Getting StartedBeginner
8 min read
Updated 3 May 2025

Quick Start Guide

This guide walks you through the essential setup steps to have QuintaGo live for your venue in under 30 minutes. Follow each step in order — they build on each other.

Step 1 — Connect your WhatsApp number

Go to Settings → WhatsApp → Connect number and scan the QR code with the WhatsApp Business app on your phone. The connection takes about 30 seconds.

Make sure you are using a WhatsApp Business account, not a personal account. Personal accounts are not supported by the WhatsApp Business API.

Step 2 — Add your team

Go to Settings → Team and invite your colleagues. Assign roles:

  • Admin — full access including settings and billing
  • Sales — can manage leads, proposals, and conversations
  • View only — read access for reporting

Step 3 — Configure the AI Concierge

Go to Settings → AI Concierge and:

  • Upload your venue pricing document (PDF or .docx)
  • Set your business hours
  • Choose whether the AI responds 24/7 or only outside business hours
  • Write a short description of your venue tone and style

Step 4 — Import your existing leads

Go to Leads → Import and upload a CSV. Map columns to QuintaGo fields (name, email, phone, event date, guests). The import handles duplicates automatically.

# Example CSV format
name,email,phone,event_date,guests
Maria Silva,maria@example.com,+351912345678,2025-09-20,120
João Costa,joao@example.com,+351966543210,2025-10-05,80

Step 5 — Install the WordPress plugin

If your website runs on WordPress, install the QuintaGo plugin and connect it with your API key. From that point, every form submission becomes a lead automatically.

// Your API key lives in Settings → Integrations
QUINTAGO_API_KEY=qg_live_xxxxxxxxxxxxxxxxxxxx

You are live

Leads will start flowing in, the AI will respond to enquiries, and your team can manage everything from a single inbox. If anything does not work as expected, visit the Troubleshooting guide.

Tags:setuponboarding

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