integrations: each location connects its own numberSee it in your account

#Try it out

This is the step that will convince you, and it takes two minutes: grab your personal phone and write to your own restaurant, the way a customer would. Ask about the menu, the opening hours, put together an order.

You'll see the agent answering with your dishes and your prices. If something sounds different from how you want it to talk, you can adjust it.

Haven't connected WhatsApp yet? You can still try it: the «Probar agente» (Test agent) section in the side menu is a practice chat with the same agent, and next to it you'll find its settings — the tone, the welcome message and your business rules. Whatever you write there doesn't reach any customer.

System screenshot, customers onlyTest agent: you chat with your agent before it serves anyoneSee it in your account

#How long it all takes

It depends almost entirely on the menu. With your menu in photos and a regular menu, an afternoon is enough to be up and running. If your menu is very large or has many variants and add-ons, plan for more time.

Everything else — creating the account, loading hours, connecting WhatsApp — is a matter of minutes.

#Do I need someone who knows about technology?

No.

We say it that briefly because it's the doubt that holds people back the most. Everything is done from a screen, typing and choosing options. There's nothing to install on your computer and nothing to program.

If you get stuck at any point, someone on the team is there to help you.

#What happens when the trial ends

Everything you loaded stays: your menu, your hours, your contacts and your conversations. When you choose a plan, you pick up exactly where you left off.

If you decide not to continue, your information isn't used for anything. Ask us for it and we'll give it to you.