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Panel functions
Inbox, broadcasts, AI, orders, reports and setup — the full function set, in one panel.
Home · Company · Privacy Policy
Privacy Policy
How Upvort collects, uses, shares and protects data — including the WhatsApp and Meta data that flows through the panel when a business connects its own number.
1Who we are — and our role with your data
Upvort is a WhatsApp business panel that lets a business ("Business Customer") run its WhatsApp inbox, broadcasts, marketing campaigns, AI assistance, order drafts and order-management ("OMS") tracking from one place.
For a Business Customer's own account data, Upvort decides why and how the data is processed. For the messages, contacts and orders that belong to a Business Customer's customers ("End Customers"), the Business Customer is the decision-maker and Upvort processes that data only on the Business Customer's instructions and only to run the panel for them. One business's data is never mixed with, shown to, or used for another business.
2Data we collect
Account and business data
- Business name, account owner and team-member names, email addresses, phone numbers, roles and per-function permissions.
- Plan, billing status and payment references for your Upvort subscription. Card and bank details are handled by the payment method you use; we do not ask you to type bank credentials into the panel.
- Account activation and verification records — for example, that your email was verified and when your account was activated (see the account-activation terms in our Terms of Service).
WhatsApp connection data
- Your WABA ID (WhatsApp Business Account ID) and Phone Number ID, which you enter yourself to connect your own number.
- Your System User access token. It is verified by our server, stored protected, and never displayed back in the panel, in guides, or in support messages.
- Connection health information — whether Meta is configured, whether the webhook is set, and how many of your message templates Meta has approved.
Conversation and customer data (processed for the Business Customer)
- WhatsApp messages exchanged with End Customers, message delivery and read statuses, media shared in a chat, and the state of the 24-hour customer-service window.
- End Customer names, WhatsApp phone numbers and profile details shown by WhatsApp, plus notes, labels, follow-ups, sales stages and ratings your team records in the inbox.
- Order details your team types into a chat — customer name, phone, address, city, items, quantity and cash-on-delivery amount — and the order drafts created from them.
- Marketing data: contact lists a Business Customer uploads or builds, opt-in and opt-out records, campaign sends and per-recipient delivered / read / failed results.
Technical and usage data
- Log-in and security events, API-key use (keys are shown once and stored hashed), audit logs of important actions, device and browser information, and error logs needed to keep the service working and secure.
3Meta and WhatsApp data — how it reaches us
Upvort connects to the WhatsApp Business Platform (Meta APIs) using the Business Customer's own WhatsApp Business Account. Messages and status updates reach Upvort through Meta's webhooks for that account; replies, templates and broadcasts are sent back through Meta's APIs.
- We receive only the data of the WhatsApp account a business has connected and authorised — never data from accounts it has not connected.
- Message templates are created in the business's own Meta account and are sent only after Meta approves them.
- Meta charges for WhatsApp messaging are billed by Meta on the business's own WhatsApp account. Upvort does not pay Meta on a business's behalf and does not present a Meta bill as its own.
- Our use of Meta and WhatsApp data follows Meta's Platform Terms, the WhatsApp Business Policy and the WhatsApp Commerce Policy. If Meta changes its rules, the affected feature changes with them.
We do not sell personal data. We do not sell, rent or trade messages, phone numbers, contact lists or any other personal data to anyone, and we do not use End Customer data to advertise to them for anyone else.
4Why we use the data
| Purpose | What it covers |
|---|---|
| Running the panel | Showing and sending chats, broadcasts and campaigns; saving order drafts as your team types; sending order detail to your OMS as a pending draft; reading courier tracking back. |
| Account and billing | Creating, activating, securing and billing your account; plan limits; team roles and permissions. |
| Safety and abuse prevention | Leak blocking, blocklists, consent records, rate limits, audit logs and investigating misuse under our Acceptable Use Policy. |
| Support and guides | Answering your questions and showing status honestly — for example "not connected" when a WhatsApp connection has not passed verification. |
| Legal duties | Keeping records the law requires, and responding to lawful requests. |
We process personal data where it is needed to provide the service you signed up for, where you or the End Customer have given consent (for example marketing opt-in), where we have a legitimate business reason that does not override people's rights, or where the law requires it.
5Who we share data with
- Meta / WhatsApp — messages, templates and statuses pass through the WhatsApp Business Platform; that is how WhatsApp messaging works.
- Your OMS, if you link one — order detail is pushed to your own order-management system as a pending draft, and rating, product, courier and tracking data is read back, under your instruction.
- Couriers, through your OMS — booking and dispatch happen in your OMS, not in Upvort.
- Service providers — hosting, email delivery and payment processing providers that only process data to run Upvort for us, under contract.
- Authorities — only where the law requires it or to protect people from fraud and abuse.
Customer-rating signals shown inside a chat are aggregates only — counts and a green / yellow / red band. They never carry another store's name or details.
6How long we keep data — and how we protect it
We keep account and conversation data while your account is active and for a limited period afterwards so you can export records, resolve billing questions and meet legal duties. After that, data is deleted or anonymised as described on our Data Deletion page. Access tokens and API keys are stored hashed or encrypted, access is limited by role and per-function permissions, important actions are audit-logged, and connections use encrypted transport.
7Your rights — and your customers' rights
- Access and copy — ask what personal data we hold about you and receive a copy.
- Correction — ask us to fix data that is wrong.
- Deletion — ask us to delete your data (see section 8). Some records may be kept where the law requires it; we will tell you which and why.
- Objection and restriction — object to a use of your data or ask us to pause it.
- Marketing opt-out — End Customers can opt out of a business's marketing at any time; opted-out and blocked contacts are automatically excluded from that business's campaigns in Upvort.
If you are an End Customer of a business that uses Upvort, please contact that business first — it controls your conversation and order data, and it can act on your request inside the panel. If the business does not resolve it, contact us through our Contact page and we will route the request to the business and help where we can.
8Deleting your data
Business admins can disconnect a WhatsApp number and request full deletion from inside the panel, and anyone can follow the step-by-step instructions — including what is deleted, what may be retained and the timelines — on our dedicated Data Deletion page. Deleting your Upvort data also revokes your stored WhatsApp connection token, so the panel can no longer send or receive on that number.
9Children, changes to this policy, and contact
Upvort is a business tool and is not directed at children; business accounts may only be opened by adults (see Terms of Service). If this policy changes in a way that matters, we will update this page and change the "last updated" date above before the change takes effect. Questions about privacy: use our Contact page and choose "Privacy & data" as the topic.
