Quick Start Guide

Complete the path that best matches your immediate goal. After the first result works, you can add other features without signing up again.

Before you start

Make sure you:

• have signed in to Konektor and selected the correct business workspace;
• have an owner or admin role if you need to change settings;
• can open the account email if Konektor asks for verification;
• have the access required for your chosen path.

Follow the step cards on the dashboard

When you first sign in, Konektor asks Where does your ad send people? Choose one answer: Straight to a WhatsApp chat, To a landing page or website, or No ads yet / not sure. Konektor suggests one goal.

The Activate one thing first panel on the Dashboard shows the steps as cards. The goals are:

The next step card shows an action, a test, and the expected result. The checklist shows your progress. Workspace data determines progress. Opening a setup page does not complete a step.

Each card shows Done, Now, or Not yet. Press Check again after you finish a step. To change your choice, open More actions and click Change goal. On small screens, press Show steps to open the cards.

Understand “configured” and “verified”

For website tracking, a copied or installed script is only configured. Tracking is verified after Konektor receives a real website event.

For CTWA ads and landing page to WhatsApp, the Verified status appears after Meta receives a real event from you. The last step is optional: the first closing is sent to Meta. This step does not hold back the Verified status.

If chats from Meta ads exist but Meta is not connected, the dashboard shows a warning with a Connect Meta button.

Path A: track a website

Choose this path when your ads send prospects to a website or landing page.

1. Get the workspace script

1. Open Website Tracking.
2. Click Create tracking code if the code is not available yet.
3. Click View Code.
4. Click Copy Code.

Do not replace the ID inside the code manually. Code copied from the dashboard already uses the active workspace ID.

2. Install the script and open the website

Follow the Tracking Script Installation Guide, then open a website page where you installed the script.

Opening that page sends a real event, such as PageView, to Konektor. Checking tracker.min.js is a troubleshooting step only; a loaded file is not the final activation evidence.

3. Verify the website event

1. Return to the member dashboard.
2. In the Activate one thing first panel, click Check again.
3. Confirm that the website step says an event was received.

If the status does not change after you open the website, follow installation troubleshooting.

4. Optional: add an ad platform

This step is not required to verify website tracking.

1. Open Website Tracking.
2. Click Add ad platform.
3. Select Meta, Google, TikTok, ChatGPT Ads, or another platform you use.
4. Enter the required ID and credentials.
5. Click Save.
6. In the Connected ad platforms table, open the platform row menu, then select Test send.
7. Enter the requested test data. For Meta, copy the Test event code (Test Event Code) from Meta Events Manager > Test events. This code is required.
8. Click Send test.
9. Check the result in Konektor and in Meta Events Manager > Test events.

Use the platform guides to find the correct values:

• Meta Conversions API
• Google Ads
• TikTok Events API
• ChatGPT Ads

After a successful test, the platform status is Test passed. This differs from Healthy. Healthy appears after the platform receives real events. The test checks your account and the data sent, not website-script installation.

Path B: create one WhatsApp Link for several numbers

Choose this path when you want to distribute prospects across team members.

1. Open Links & Domains > WhatsApp Links.
2. Click Create Link.

3. Complete Rotator Name, Link Slug, and Default Message Template. 4. Under WhatsApp Numbers, complete the first row with the Agent Name, WhatsApp Number, and Distribution Weight. 5. Click Add Number only when you have another destination. 6. Click Create Link. 7. On the new link, select Copy Link.

Send the link to yourself and open it on a phone. The setup works when WhatsApp opens with the correct destination number and opening message. Repeat the test if you need to check distribution across team members.

Without a connected number, Konektor records clicks but does not record chats. Connect a number in the Numbers & CTWA menu if you want chats to reach Leads.

A working WhatsApp Link does not prove that website tracking or delivery to Meta, Google, TikTok, or ChatGPT Ads works. If needed, complete Path A and then follow the optional Test send step.

Read the WhatsApp Link Guide for weights, form links, and click checks.

Path C: Click-to-WhatsApp (CTWA) ads

Choose this path when your Meta ad opens a WhatsApp chat directly. Follow the CTWA Getting Started Guide. It guides you from the WhatsApp number to a closing sent to Meta.

Path D: ads to a landing page, then WhatsApp

Choose this path when your Meta ad opens a landing page and a button on that page opens WhatsApp. Follow the Landing Page to WhatsApp Guide.

WhatsApp Inbox

Choose this path when your team reads and replies to customer chats from one place. Open Connection > Connect WhatsApp, then follow Connect Official WhatsApp Business. Then read WhatsApp Inbox. Your team can also reply from a phone with the Inbox app.

Prove a closing reaches Meta

Use these steps after a lead from a Meta ad exists.

1. Open Inbox or Leads, then choose the Purchase stage on the ad lead. In Inbox, choose the stage from the labeled menu.
2. Fill in the Closing value box, then save. Meta receives a Purchase event with this value.
3. Open the lead detail or the Inbox panel. The delivery badge shows Sent to Meta, Queued, Failed, or Skipped.
4. Click the badge. Konektor opens the Delivery log for that lead.
5. Confirm that the Purchase event has the Sent status.

The Delivery log is under Tracking & Ads > Conversions, on the Delivery log tab. The statuses are Sent, Failed, Skipped, and Queued.

The Loss stage asks for confirmation before it saves.

Check before you continue

If you cannot see this evidence, fix the same path first. Adding another pixel, WhatsApp Link, or connection usually does not resolve an incomplete setup.

Next steps

• Review Analytics.
• Configure your conversion strategy.
• Troubleshoot WhatsApp Inbox.