Sign up for an account
Go to trinetracrm.com/signup. We ask for your name, email, business name and a password — nothing else at signup. You can add a GSTIN, billing address or phone number later from Settings → Workspace.
Trinetra ships a 14-day free trial on every plan today — no credit card required to start. Paid subscriptions activate after Meta App Review clears; the pricing page lists the rates upfront with no surprise markup on Meta's own per-conversation cost.
Connect WhatsApp Business
After signup, the dashboard sends you to Settings → WhatsApp Business. Tick the consent disclosure (which lays out who sees what data and why) and click Connect WhatsApp Business. A Meta pop-up opens (Meta calls this “Embedded Signup”); you pick your WhatsApp Business Account, pick the phone number you want to connect, and authorise Trinetra. You stay on Meta's domain during the consent — Trinetra only sees the result after you click Allow.
A dedicated article walks through every screen of that flow, including what the access token grants us and how to disconnect: see Connect WhatsApp Business.
Reply to your first message
Once connected, any inbound message to your WhatsApp Business number lands in the Trinetra Inbox (left rail). Click the conversation to open the thread, type your reply, and hit send. The delivery state (sent / delivered / read) ticks up on the bubble the same way it does on WhatsApp itself.
Outbound messages outside the 24-hour customer-initiated window need an approved template — that's a Meta rule, not a Trinetra one. The Templates surface in the app submits new templates to Meta for approval; once approved, you can send them.
Invite your team (when ready)
Multi-agent inboxes (so two or three people can reply from the same WhatsApp number without crossing wires) are on the roadmap. The invite UI shows a “Coming soon” placeholder today — we won't fake a feature that doesn't exist. If multi-agent is blocking for you, write in and we'll let you know when it ships.
What's not here yet
Broadcasts, automation rules, AI reply suggestions and integrations (Shopify, Zapier) are gated behind the relevant subscription tier and feature flags in code — some are flagged on in development for testing but not yet enabled in production. The pricing page lists what ships in each plan and what is on the roadmap. Honest scope is one of our explicit commitments.