Home · Company · Terms of Service
Terms of Service
The agreement between Upvort and every business that uses the panel — including how an account is created, verified and activated, and what each side is responsible for.
1This agreement
By creating an Upvort account or using the panel, website or API, you agree to these Terms, our Privacy Policy, our Acceptable Use Policy and our Refund Policy. If you use Upvort for a business, you confirm you are authorised to bind that business.
2Who can use Upvort
- You must be 18 or older and opening the account for a real business.
- Your business must be allowed to use the WhatsApp Business Platform under Meta's rules, and must not be in a category WhatsApp prohibits.
- One account belongs to one business. Accounts, API keys and login credentials may not be shared outside your own team or resold.
3Account creation and activation
An Upvort account becomes active only when every step below is complete. Until then the account is in a pending state and WhatsApp sending stays off — Upvort never shows an account or a number as active or connected before verification passes.
1
Sign up with true details
Register the business with its real name, a working business email and an account owner. False or borrowed identities are not accepted.
2
Verify the account email
The owner confirms control of the email address. Unverified accounts cannot activate a plan or connect a number.
3
Connect your own WhatsApp number
Enter exactly three inputs — WABA ID, Phone Number ID and a System User token from your own Meta account. Our server verifies all three with Meta. The number shows as connected only when all three checks pass; if any check fails, the account stays not-connected and the failure is shown honestly.
4
Meta-side requirements stay Meta's
Business verification, display-name approval, template approval and messaging limits are decided by Meta on your WhatsApp account. Activation of your Upvort account does not override a Meta decision, and we will never claim a Meta approval you do not have.
5
Choose a plan
A free trial activates immediately on sign-up. A paid plan activates when its payment is confirmed; plan features and limits apply from activation. Reactivation after suspension or expiry follows the same verification checks.
You are responsible for keeping your token, password and API keys secret. A token is never displayed back after entry; if you believe one has leaked, regenerate it in Meta and in the panel immediately. Activity under your account is treated as your team's activity.
4Your WhatsApp number and Meta
- You connect your own WhatsApp Business Account and keep ownership of it. Upvort acts through the access you grant and can be disconnected by you at any time.
- Meta's messaging charges are yours, billed by Meta on your own WhatsApp account. Upvort subscription fees and Meta charges are two separate things.
- By using WhatsApp through Upvort you also agree to Meta's and WhatsApp's terms, the WhatsApp Business Policy and the WhatsApp Commerce Policy. A number restricted or banned by Meta cannot be used through Upvort either.
- An embedded, in-panel Meta sign-up flow may be offered in future only if and when Meta grants it. Until then, the three-input connection above is the only connection method, and no other method is presented as available.
5Plans, billing and taxes
Plans (Trial, Starter, Business, Growth) differ in features and limits, as shown on the Plans section of this website; exact prices and limits for your business size are confirmed with our team before you pay — there are no hidden charges. Subscriptions run for the period you choose and renew only as agreed at purchase. Failed payments may pause paid features after notice. Refunds follow the Refund Policy. Prices may change for a future period; a change never applies retroactively to a period you have already paid for.
6Your responsibilities
- Get and keep opt-in consent before marketing to any contact, and honour every opt-out and block immediately.
- Make sure your messages, templates, products and prices are lawful and truthful, and that order and customer data you enter is accurate.
- Control your team: roles and per-function permissions are yours to set, and you answer for your members' actions in the panel.
- Follow the Acceptable Use Policy at all times.
7AI and automation
AI agents, keyword bots and flows act on your configuration and your content. You are responsible for reviewing what they send, especially anything about price, stock, complaints or refunds — which is why the panel is built to hand sensitive topics to a human. AI-drafted replies are drafts until your team sends them where the panel is set that way.
8The OMS bridge
Sending order detail from a chat creates a pending draft in your OMS. Upvort does not book couriers, dispatch parcels or create tracking numbers; booking happens inside your OMS, and tracking is read back from the courier through the bridge. If the bridge is not configured, the panel says so — it does not simulate a connection.
9Suspension, termination and your data
You may cancel at any time; cancellation stops renewal, and access runs to the end of the paid period unless you ask us to close sooner. We may suspend an account that breaks these Terms or the Acceptable Use Policy, puts other users or End Customers at risk, or is required to stop by Meta or by law — with notice where it is safe and lawful to give it. After closure you can request an export and deletion of your data as described on the Data Deletion page.
10Availability, liability and disputes
We work to keep Upvort available and honest about status, but we do not promise uninterrupted service, and we are not responsible for outages or decisions of Meta, WhatsApp, couriers or your OMS. To the extent the law allows, our total liability for a claim is limited to the subscription fees you paid us for the three months before the claim. Nothing in these Terms limits liability that cannot legally be limited. These Terms are governed by the laws of Pakistan. Talk to us first through the Contact page — most disputes are misunderstandings, and we would rather resolve yours directly.
Home · Company · Refund Policy
Refund Policy
When an Upvort subscription payment comes back to you, when it does not, and exactly how to ask — no fine print, no runaround.
Sample previewBilling question? Ask firstRefunds to the original payment method7 daysCooling-off window on a new paid plan
14 daysOuter limit for an approved refund to land
0Charges on the free trial — ever
1What this policy covers
This policy covers Upvort subscription fees — the money you pay us for a plan (Starter, Business or Growth). It does not cover Meta's WhatsApp messaging charges, courier charges, or any third party's fees; section 5 explains those.
2The free trial never costs anything
The trial plan is free. We do not take payment details to start a trial, so there is nothing to refund on a trial — when it ends, paid features simply pause until you choose a plan.
3When we refund — in full
| Situation | What you get |
|---|---|
| Changed your mind within 7 days of first paying for a plan, and the account has not been used to send campaigns or broadcasts | Full refund of that payment. |
| Duplicate charge — the same period was charged twice | The duplicate is refunded in full, automatically once confirmed. |
| Billing error — wrong plan or wrong amount charged by us | The difference — or the full amount, if the whole charge was wrong. |
| We could not activate your account — activation failed on our side and could not be fixed (see activation in the Terms of Service) | Full refund of the unactivated plan payment. |
| Extended outage — the panel was unusable for a prolonged period on our side | A refund or credit for the unusable period, whichever you choose. |
4When we cannot refund
- A period that has already been substantially used — campaigns sent, broadcasts delivered, team active through the period.
- A plan ended because the account broke the Acceptable Use Policy or Meta restricted the connected number for policy violations.
