Complete setup guide

    How to set up CARE in 10 steps

    The Arabic-first WhatsApp AI agent for clinics, salons, restaurants and service businesses across MENA. Sign-up to first live conversation — fully self-serve, in 45 minutes flat.

    15 min readWhatsApp · Email · Web7-day free trialBuilt for MENA
    Before you start

    Five things to have ready

    None of them cost money, but having them ready cuts setup time in half.

    Meta Business Account

    With at least one verified WhatsApp Business number. Free at business.facebook.com.

    Business email

    An email address you control — used as your login and primary contact.

    FAQs & services list

    Text doc, spreadsheet, or notes. Bilingual content (AR + EN) grounds best.

    Operating hours

    Per-weekday schedule with timezone. Supports Ramadan and public holidays.

    Optional: Calendar

    Google Calendar, Google Sheet, or REST API to auto-sync live data.

    The 10 steps

    From zero to your first live conversation

    Each step is self-contained. Pause at any point — setup is non-destructive.

    01
    Step 1

    Sign up

    CARE sign-up is fully self-serve. No sales call, no waiting list.

    1. Visit the CARE sign-up page from panel.thamragroup.com.
    2. Enter your business name, industry, email, password, and contact phone number.
    3. Choose your industry — Medical, Engineering / Automotive, Salon / Reservation, Restaurant / Travel, or Equipment & Service. This selects the right starter templates for your agent's persona and FAQ structure.
    4. Submit. CARE creates your tenant workspace, a default agent configuration, and signs you in. You're dropped straight into the onboarding wizard.

    Free trial

    Every new tenant gets a 7-day free trial with up to 150 conversations. No credit card is required to start, and the trial converts to paid only when you activate billing in Step 10.
    02
    Step 2

    Verify your email

    CARE sends a verification link to the email you signed up with. Click it to confirm ownership.

    • The link is valid for 24 hours. If it expires, the dashboard offers a "Resend verification" button.
    • You can keep configuring your agent in the meantime — verification only gates going live in Step 10.
    • Check spam if you don't see it within a minute. The sender domain is thamragroup.com.
    03
    Step 3

    Connect WhatsApp via Meta Embedded Signup

    This is the only step that touches Meta directly. CARE uses Meta's Embedded Signup flow — a popup hosted by Meta where you log into Facebook, pick the WhatsApp Business Account and phone number to connect, and approve the permissions. CARE never asks for your password or system user token.

    1. From the onboarding wizard, click Connect WhatsApp.
    2. A Meta popup opens. Log in with the Facebook account that owns the Meta Business Account.
    3. Choose the WhatsApp Business Account (WABA) and the phone number you want CARE to operate.
    4. Review and grant the requested permissions (manage messages, manage business assets).
    5. Meta closes the popup and hands CARE a permanent token. CARE then subscribes your number to webhooks so it receives every inbound message in real time.

    Phone numbers are exclusive

    A single WhatsApp number can belong to one CARE tenant at a time. If the number is already connected to another CARE account, the wizard will block the connection. Disconnect it from the old account first, or use a different number.
    04
    Step 4

    Configure your AI agent

    This is where CARE becomes your agent. Every field below is editable later in Settings → Agent.

    Identity

    • Agent name (English) and Agent name (Arabic). Pick a short, brandable name — many businesses use their own brand (e.g. "Layla from Dr. Majd Dental"). CARE will introduce the agent by this name in greetings.
    • Greeting message for new conversations and farewell message for ended conversations. Both can be bilingual.

    Tone & language

    • Response style: professional, friendly, casual, or formal. Shapes phrasing, sentence length, and emoji usage.
    • Dialect preference: auto (recommended), gulf, levantine, egyptian, maghrebi, or msa.
    • Enable emoji: on/off. Many clinics prefer off; restaurants and salons usually keep it on.

    Boundaries

    • Operating hours: per-weekday schedule with a timezone. Outside hours, CARE can keep replying or send an after-hours message — your choice.
    • Maximum response length on WhatsApp (default 1,200 characters).
    • Booking call-to-action: proactively offer a booking when relevant.
    • Follow-up nudges: gentle reminders to customers who stop replying mid-conversation.

    Start with Auto dialect

    Unless you need to enforce one dialect (e.g. an MSA-only government use case), leave dialect on auto. CARE detects the customer's dialect from their first message and mirrors it — Khaleeji customers get Khaleeji replies, Egyptian customers get Egyptian replies, and so on.
    05
    Step 5

    Build your knowledge base

    CARE's answer quality is bounded by the knowledge you give it. You have three complementary ways to add knowledge — use all three for the best coverage.

    Option A — In-app editor

    • FAQs — bilingual question/answer pairs.
    • Services — what you offer, prices, duration, prerequisites.
    • Staff / practitioners — names, specialties, photos.
    • Menu items — for restaurants and cafés.

    Option B — File upload

    Supported: PDF, DOCX, TXT, CSV, JSON. CARE extracts text, splits into chunks, generates embeddings, and indexes everything for semantic search. Status moves pending → processing → ready in seconds for small files.

    Option C — Connected sources (live sync)

    • Google Sheets — connect a sheet, choose tabs, pick a sync interval between 15 and 1,440 minutes.
    • REST API — point CARE at any JSON endpoint. Supports API-key, Bearer, Basic, OAuth2, and custom-header auth. Credentials are stored encrypted.

    Twenty FAQs beats two hundred

    A focused set of 20–30 well-written FAQs covering your real customer questions outperforms a 300-entry dump every time. Start small, ship, then add what you discover in the conversation logs.
    06
    Step 6

    Calendar & appointment booking

    Skip if you don't take appointments. Otherwise, this is what turns CARE from an FAQ bot into a real booking assistant.

