Quick Start Guide
Get up and running with Msghub in minutes. This guide walks you through account setup, connecting your first messaging channel, and sending your first message.
Step 1: Request a Demo or Sign Up
Visit msghub.info/contact and select your plan:
- Platform Demo Request — Get a live demo instance within 48 hours. Full access, no credit card required.
- Monthly Subscription — $350/month, cancel anytime.
- Perpetual License — $3,000 one-time, white-label rights included.
- Enterprise — Custom pricing with dedicated support.
Fill out the form with your details and we'll set up your instance within 24-48 hours.
Step 2: Access Your Dashboard
Once your instance is ready, you'll receive login credentials via email. Log in to your Msghub dashboard.
The dashboard has three main sections:
- Inbox — All conversations from all 6 channels in one place
- Campaigns — Create and manage SMS, WhatsApp, Email, and RCS campaigns
- Flows — Build automation sequences with the visual flow builder
- Contacts — Manage your customer database, segments, and tags
- Settings — Configure channels, integrations, and account preferences
Step 3: Connect Your First Channel
Option A: SMS via SMPP or HTTP
If you have your own SMS gateway (MSG91, Kaleyra, Gupshup, etc.):
- Go to Settings → Channels → SMS
- Choose SMPP or HTTP API
- Enter your gateway credentials:
- SMPP: Host, port, username, password
- HTTP: API endpoint, API key, authentication method
- Click Test Connection
- Once verified, click Save
If you want to use Msghub's SMS routes:
- Go to Settings → Channels → SMS
- Select Msghub SMS
- Add credit to your account (via Razorpay)
- Click Save
Option B: WhatsApp Business API
- Go to Settings → Channels → WhatsApp
- Click Connect Meta Cloud API
- You'll be redirected to Meta's login page
- Authorize Msghub to access your WhatsApp Business Account
- Select your business account and phone number
- Click Confirm
- Msghub will verify the connection and you're ready to send WhatsApp messages
Option C: Email
- Go to Settings → Channels → Email
- Choose your email provider:
- SMTP — Enter your SMTP server, port, username, password
- SendGrid — Paste your SendGrid API key
- Mailgun — Paste your Mailgun API key
- Click Test Connection
- Once verified, click Save
Option D: RCS, Instagram, or Web Chat
- RCS: Requires carrier partnership. Contact us for setup.
- Instagram: Go to Settings → Channels → Instagram, connect your Instagram Business Account via Meta login.
- Web Chat: Go to Settings → Channels → Web Chat, copy the embed code, paste it on your website.
Step 4: Create Your First Contact
- Go to Contacts
- Click Add Contact
- Enter:
- Name — Customer name
- Phone — Phone number (for SMS/WhatsApp)
- Email — Email address (for email campaigns)
- Tags — Optional labels (e.g., "VIP", "Newsletter")
- Click Save
Or import contacts in bulk via CSV:
- Go to Contacts → Import
- Download the CSV template
- Fill in your contacts
- Upload the CSV
- Map the columns to Msghub fields
- Click Import
Step 5: Send Your First Message
Via the Dashboard
- Go to Campaigns → New Campaign
- Choose your channel (SMS, WhatsApp, Email, RCS, Instagram, or Web Chat)
- Select your contacts or segments
- Write your message:
- SMS: Plain text, up to 160 characters (or 1,000+ with concatenation)
- WhatsApp: Select a template or write a message
- Email: Use the drag-and-drop builder or HTML editor
- RCS: Create a rich card with images, buttons, and carousels
- Choose send time:
- Send Now — Immediate delivery
- Schedule — Pick a date and time
- Click Send
Via the API
Send a message using the REST API:
curl -X POST \
https://your-msghub.com/api/v1/messages/send \
-H "X-API-Key: mk_live_..." \
-H "Content-Type: application/json" \
-d '{
"channel": "sms",
"to": "+919876543210",
"body": "Hi! Your order #12345 has shipped. Track it here: https://track.example.com"
}'
For WhatsApp with a template:
curl -X POST \
https://your-msghub.com/api/v1/messages/send \
-H "X-API-Key: mk_live_..." \
-H "Content-Type: application/json" \
-d '{
"channel": "whatsapp",
"to": "+919876543210",
"templateId": "order_confirmation",
"parameters": {
"name": "Rahul",
"orderId": "ORD-4821"
}
}'
Step 6: Monitor Delivery
- Go to Campaigns and click on your campaign
- You'll see:
- Delivered — Number of messages successfully delivered
- Read — Number of messages read (WhatsApp, RCS)
- Failed — Number of failed messages with error reasons
- Bounced — Number of bounced emails
- Click on individual messages to see delivery status and timestamps
Step 7: Set Up Your First Flow
Flows automate multi-step messaging sequences. Let's create a simple cart recovery flow:
- Go to Flows → New Flow
- Click Add Trigger
- Select Webhook (we'll use this for testing)
- Click Add Node
- Select Send Message
- Choose WhatsApp
- Select a template or write a message
- Click Add Node
- Select Wait
- Set delay to 24 hours
- Click Add Node
- Select Send Message
- Choose Email
- Write a follow-up email
- Click Save Flow
To trigger this flow, send a webhook:
curl -X POST \
https://your-msghub.com/api/v1/flows/trigger \
-H "X-API-Key: mk_live_..." \
-H "Content-Type: application/json" \
-d '{
"flowId": "flow_abc123",
"contactId": "contact_xyz789",
"data": {
"cartValue": 150,
"items": ["Product A", "Product B"]
}
}'
Step 8: Connect to n8n or Zapier (Optional)
n8n Integration
- In n8n, create a new workflow
- Add an HTTP Request node
- Set:
- Method: POST
- URL: https://your-msghub.com/api/v1/messages/send
- Headers: X-API-Key: mk_live_...
- Body: JSON with channel, to, and message content
- Test the request
- Deploy the workflow
Zapier Integration
- In Zapier, create a new Zap
- Choose a trigger (e.g., Google Sheets → New Row)
- Add an action: Msghub → Send Message
- Map fields:
- Phone → Column B
- Channel → SMS
- Message → Column C
- Test and turn on the Zap
Common Next Steps
- Set up AI chatbot: See AI Chatbot Basics
- Build complex flows: See Flow Builder Guide
- Integrate with your CRM: See Integrations
- Explore use cases: See Use Cases
Need Help?
- Questions? Check our FAQ
- Issues? See Troubleshooting
- Want a demo? Contact us