- Fees for a previous, completed billing period when you cancel mid-way through the next one — cancelling stops renewal; see section 8.
- Any amount Meta, a courier or another third party charged you — we cannot refund money we never received.
5Meta's charges are separate — always
WhatsApp conversation charges are billed by Meta on your own WhatsApp Business Account. Upvort never collects that money, so Upvort can never refund it. Questions about a Meta charge belong to Meta's billing support for your account — we will happily help you understand which charge is which.
6How to request a refund
1
Contact us within the window
Use the Contact page and choose "Billing & refunds". Send it from the account owner's email so we can verify the account.
2
Tell us three things
Your business name, the payment date and amount, and the reason — a line or two is enough. Screenshots of a duplicate charge help but are not required.
3
We confirm in writing
We check the payment against this policy and reply with the decision and the amount. If we refuse, we say which section of this policy applies and why.
7Timing and method
Approved refunds go back to the original payment method — we cannot send a refund to a different account or person. Once approved, allow up to 14 business days for your bank or wallet to show it; most land sooner, and the delay is the payment provider's, not ours. We will tell you the date we sent it.
8Cancelling is not the same as refunding
Cancelling stops the next renewal; your plan stays active until the end of the period you paid for, and no refund is due for that remaining time unless section 3 applies. If you want the account closed and data deleted immediately instead, follow the Data Deletion page — tell us clearly which of the two you want, because deletion is permanent.
Home · Company · Acceptable Use Policy
Acceptable Use Policy
The rules that keep WhatsApp numbers — yours and everyone else's — safe, trusted and unbanned. They mirror Meta's and WhatsApp's own policies, because your number lives by those rules too.
Sample previewOpt-in contacts onlyApproved templates only1Meta's and WhatsApp's rules come first
Upvort runs on the WhatsApp Business Platform. Every account must follow Meta's Platform Terms, the WhatsApp Business Policy and the WhatsApp Commerce Policy. If Meta's rules and this page ever differ, the stricter rule applies. A restriction Meta places on your number applies inside Upvort too — we cannot lift a Meta ban, and we will never help an account work around one.
2Opt-in, always
- Message only people who have agreed to hear from your business on WhatsApp — a purchase, a sign-up, a QR opt-in, a clear "yes".
- Never buy, rent, scrape or borrow contact lists. A list you did not earn is a list you may not message.
- Honour every opt-out and block immediately. Upvort automatically excludes unsubscribed and blocked contacts from campaigns — deliberately working around that exclusion breaks this policy.
- Outside the 24-hour customer-service window, use Meta-approved templates only — never free-text marketing to a closed window.
3Prohibited content and goods
Do not use Upvort to sell, promote or arrange anything WhatsApp's Commerce Policy prohibits or restricts — including illegal products, weapons, tobacco and related restricted goods, adult products and services, alcohol where restricted, deceptive financial products, and anything aimed at exploiting or endangering minors. Do not send misleading offers, fake discounts, impersonation of another business or person, or content that infringes someone else's rights.
4Spam and bulk-messaging rules
- Broadcasts go to opted-in contacts only, in the panel's safe chunks — do not attempt to bypass sending limits, chunking, pause states or rate limits (including the API's per-key limit).
- No identical mass blasts to cold lists, no message bombing, no automated reply loops designed to inflate volume.
- Keep your templates honest: the template Meta approved is the message you send — no swapping in different content after approval.
Always allowed
Replies, order updates and support for your own customers; approved-template campaigns to your opted-in list.
Slow down
Big first-time campaigns, new templates and new numbers — warm up gradually, exactly as Meta recommends.
Never
Cold lists, spam, deception, prohibited goods, ban evasion, or messaging people who opted out.
5Prohibited behaviour
- Connecting a WhatsApp number you do not own or are not authorised to use, or sharing your System User token, password or API keys outside your team.
- Scraping the panel or API, probing other businesses' data, or attempting to access an account that is not yours.
- Using the panel's leak-protection, rating or contact tools to extract or trade in personal phone numbers or payment details.
- Creating multiple accounts to evade a suspension, a plan limit or a Meta restriction.
6Data misuse
Customer data inside your account belongs to your business relationship — use it only to serve those customers, as our Privacy Policy describes. Selling contact data, exporting lists for another business, or keeping data after a customer has exercised a deletion right are all breaches of this policy.
7How we enforce this policy
We act in proportion: a warning and guidance for a first, fixable mistake; pausing campaigns or specific functions for repeated or risky behaviour; and suspension or closure for spam, deception, prohibited goods or ban evasion. Where Meta restricts a number, the related functions stop with it. Serious abuse may be reported to Meta. If you believe we acted on a mistake, contact us — enforcement decisions can be appealed through the Contact page.
8Report abuse
Received spam or abuse from a business using Upvort? Tell us via the Contact page with the sender's number and a screenshot or the message time. We investigate every report and act under section 7.
Home · Company · Data Deletion
Data Deletion Instructions
How to delete your data from Upvort — from inside the panel, through this website, or as a customer of a business that uses Upvort. This page is also the data-deletion address we provide for our Meta app review.
Sample previewDeletion is permanentToken revoked on deletion1Who can request deletion
- Business account owners and admins — for the whole business account, or for a single connected number.
- Team members — for their own member profile.
- End customers — people who messaged a business that uses Upvort; see Method 3.
We verify identity before deleting anything: a request must come from inside the account, or from the account owner's verified email, or — for end customers — be matched to the phone number in the conversation.
2Method 1 — Delete from inside the panel (fastest)
1
Open Settings → Data & Privacy
Sign in as the account owner or an admin with the data-deletion permission.
2
Disconnect the WhatsApp number first, if asked
Disconnecting revokes the stored System User token immediately, so the panel can no longer send or receive on that number. Meta-side data in your own WhatsApp account remains yours, under Meta's controls.
3
Choose the scope
One connected number, one member, or the full business account. Export anything you need first — deletion cannot be undone.
4
Confirm, and keep your reference
Type the confirmation the panel shows you. You receive a deletion reference number on screen and by email — quote it in any follow-up.
3Method 2 — Request through this website
1
Open the Contact page
Choose the topic "Privacy & data deletion".
2
Write from the owner's email
Include the business name, the connected WhatsApp number (if any) and the words "Data deletion request".
3
Verify, then we act
We reply to verify the request is genuine, then process it on the timelines in section 7 and confirm completion with a reference number.
