Before you start
- Log in to WhatsApp normally on your computer, available network, and mobile phone.
- A contact who agrees to cooperate in sending and receiving test messages.
Where to find it
New individual users start with registration; corporate team members first obtain an authorized team-member account from the administrator.
Prepare these four things first #
- A computer: Windows or Mac. Mac needs to select the installation package according to the chip type.
- Account preparation: Self-registered users must prepare a mobile phone number; corporate team members who use authorized accounts assigned by administrators can skip self-registration.
- WhatsApp already working on your phone: Subsequently, you need to operate "Associate Device" on the mobile phone.
- An available testing contact: Check sending and receiving with a new text message.
There are two different accounts here #
| account | What is it used for? |
|---|---|
| SocialEpochAccount | Log in to the SocialEpoch product. Register yourself or create and authorize it by the enterprise administrator. |
| WhatsApp account | Communicate with contacts. You need to log in normally in WhatsApp on your phone before linking. |
Signing up for SocialEpoch will not automatically create a WhatsApp account for you. Do not fill in the WhatsApp verification code in the SocialEpoch account password field.
Who needs to use which entrance #
| Entrance | main user | Common tasks |
|---|---|---|
| PC client | Sales and Customer Service Employees | Connect to WhatsApp, send and receive messages, maintain customers, use translation and quick replies. |
| Middle platform | Enterprise Administrator | Create team member accounts, product access, role permissions, organization and purchase records. |
| SalesEpoch admin console | Enterprise administrator or authorized personnel | Assign customers, configure public rules, and view records and statistics. |
After the team member account is established, product access and role permissions must be obtained. Being able to log in to your account does not necessarily mean that you have permission to use all the functions of SalesEpoch.
Confirm computer type #
Mac users open the "About this Mac". When you see "Chip" and the Apple chip name, select Apple Chip Mac; When you see the Intel processor name, select Intel Chip Mac.
Windows users choose the Windows installation package. Do not use your mobile phone to download and install the desktop client.
The goal of starting this time #
After using it for the first time, you should be able to view the connected account in SocialEpoch, send a text message to the designated contact, and see the other person's reply.
When using it for the first time, verify an account and a contact. The scope of free functions, number of accounts and usage period are subject to the actual display on your product page.
How to confirm free functions and multiple account quotas #
"A team member can log in to up to 10 WhatsApp accounts" in the manual describes the purchased version, and it cannot be assumed that all free accounts have the same limit by default. The product access, account slot allocation and validity period of the current account shall prevail. To understand the relationship between team member and account slot, please check Balance, product access and validity period.
Check your result
- Confirm whether you use a personal registration account or an team member account assigned by the company.
- Computers, mobile phones and test contacts have been prepared.
According to pages 1, 48, 53, and 54 of the "2026-SalesEpoch Operation Manual".
Menus and features may vary by client version or account access. Follow the current interface and verify critical workflows with a test account first.
Related information: Apple: Identifying Apple Chip Macs ↗