Setup

From connect tofirst recovered orderin a day

Three steps, about seventy minutes of your time, and no developer at any point.

Setting up 3xRetention takes about seventy minutes. You connect your WhatsApp Business number and Instagram account through Meta's official signup, which takes ten minutes. You then teach the agent your business by pointing it at your website, uploading your catalogue and setting your rules, which takes around an hour. The agent begins answering customers within 24 hours and starts building segments and follow-ups on its own during the first week.

The three steps

Three steps, about seventy minutes

You do the first two once. The third is the agent's job.

  1. Connect your number

    You connect through Meta's official Embedded Signup — the same flow any approved provider uses. You will need a phone number that is not currently on the WhatsApp Business App, and a Facebook Business Manager account. If you do not have one, we will create it with you on a call.

    Instagram connects the same way through your professional account. Nothing is installed on your phone and nothing runs on a linked device.

    If your number is already on the WhatsApp Business App, it has to be migrated. We handle it — it takes about a day and your chat history stays intact.

    10 minutes01/03
  2. Teach it your business

    This is the only real work, and you do it once. Four things:

    Your website or sitemap, your catalogue or price list, your rules, and your business type.

    The table below sets out what each one is and why the agent needs it.

    1 hour02/03
  3. It starts working

    The agent begins handling live conversations. You watch every one of them from the inbox and step in whenever you want.

    Over the first week it builds your segments from real behaviour and proposes the first retention flows. You approve them. From then on it runs, and the dashboard starts showing what it earned.

    24 hours03/03
Step 2 in detail

What you give it, and why it needs it

The four things you give the agent during setup
What you give itWhy it needs it
Your website or sitemapIt reads your pages to learn what you sell, how you describe it, and the tone you use.
Your catalogue or price listProducts, variants, prices, minimum quantities, bulk rates. A spreadsheet is fine. A Shopify or WooCommerce connection does this automatically.
Your rulesThe maximum discount it may offer. What it must never promise. Which enquiries go to a human immediately. Your delivery timelines and payment terms.
Your business typeB2B, D2C, online store, service or professional. This changes the agent's behaviour and changes what your dashboard reports.
The first month

What actually happens in the first month

What the agent does and what you do, day by day, in the first month
WhenWhat happensWhat you do
Day 1The agent answers its first live customers. Every conversation appears in your inbox.Watch. Correct anything it got wrong — those corrections teach it.
Days 2–3It has seen enough conversations to start grouping contacts by intent.Nothing. Check the segments look sensible.
Day 4It proposes the first retention flow — usually payment follow-up, because that is the fastest money.Approve or adjust the approach.
Week 2Cart recovery and win-back flows go live. The first recovered orders appear.Check the numbers against the holdout group.
Week 3It starts suggesting flows specific to your business that you did not ask for.Approve the ones that make sense.
Week 4You have a full month of baseline data. The first real retention rate reading.Decide whether to move from Approve to Auto.
Ongoing

What it needs from you after that

About 15 minutes a week

Reviewing what the agent proposed and checking anything it escalated. That is the realistic ongoing time cost.

Telling it when it is wrong

When it answers something badly, you correct it in the inbox. It does not repeat the mistake.

Keeping the catalogue current

New products and price changes need to reach it. Connected stores sync automatically; a spreadsheet needs re-uploading.

Deciding the offers

The agent decides who to contact and when. What you are willing to offer them is still your call.

Questions

Questions about getting set up

No. The whole setup is done through a browser — connecting your number, uploading a catalogue and writing your rules. The only step that occasionally needs help is creating a Facebook Business Manager account if you have never had one, and we will do that with you on a call.

Yes, but it has to be migrated off the WhatsApp Business App first because a number cannot be on both at once. The migration takes about a day, keeps your chat history, and we run it for you. If you would rather not risk your main number, start on a second number.

Payment follow-up usually produces something in the first week because it works on orders that were already nearly closed. Cart recovery takes two to three weeks to show a pattern. Win-back and repeat-purchase effects take a full buying cycle, which for most businesses means 30 to 90 days.

You will see it in the inbox and you can correct it there. The correction becomes part of what it knows. During the first week we recommend running in Approve mode, where nothing sends without you seeing it.

Your rules — the discount ceiling, what it must never promise, when to hand over to a person. That is a page of plain English, not a flowchart. The agent writes the messages.

Book a demo

See it run on
your own catalogue

Send us your product list and we will set the agent up on it before the call. You will watch it answer questions about your own products, not a generic demo account.Thirty minutes. No obligation.

A demo on your products, not ours

Pick a time that works. Share a catalogue, price list or website link when you book and we load it into the agent before we speak.

  1. Before the call

    You send a catalogue, price list or website link. We set the agent up on it.

  2. On the call · 30 min

    You ask it the questions your customers actually ask. We show you the segments and follow-ups it would run.

  3. After

    A written summary of what it would do for you, and what it would cost.

Can't see the calendar? Book here

Or email sandeep@3xretention.com

OfficeBengaluru, Karnataka, India
HoursMonday to Saturday, 10am–7pm IST