4Method 3 — End customers of a business
If you chatted with a business that uses Upvort and want your conversation data deleted, contact that business first — it controls the conversation, and it can delete your chat data and exclude you from all future campaigns inside its panel. If the business does not act, write to us via the Contact page with the business's name and your WhatsApp number; we will pass the request to the business, require it to act, and confirm back to you. Deleting your data with a business also removes you from its marketing lists — it will not message you again through Upvort.
Meta / Facebook data note: data Meta holds in your own Facebook or WhatsApp account is controlled by Meta, not Upvort. Deleting your Upvort data removes everything Upvort stores — including the connection token — but does not delete your WhatsApp account or your Meta business account; you manage those in Meta's own settings.
5What gets deleted
| Data | On full account deletion |
|---|---|
| WhatsApp connection | Token revoked and deleted; WABA / Phone Number ID link removed. |
| Conversations & contacts | Messages, notes, labels, follow-ups, ratings and contact records deleted. |
| Orders & drafts | Chat order drafts and panel order records deleted. (Drafts already sent to your own OMS live in your OMS — delete them there too.) |
| Marketing | Lists, opt-in records, campaigns, sequences and results deleted. |
| Team & API | Member profiles deleted; API keys revoked and deleted. |
| Backups | Removed on the backup cycle in section 7. |
6What may be kept — and why
A small set of records may be retained where the law requires it or to prevent fraud: invoices and payment records for tax and accounting, security and audit logs, and a record that a deletion happened (your reference number). Retained records are kept only as long as required, are never used for marketing, and are never shown to another business.
7Timelines
7 daysTo acknowledge & verify your request
30 daysTo complete deletion in live systems
90 daysFor backups to fully cycle out
Connection tokens are revoked immediately when you disconnect or confirm deletion — sending and receiving stop at once, even while the rest of the deletion completes on the timeline above.
8After deletion
Deletion is permanent: the account, its chats and its history cannot be restored. If you later return to Upvort, you start with a fresh account and reconnect your number through the normal verified steps in the Terms of Service. Questions about a deletion in progress: quote your reference number on the Contact page.
Home · Company · Contact
Contact Upvort
Sales questions, support, billing, privacy and data-deletion requests — pick the topic, write once, and your message is prepared ready to send. Signed-in teams get faster help from the Guide and support inside the panel itself.
Sample previewOne message, right topicDeletion requests welcome hereGeneral support
Something not working, a chat that will not send, a number that will not connect. Include what you expected, what happened, and when — in the message form below, topic "Support".
Privacy & data deletion
Access, correction and deletion requests — including Meta-related data. Topic "Privacy & data deletion"; the full process and timelines are on the Data Deletion page.
Billing & refunds
Plan questions, duplicate charges, refund requests. Topic "Billing & refunds" — and check the Refund Policy first; it answers most questions on the spot.
Sales & Meta connection help
Choosing a plan, connecting a number (WABA ID + Phone Number ID + token), or applying with Meta. Topic "Sales" or start the guided journey on the Get Started page.
Write your message
This website is a preview, so the form prepares your message on this device: press the button and the complete message is copied, ready to paste into your email or into the in-panel support — nothing is sent silently and nothing is stored by this page.
Before you write — three things that speed everything up
- Account questions: write from the account owner's email — we verify ownership before discussing an account.
- Connection problems: say which of the three checks failed (WABA ID, Phone Number ID or token) — never send your token itself, to us or anyone.
- End customers: for a chat or order with a business, contact that business first; if it does not resolve it, tell us the business's name and your number.
Home · Product
The Product — one panel for every WhatsApp conversation
Dashboard, team inbox and mobile — three views of the same live system, drawn in the panel's own theme: black rail, white cards, purple actions, a Guide on every screen.
Sample previewLive refresh, honest statusGuide on every page78Functions in one panel
50Sidebar links, grouped
83Built-in page guides
10Inbox tool panels per chat
The Dashboard — your whole day on one screen
Open chats, unread counts, orders in the pipeline, broadcasts running, delivery performance and the shortcuts your team actually uses — refreshed live, with the last-fetched time shown. If a load ever fails, a Retry appears; nothing pretends to be fresh when it is not.
The Team Inbox — where selling happens
Three columns: chat list, conversation, and a tool rail with 10 slide-in panels per chat — notes, labels, follow-ups, orders, customer rating, teammates, contact, sales stage, block and chat actions. The customer's rating band and 24-hour window state sit on every chat, so your team always knows who they are talking to and how they may reply. Full detail on the Team Inbox function page.
On mobile — the same inbox in your pocket
The panel works in a phone browser with the same live data — tap a chat, read, reply. No separate app data, no screenshots, nothing out of sync with the desktop panel.
Dashboard
Tiles, charts, shortcuts and system status — webhook, templates, window — at a glance.
Team Inbox
Assign, tag, note and move every conversation through your sales pipeline, together.
Mobile
Check chats between deliveries — the same data, made for one thumb.
See it moving
The home page carries an auto-playing motion clip and two short video clips of the panel in motion. When you are ready, the Get Started journey connects your own number in three verified inputs.
Home · Features
Features — 78 functions, each with its own page
Grouped the way your day is grouped. Open any function group to read its own page — what it does, how it behaves, and the rules it follows.
Team Inbox
Assign, tag, note, snooze and pipeline every conversation — with 10 tool panels per chat.
Open its page →Broadcasts & Campaigns
Approved-template campaigns in safe chunks, with pause, resume and real analytics.
Open its page →Follow-back & Sequences
Timed follow-ups on quiet customers — any time you choose, as many steps as you add, stopping the moment they reply.
Open its page →AI & Automation
AI agents, keyword bots and drag-and-drop flows — with human handover for sensitive topics.
Open its page →Orders & Delivery
Auto-saving order drafts, pipeline, courier tracking, delivery ratios and a rescue list.
Open its page →Customer Rating
Delivered / returned record and a green-yellow-red band, before your team books anything.
Open its page →Team & Safety
Roles, per-function permissions, leak blocker, consent, audit logs and data deletion.
Open its page →And the rest of the 78 — all live, all connected
DashboardNotificationsReportsFull SearchDeep ReportsSend MessageClient TemplatesVisual Flow BuilderAI ChatbotRoman-Urdu VoiceAds & RoutingMeta CatalogStoreAppointmentsWidgetsContactsChannelsIntegrationsSettingsBillingApps MarketplaceAPI DocsGuides on every page
Home · Marketing
Marketing Hub — email + WhatsApp, one hub
Bulk WhatsApp broadcasts and bulk email campaigns, planned, sent and measured in the same panel where your team chats. Opted-in contacts only — unsubscribed and blocked contacts are left out automatically.
