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Getting started

Create your organisation, invite your team and connect your first channel.

Slide brings your customer conversations and the automations that drive them into one place. This page takes you from a new account to a first working automation.

  1. 1Sign up and confirm your email address.
  2. 2Create your organisation. Everything in Slide, including contacts, integrations and billing, belongs to an organisation.
  3. 3Invite your team from Dashboard, then People. Assign a role so each person sees only what they need.

Start with the channel your customers already use. WhatsApp Business is the most common first step, and needs a Meta business portfolio, so set that up first if you do not have one.

  • Connect a store or CRM and let contacts sync automatically.
  • Import a spreadsheet from Google Sheets or a file.
  • Capture new contacts with a storefront popup or a lead form.

Open the automation builder, choose a trigger such as an order being placed, add a message step, and turn it on. Start with one small flow you can verify end to end before building anything complex.