    1. Open Settings → Calendar.
    2. Connect Google Calendar — authorize CARE to read and write events. Real events get created for every booking.
    3. Set slot duration (default 30 min) and buffer time (default 10 min).
    4. Set working hours (default 09:00–21:00) and working days (default all seven).
    5. Set maximum days in advance a customer can book (default 30).
    6. Add special periods — Ramadan hours, Eid closures, public holidays.
    7. Enable appointment reminders (commonly 24h and 1h before).
    8. Optionally enable the cancellation waitlist.
    07
    Step 7

    Invite your team

    CARE supports multiple users per business. Two roles cover most cases:

    • Owner — everything: settings, knowledge, conversations, billing, team management.
    • Viewer — read-only access to conversations and analytics. Cannot change settings or billing.

    From Settings → Team, click Invite member, enter their email, and choose the role. CARE sends them a password-setup link.

    Only Owners can manage billing

    Viewers cannot see invoice amounts, change limits, or unsuspend a tenant. Add at least one backup Owner for continuity when the founder is on holiday.
    08
    Step 8

    Notifications & escalation alerts

    CARE handles most conversations end-to-end, but some need a human. Configure how you want to be alerted.

    • Escalation SMS number — gets a text when an escalation is opened.
    • Escalation rate threshold — notified if escalations exceed a percentage you set.
    • Quiet hours — suppress notifications during a window you choose (e.g. 22:00–06:00).
    • Webhook URL — optional. POST escalation events into Slack, a ticketing system, or your own backend.

    CARE escalates automatically on low confidence, repeated negative sentiment, explicit human request, repeated failed actions, an unanswered knowledge gap, or too many turns without resolution.

    09
    Step 9

    Test your agent

    Before you tell customers about the number, send messages yourself and pressure-test the agent.

    1. From the WhatsApp settings card, click Send test message — sanity-checks the token and webhook subscription.
    2. Open WhatsApp on a personal phone and message your business number with a real customer-style question — try both English and Arabic.
    3. Watch the conversation appear in Dashboard → Conversations in real time. Click in to see intent, retrieved knowledge chunks, and confidence score.
    4. Try edge cases on purpose: misspellings, mixed Arabic/English, a complaint, a question CARE shouldn't be able to answer.
    5. If something's wrong, fix the knowledge base or agent settings and try again. Iterate until you're happy.
    10
    Step 10

    Go live & activate billing

    Once the trial is going well, switch to paid. Pricing is pure usage — no platform fee, no minimum monthly commitment.

    • One-time activation fee: 299 QAR.
    • From then on, you pay per conversation at graduated tiers (each tier fills up before the next applies):
    Graduated pricing

    Pure usage-based

    One-time activation: 299 QAR

    Conversations / month
    Price each (QAR)
    1 – 250
    4.50
    251 – 750
    3.00
    751 – 2,000
    2.00
    2,001 – 5,000
    1.50
    5,001 and above
    1.20

    How billing runs

    • Invoices generated automatically on the 1st of each month for the previous month's usage.
    • Due on the 10th of the month.
    • Unpaid invoices past due trigger automatic suspension at 9 AM UTC. Settle and CARE reactivates.
    • You can set a conversation limit or spending limit as a hard cap.

    Full terms: CARE Service Terms · Billing & Refunds.

    Out of the box

    What CARE handles automatically

    Once you're live, CARE does the heavy lifting on every incoming message — no per-message configuration.

    Intent recognition

    Every message is classified — booking, edit, complaint, pricing, document request, or explicit human request — and routed to the right tool.

    Dialect & language

    Detects the customer's dialect (Gulf, Levantine, Egyptian, Maghrebi, MSA) and mirrors it. Handles code-switching and Arabizi gracefully.

    Safety guardrails

    Built-in crisis classifier scans every message for self-harm or medical emergencies and hands off to a human with hotline info instantly.

    Smart escalation

    Low confidence, explicit human request, or a knowledge gap triggers a handoff with a full conversation summary.

    Multi-channel

    One agent core across WhatsApp, Email, WebChat, Instagram, Facebook, and Voice. Enable per-business.

    Action execution

    Not just chat — books, cancels, checks orders, and calls external APIs when needed.

    Troubleshooting & FAQ

    Quick fixes for common snags

    Most often this is a pop-up blocker or an unverified WhatsApp Business Account. Confirm the WABA is verified in business.facebook.com, allow popups for the dashboard domain, and retry. The phone number must also be a WhatsApp Business number, not a personal WhatsApp account.
    Open the conversation in Dashboard → Conversations and look at the retrieved knowledge chunks. The fix is almost always in the knowledge base — either a missing FAQ, an outdated answer, or an entry where the English and Arabic versions disagree. Update the entry and the next conversation picks up the fix immediately.
    If dialect preference is set to auto, the agent mirrors the customer's first message. If that message was MSA or English, replies will follow. If you specifically want Khaleeji replies regardless of input, set the preference explicitly to gulf in agent settings.
    High escalation rate is a leading indicator of knowledge-base gaps. Filter the conversations list by status = escalated, read the last three turns of each, and add or update FAQs to cover the questions you see repeated. Most teams cut escalations by half in the first week of operation just by doing this once.
    Set operating hours to a window that's already passed today, or toggle the WhatsApp integration off from settings. Customers messaging during the pause will receive the after-hours message (or no reply, if you've disabled that too).
    Yes — CARE also supports French, Urdu, Hindi, and code-switched conversations mixing Arabic with English or French. Quality is highest in Arabic (every dialect) and English.

    Try CARE for 7 days, free.

    Up to 150 conversations. No credit card required. Your account doesn't auto-charge — you switch to the paid plan only when you're ready.

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