Sample previewSending in safe chunksEmail + WhatsApp together2Channels — email + WhatsApp
10Messages per broadcast tick
14 daysOf campaign analytics shown
100%Opted-in lists only
Bulk WhatsApp broadcasts
Send a Meta-approved template to a whole list at once. Messages go out in safe chunks of 10 per tick — pause or resume anytime, no duplicates, and no burst catch-up after a pause. Every recipient ends with a real delivered / read / failed result from WhatsApp's own statuses, never a guess.
Bulk email campaigns
The same campaign, delivered by email — subject, body and a button to your store or WhatsApp. Sent only to contacts who opted in, with a per-recipient result for every address, and unsubscribes honoured automatically.
Sequences & follow-up drips
Step-by-step sequences over days — welcome offers, abandoned-order nudges, re-order reminders — each step with its own delay, stopping the moment a customer replies. QR-code sign-ups feed new opted-in contacts straight into your lists. The full Follow-back walkthrough — what you add, when each step fires and how many steps to chain — is on the Follow-back page.
Campaign analytics
Sent vs read over the last 14 days, template performance and per-campaign results. If a provider report has not arrived yet, the figure shows as unknown — a dash, never an invented percentage. The sending rules that keep your number safe are in the Acceptable Use Policy.
Home · Developer API
Developer API — your whole panel, behind one API
Everything the dashboard does, your own systems can do too: send messages, start broadcasts, read chats, push orders and pull reports — through the public v1 API.
100/minRequests per API key
v1Stable public API
1 keyShown once · stored hashed
POST
/v1/messages/sendSend a template messagePOST
/v1/broadcastsStart a bulk campaignGET
/v1/chatsRead inbox conversationsPOST
/v1/orders/pushPush an order draft to OMSGET
/v1/reports/campaignsCampaign delivery & read statsKeys that stay safe
Your personal API key is shown once when created and stored hashed — copy it then, because it can never be displayed again. Regenerate it anytime from Security; the old key stops working immediately. Treat a key like a password: never paste it into a guide, a chat or a screenshot.
Fair rate limits
Each key may make 100 requests per minute. Broadcasts started through the API follow the same safe chunking as the panel — 10 messages per tick, pause and resume, no duplicates. The full endpoint documentation lives inside the panel, next to your key.
Sample — what a send looks like
A template send names the recipient, an approved template and its variables; the response confirms the message is queued on the WhatsApp channel and which campaign chunk it belongs to. Illustrative samples are shown on the home page's API band — your live keys and logs are only inside your own panel.
Home · By the Numbers
What the panel contains — counted
These figures describe the product itself: what is built into Upvort. They are not customer results, traffic or performance claims — your live panel fills with your own business's real data. Scroll and watch them count up.
78
Panel functions
Inbox, broadcasts, AI, orders, reports and setup — the full function set, in one panel.
259
Control points
On / off and show / hide points across the global, plan, business and member levels.
50
Sidebar links
Every part of the system sits in the side rail, grouped and one click away.
83
Page guides
A built-in Guide on every page — steps, checks, and what to do when something refuses.
10
Inbox tool panels
Notes, labels, follow-ups, orders, rating, teammates, contact, sales stage, block and chat actions — per chat.
3
Inputs to connect
WABA ID, Phone Number ID and a System User token — all three verified before a number shows as connected.
4
Plan tiers
Trial, Starter, Business and Growth — a tier for every stage of your shop.
24h
Reply window
The free WhatsApp reply window, shown on every chat — approved templates take over when it closes.
10
Messages per broadcast tick
Broadcasts send in safe chunks of 10 per tick — pause and resume anytime, no burst catch-up.
Figures describe what Upvort contains — counted from the panel itself, not measured from any customer's business.
Home · How It Works
Connected in three honest steps
No shortcuts and no fake "connected" badges — the panel flips to connected only when Meta verifies your number, and every later step is just as plainly shown.
Step 1 — Bring your own number
Connect your WhatsApp Business number with exactly three inputs: WABA ID, Phone Number ID and a System User token. The server verifies all three with Meta before anything shows as connected; your token is never displayed back. The full walkthrough — including the Setup Wizard's app and webhook steps — lives in the Get Started journey.
Step 2 — Your team starts chatting
Chats land in the shared inbox. Keyword bots and AI handle the routine; anything sensitive — price, stock, complaints, refunds — hands over to a human. Every chat shows the customer's rating band and the state of the 24-hour window, so replies are always within WhatsApp's rules.
Step 3 — Orders flow to OMS
The agent fills the order form inside the chat — it auto-saves as they type, per chat, so a half-finished form is exactly where they left it hours later — and sends the detail to OMS as a pending draft. Courier booking happens in OMS, where it belongs; tracking is read back and told to the customer. Account activation terms for all of this are in the Terms of Service.
Home · OMS Bridge
OMS Bridge — chats on one side, orders on the other
Upvort links to UpOMS once, then rating, history, products, couriers and tracking stay in step — inside the very chat your team is already answering.
Sample previewRating checked firstTracking from the courierWhat the bridge does
- Customer rating in the chat — delivered / returned record and risk band, figures only, shown before anything is booked.
- Order history per customer — so a duplicate is never booked by mistake, with a warning and an explicit human confirmation if a genuine repeat order is intended.
- Order drafts pushed as pending — the detail your agent typed in chat lands in OMS as a pending draft. No consignment number, no courier, no dispatch is created from Upvort — booking happens later, inside OMS, in one click when it is due.
- Tracking read back — statuses refresh from real courier data through OMS and are told to the customer in the chat.
- Auditable push logs — draft, order, status, note. Never a phone number.
Sample — last pushes
| Push | Result (sample) |
|---|---|
| Draft → OMS | Pending · awaiting booking |
| Customer rating | Green band |
| Tracking sync | In transit · courier data |
| Products & couriers | Synced from OMS |
| Control points | 259 · across 4 levels |
The table above is a labelled sample. In the live panel these rows are your real pushes, and if the bridge is not configured the panel says "not connected" — nothing is simulated.
Home · Plans
A plan for every stage of your shop
Start small, grow into broadcasts and AI. Every plan includes the team inbox — the extras unlock as your volume grows. Exact prices and limits are confirmed with our team for your business size, with no hidden charges.
Trial
See the panel with your own number, risk-free.
- Team inbox
- Connect your WhatsApp number
- Order drafts in chat
- Guides on every page
- 14 days · 100 contacts · 250 messages
Starter
For a small team selling daily on WhatsApp.
- Everything in Trial
- Templates & broadcasts
- Quick replies & keyword bots
- Customer rating bands
MOST POPULAR
Business
For growing brands with a full sales team.
- Everything in Starter
- AI agents & flow builder
- OMS bridge · rating & tracking
- Campaign analytics & reports
Growth
For high-volume sellers who automate hard.
- Everything in Business
- Sequences & marketing hub
- Deep reports & full search
- Developer API & apps
Exact prices are confirmed with our team for your business size — no hidden charges. Full plan limits are listed on the activation page, and Meta's own messaging charges always stay on your own WhatsApp account. Refunds follow the Refund Policy.
Home · FAQ
Straight answers, no fine print
The questions every business asks before connecting a number — answered the same way the panel behaves: honestly, including what happens when something cannot be done.
With three inputs — your WABA ID, Phone Number ID and a System User token. The server verifies all three and only then shows your number as connected. Your token is never displayed back. A second, embedded sign-up flow is planned for when Meta grants it — until then it is not shown as available. The guided version is on the Connect page.
Free-text replies are refused by WhatsApp's own rules, so the panel guides your team to an approved template instead. The window state is shown on every chat, so nobody is caught by surprise.
Yes — from the Marketing Hub. WhatsApp broadcasts use Meta-approved templates and send in safe chunks of 10 per tick, with pause and resume and no duplicates. Email campaigns run from the same hub. Both go only to opted-in contacts — unsubscribed and blocked contacts are excluded automatically — and every recipient gets a real delivered / read / failed result.
Follow-back brings a quiet customer back: a timed follow-up message that goes out when you say, as many steps as you add. Set one from the Follow-ups panel on any chat, or chain steps as a sequence in the Marketing Hub. You add four things — the customer (or an opted-in list), the message (an approved template per step), the time for each step, and how many steps to run. The moment the customer replies, the chain stops by itself. Full detail is on the Follow-back page.
Yes. The public v1 API covers the panel's working endpoints — sending messages, starting broadcasts, reading chats, pushing orders and pulling reports — at 100 requests per minute per key. Your personal API key is shown once and stored hashed; you can regenerate it anytime from Security. See the API page.
No. Sending detail from a chat creates a pending draft in OMS — no booking, no dispatch, no tracking number is created in Upvort. Booking happens inside OMS, and tracking is read back from the courier through the bridge.
Never. Every chat, contact, order and report belongs to one business. Customer rating signals are aggregates only — counts and a colour band — and never carry another store's details. See the Privacy Policy.
New paid plans carry a 7-day cooling-off window, duplicates and billing errors are always refunded, and Meta's own charges are never ours to refund because Meta bills them on your account. The full rules are on the Refund Policy page.
From inside the panel (Settings → Data & Privacy), or through this website. Step-by-step instructions, what gets deleted and the timelines are on the Data Deletion page.
Team Inbox — every conversation, one shared desk
One inbox for the whole team: assign chats, tag them, add notes, snooze follow-ups, and move every conversation through your sales pipeline — with the customer's rating and reply window always in sight.
Sample previewRating · GreenWindow open10Tool panels per chat
24hReply window, always visible
3Columns — list · chat · tools
The 10 tool panels
Notes, labels, follow-ups, orders, rating, teammates, contact, sales stage, block and chat actions — each a slide-in panel on the chat you are already reading. Hide the side panel and the conversation goes full width. The follow-ups panel has its own walkthrough on the Follow-back page.
How a chat moves
- Assign & hand over — a chat belongs to one teammate at a time; handovers keep the full history.
- Sales stages — new, interested, confirmed, dispatched, delivered: the pipeline mirrors how your shop actually sells.
- Quick replies & templates — inside the window, free text; outside it, the composer guides you to an approved template.
- Auto-save drafts — the in-chat order form saves as the agent types, per chat — leave it for hours and it is exactly as left.
10Messages per tick
14 daysSent vs read analytics
0Duplicates — ever
How sending works
Pick an approved template and an opted-in audience. The campaign sends 10 messages per tick; pause it and it stops cleanly — resume and it continues where it left off, with no burst catch-up and no recipient ever messaged twice. Blocked and unsubscribed contacts are excluded before the first chunk, automatically.
Templates, sequences and QR
- Templates are created in your own Meta account and sent only after Meta approves them.
- Sequences drip follow-ups over days and stop the moment a customer replies — the full setup is on the Follow-back page.
- QR codes turn footfall into opted-in contacts.
- Analytics come from WhatsApp's delivered / read / failed statuses per recipient.
Follow-back — no quiet chat left behind
A customer asked, went silent, and the sale quietly died. Follow-back is the timed nudge that brings them back: set it for any time you choose, add as many steps as the job needs, and it stops the moment the customer replies — so every quiet chat gets another chance to become an order, without your team chasing it by hand.
Sample previewDay 3 follow-back · sentReply received · chain stoppedAny timeYou choose when each step goes out
Many stepsAs many follow-backs as the job needs
Auto-stopEnds the moment a customer replies
Opt-in onlyNever sent to blocked or unsubscribed contacts
Two places it lives
- On a single chat — every chat in the Team Inbox carries a Follow-ups panel, one of its 10 tool panels. While you are reading the conversation, set or snooze a follow-up for that one customer — a reminder for your team, timed by you.
- As a sequence — in the Marketing Hub, the same idea runs for a whole opted-in list: step-by-step follow-back messages over days, each step with its own delay, stopping the moment a customer replies.
What you add — the whole setup
1
Who — the customer
The customer on the chat in front of you, or an opted-in audience for a sequence. Blocked and unsubscribed contacts are excluded automatically, before anything is sent.
2
What — the message for each step
Pick an approved template for the step — variables like the customer's name and the product fill in per person. While a chat's 24-hour window is open, a normal reply works as the step instead.
3
When — the time for each step
Each step carries its own delay: later the same day, the next day, after a few days — whatever fits the conversation. It goes out at the time you set, not before.
4
How many — as many steps as you need
One gentle reminder or a chain of several — add step after step. There is no chasing by hand in between, and a reply at any point stops the rest of the chain on its own.
Jobs sellers use it for
- Welcome offer — a new opted-in contact hears from you again while they still remember signing up.
- Abandoned-order nudge — the customer gave their detail, then went quiet before confirming; the follow-back asks once more, politely, on schedule.
- Re-order reminder — for things customers buy again and again, a follow-back lands when the last one is running out.
- Quiet-chat follow-up — any conversation that simply stopped mid-way gets picked back up instead of being forgotten in the list.
The rules that keep it welcome
- Stops on reply — the moment a customer answers, the remaining steps cancel themselves. Nobody gets chased after they have already responded.
- Opted-in only — follow-backs go to contacts who agreed to hear from the business; opt-outs and blocks are honoured immediately, as the Acceptable Use Policy sets out.
- Approved templates outside the window — when the 24-hour reply window has closed, steps send as Meta-approved templates, the same rule as every broadcast.
- Measured honestly — every step's result is tracked per recipient — delivered, read or failed — in campaign analytics, from WhatsApp's own statuses.
Why it matters: most quiet chats are not refusals — they are customers who got busy. A follow-back set once, at the right times, gives each of those chats another chance to turn into an order, while your team spends its time on the customers who did reply.
What the automation does
- AI agents answer routine questions from the knowledge you give them — your products, prices and policies, not the open internet.
- Ask AI drafts — inside a chat, AI proposes a reply; your teammate edits and sends. The human stays the sender.
- Keyword bots catch exact intents ("price", "tracking") and route the rest to people.
- Flow Builder & Meta Flows — visual, box-by-box journeys for sign-ups, bookings and surveys.
- Voice notes — including Roman-Urdu voice, transcribed into the chat.
The handover rule: price disputes, stock promises, complaints and refunds are sensitive. Upvort's automation is built to hand those to a human — and under the Terms, you stay responsible for what your bots send.
The order form inside the chat
Customer, item, quantity, COD amount, full address and city — typed as the customer tells them, bit by bit. Every word auto-saves immediately, per chat, so the form survives switching chats and long gaps exactly as left. Values your member typed are the source of truth; anything collected automatically only fills empty fields, never overwrites.
Send detail — not a booking
"Send to OMS" sends detail only: the order lands in OMS as a pending draft — no consignment number, no courier, no dispatch. Booking happens later inside OMS, in one click, when courier booking is due. The chat then shows the OMS draft number so the customer conversation and the order stay linked.
Pipeline, tracking and rescue
- Order pipeline — every order's stage, visible to the whole team.
- Tracking — statuses refreshed from real courier data via the OMS Bridge.
- Delivery ratio / RTO — delivered vs returned, honestly counted; unknown figures show as a dash, never an invented percentage.
- Rescue list — at-risk parcels gathered for reattempt calls before they return.
- Payment proofs & catalog — customer payment screenshots filed to the order; your product catalog one tap from the form.
What the band means
- Green — a healthy delivered record; book as normal.
- Yellow — mixed record; a quick confirmation call is wise.
- Red — heavy returns; think twice, or take payment first, per your own policy.
Built on figures, guarded against mistakes
The band is computed from order outcomes — delivered and returned counts — read through the OMS bridge. A duplicate guard watches the same source: if this customer already has an order for the same product, sending another detail stops with a warning listing the existing order, and proceeds only after an explicit member confirmation. Genuine repeat orders stay possible; accidental doubles do not slip through.
Rating signals are aggregates only — counts and a colour band. They never include another business's name, orders or notes, as the Privacy Policy sets out.
259Control points
4Levels — global · plan · business · member
78Functions each permission can govern
Permissions that match real jobs
Every function can be switched on or off — and shown or hidden — per member, on top of plan and business defaults. An admin-only page stays admin-only; a member who should not see billing simply never sees it. Restricted pages refuse with a plain message, by design.
The leak blocker
Phone numbers and payment-account details are the two things a rogue message can steal a business with. The leak blocker watches outgoing content for them, and the blocklist, consent records and data-deletion tools complete the set — the same tools the Acceptable Use Policy and Data Deletion page rely on.
Home · Login
Welcome back
Sign in to your Upvort panel with the email and password of your account — the same one-screen login as the real panel.
Upvort
Login to your panel
Live sign-in connects to the real Upvort panel. Your session is kept in this browser tab only, and it lasts 24 hours.
How the real login behaves
One screen, your business email and password. Spaces at the ends are trimmed for you. After login you land directly on your dashboard. Your session is kept in this browser tab only, and it lasts 24 hours.
1Your emailAccount email address
2Verification codeFrom the email we send
3New passwordSet it, then log in
Forgot password
In the live panel, step 1 sends a verification code to your account email. This preview shows the full flow's shape without sending anything.
Protecting the reset
The code only goes to the email already on the account, and a reset signs out other sessions. If you did not request a code, ignore the email — your password does not change. Account owners with two-factor authentication keep that protection after a reset.
Home · Get Started
Start your free trial — sign up in a minute
Three fields create your trial account — the same signup as the real panel. After signup you land on your trial dashboard: every function opens in detail, but nothing runs until your plan is activated.
Sample previewFree trial · 14 days100 contacts · 250 messages1Create accountThe signup form below
Upvort
Create your trial account
Live signup connects to the real Upvort panel.
Free trial — what you get
14 daysTrial length
1WhatsApp number
100Contacts
250Messages
1Agent
5Templates
2Broadcasts
1Flow
0AI credits
The trial is for checking how things work. Past 100 contacts, a paid plan takes over — every plan's limits are on the activation page.
The signup rules — exactly as the panel runs them
First account = admin. The first account created for a business becomes that business's admin.
Passwords are hashed, never plain. Your password is stored with PBKDF2 hashing — never in plain text, never shown back.
One account per email. An email that already has an account is refused at signup — log in instead.
Email verification never blocks sign-in. You can sign in straight away; verification is a trust step, not a locked door.
Prefer help setting up your account?
Book an appointment and our team will set everything up with you — or message us on WhatsApp and we will take it from there.
After signup — the activation step
1
Trial account first
Signup creates your trial account, and you land on the trial dashboard.
2
Look everywhere, run nothing
Every function opens in full detail — but it stays locked and does not run. See the trial dashboard →
3
Take a plan, submit payment proof
Choose a plan on the activation page and submit your payment proof there.
4
pending-manual-activation
Your activation waits in that status until a human reviews the proof. The dashboard stays locked meanwhile — nothing half-opens.
5
Activated
Review passes, and only your plan's functions and limits open up.
What to keep ready
- Access to your business's Meta account — the wizard and the connection both happen inside your own Meta login.
- Your WABA ID and Phone Number ID — the wizard page shows where each one lives in Meta.
- A System User token you create in Meta — it is yours, entered once, verified, and never shown back. Never share it with anyone, including us, outside the secure connection field.
Two connection methods, honestly labelled: Method 1 — the three-input connection on these pages — is live today. Method 2 — Meta's Embedded Onboarding inside the panel — is a future path that needs Meta's grant (business verification, app review, tech-provider enrolment) first. Until Meta grants it, it is never shown as working or available. Full wording is in the Terms of Service.
Home · Get Started · Connect WhatsApp
Connect WhatsApp — three inputs, three verifications
Page 3 of the journey. Enter your WABA ID, Phone Number ID and System User token; the server verifies all three with Meta, and your number shows as connected only when every check passes.
3Connect WhatsAppYou are here
The connection form — as it appears in the panel
What verification actually checks
✓
WABA ID belongs to your business
Meta confirms the account exists and the token may act on it.
✓
Phone Number ID matches that WABA
The number must sit inside the same WhatsApp account — a number from elsewhere fails, honestly.
✓
Token is valid and has the needed permissions
Expired or under-permissioned tokens fail with the reason shown — the account stays "not connected" until all three pass.
After connection, templates are created into your own Meta WABA and only Meta-approved templates are sent. Meta's charges stay on your own WABA — Upvort never pays Meta on your behalf. Disconnecting later revokes the stored token immediately; see Data Deletion.
Home · Get Started · Setup Wizard
Setup Wizard — the three Meta steps, guided
Page 2 of the journey. Before the three-input connection, Meta itself needs three things prepared inside your own Meta account. The wizard walks each one, in order, with checks.
2Setup WizardYou are here
Step 1 — Create your Meta app
In Meta for Developers, create an app for your business and add the WhatsApp product. This app is the bridge Meta recognises between your WhatsApp account and Upvort. It stays your app, under your business — Upvort never asks for your Meta password, and this step happens entirely in your own Meta session.
Step 2 — Set the webhook, with your own verify token
Point the app's webhook at the callback address the wizard shows you, subscribe to message events, and set a verify token you invent yourself. The same value goes into Meta and into the panel — that match is how Meta proves the webhook is yours. Invent one now to see the shape of it:
Generated on this device only, for illustration. In the live wizard you type your own token in Meta first, then paste the same value into the panel — and you can change it anytime in both places.
Step 3 — System User token + your IDs
In Meta Business Settings, create a System User, give it the WhatsApp permissions on your account, and generate its permanent token. Note your WABA ID and Phone Number ID from the WhatsApp account page. Those three values are exactly what the next page asks for — the wizard ends by handing you to it.
Health, shown honestly: the panel's Connection page reports Meta configured?, webhook set?, and approved-template count at all times. If a step is incomplete, it says so — nothing is shown as ready that is not.
Home · Get Started · Trial Dashboard
Your trial dashboard — look everywhere, run nothing yet
This is where signup lands you. Click any function and its full detail opens — what it does, how it works, what it needs. But on an unactivated trial the function itself does not run: it stays locked, with one clear next step — take a plan and activate it.
Trial workspace
Free trial · 14 days · The whole panel is visible — functions unlock on activation
Contacts · trial limit100then a paid plan
Messages · trial limit250across the trial
Templates · trial limit5Meta-approved
Broadcasts · trial limit2opted-in only
Team Inbox
Locked — this function does not run on an unactivated trialHow the lock works — the real rule
1
Click any function — its detail opens
What it does, how it works, what it needs from you. Exploring is free and unlimited.
2
Try to run it — it stays locked
The function does not send, save or change anything. You get the lock notice and the activation step, every time, until activation.
3
Take a plan and activate it
Submit your payment proof on the activation page; your status shows pending-manual-activation until a human reviews it.
4
Only your plan opens
Once activated, exactly your plan's functions and limits unlock — the trial's own small limits if the trial is your activated plan, a paid plan's larger limits if you upgraded.
Honest by design: a locked function never pretends to work. No fake sends, no fake saves — the detail is real reading, the lock is a real lock, and activation is the only key.
Home · Get Started · Activate Your Plan
Activate your plan — proof in, human review, then it opens
Pick a plan below, submit your payment proof, and your activation sits at pending-manual-activation until a human reviews it. The moment it is approved, exactly that plan's functions and limits open — nothing more, nothing less.
Sample previewProof submittedHuman review, then open4Activate planYou are here
Choose your plan — every limit in the open
Free trial
For checking how things work — past 100 contacts, a paid plan takes over.
- 14 days
- 1 WhatsApp number
- 100 contacts
- 250 messages
- 1 agent
- 5 templates
- 2 broadcasts
- 1 flow
- 0 AI credits
Starter
For a small team selling daily on WhatsApp.
- 1 WhatsApp number
- 10,000 contacts
- 2,000 messages
- 2 agents
- 20 templates
- 10 broadcasts
- 5 flows
- 100 AI credits
Growth
For high-volume sellers who automate hard.
- 1 WhatsApp number
- 25,000 contacts
- 10,000 messages
- 5 agents
- 50 templates
- 40 broadcasts
- 20 flows
- 500 AI credits
FULL ACCESS
Business
For growing brands with a full sales team.
- 2 WhatsApp numbers
- 50,000 contacts
- 40,000 messages
- 12 agents
- Unlimited templates
- Unlimited broadcasts
- Unlimited flows
- 2,000 AI credits
Prices are confirmed with our team for your business size — the limits above are exact. Meta's own messaging charges always stay on your own WhatsApp account.
The activation conditions
1
Choose your plan
Its functions and limits — listed above, in the open — are exactly what will open for you. Nothing from a bigger plan leaks in.
2
Pay, then submit your payment proof
Use the form below in the live panel: your plan, your payment reference, and anything the reviewer should know. The free trial has no payment — choosing it goes straight to review.
3
Status: pending-manual-activation
Your activation waits in exactly this status. Nothing opens yet — the trial dashboard stays locked while you wait.
4
A human reviews the proof
Activation is never automatic. A person checks the proof against the payment; if it cannot be verified, you hear why — and activation failures on our side are refunded under the Refund Policy.
5
Activated — your plan opens
Your plan's functions unlock at its limits. Then invite your team up to your agent limit and set per-function roles.
While you wait, this is the status you will see: pending-manual-activation (sample chip — your live status appears in the real panel)
Submit your payment proof
The legal wording of activation — including Meta-side requirements that stay Meta's — is in section 3 of the Terms of Service.