To get started with Periskope, you need to create an account for your organization. As the creator of the organization, you will automatically be an admin. You can invite other members of your team later and assign roles
Go to the Periskope login page and login with your email. Periskope supports gmail and google workspace logins via SSO.If you use any other email provider, please enter your email in the field provided. You will receive an OTP on your email from Periskope. Please check your spam folder in case you haven’t received it.
Login screen
2
Create your organization
Once you’ve logged in, you will need to enter your organization name and your WhatsApp number. Please note that this is just a number we will use to connect with you and is not linked to the WhatsApp accounts you wish to manage on Periskope.
Organization onboarding
That’s it! You can now connect all your WhatsApp numbers to Periskope and start managing your official groups and chats. Click here to learn how to connect WhatsApp to Periskope
Was this page helpful?
{"docsConfig":{"theme":"mint","$schema":"https://mintlify.com/docs.json","name":"Periskope Docs","colors":{"primary":"#15803D","light":"#15803D"},"logo":{"light":"https://mintcdn.com/bharatkumarramesh/Sq5VlnE2OgDOCH8s/logo/periskope-logo-full.svg?fit=max\u0026auto=format\u0026n=Sq5VlnE2OgDOCH8s\u0026q=85\u0026s=cace2e822ea7c0cd2a98b9d946baa593","dark":"https://mintcdn.com/bharatkumarramesh/Sq5VlnE2OgDOCH8s/logo/periskope-logo-full.svg?fit=max\u0026auto=format\u0026n=Sq5VlnE2OgDOCH8s\u0026q=85\u0026s=cace2e822ea7c0cd2a98b9d946baa593"},"favicon":"https://mintcdn.com/bharatkumarramesh/4Au0rGi6EzWXLRIt/logo/periskope-logo.svg?fit=max\u0026auto=format\u0026n=4Au0rGi6EzWXLRIt\u0026q=85\u0026s=275c52e578008a630d9a4c6e150100a0","api":{"playground":{"display":"none"}},"appearance":{"strict":true},"navbar":{"links":[{"href":"https://www.postman.com/periskope/workspace/periskope-platform-api","label":"Postman API collection"},{"href":"https://what.sapp.link/periskope","label":"Support"}],"primary":{"type":"button","label":"Dashboard","href":"https://console.periskope.app"}},"footer":{"socials":{"twitter":"https://twitter.com/periskope_app","linkedin":"https://www.linkedin.com/company/periskope-app","youtube":"https://www.youtube.com/@PeriskopeApp"}},"integrations":{"gtm":{"tagId":"GTM-N9SPZLGR"}},"styling":{"latex":false},"navigation":{"pages":[]}},"deployment":{"deploymentMetadataValue":{"subdomain":"bharatkumarramesh","hasAudioNarration":false,"actualSubdomain":"bharatkumarramesh","customDomains":["docs.periskope.app"],"gitSource":{"type":"github","owner":"periskope-org","repo":"docs-mintlify","deployBranch":"main","contentDirectory":"","isPrivate":false,"mountPath":"","label":""},"chroma":{"liveDeploymentHistoryId":"6ae453c63ba31227325d7ed4","collectionId":"be170988-7fa0-4ea3-b624-add5b3ee55b6","schemaVersion":"v3","latestBuiltDeploymentHistoryId":"6ae453c63ba31227325d7ed4"},"feedback":{"thumbs":true},"entitlements":{},"buildId":"6ae453c63ba31227325d7ed4","clientVersion":"0.0.4044","searchFilterCounts":[{"language":"default","tag":"APIs \u0026 Webhooks","count":136},{"language":"default","tag":"Documentation","count":68},{"language":"default","tag":"Webhooks","count":21},{"language":"default","tag":"API","count":14},{"language":"default","tag":"Message APIs","count":14},{"language":"default","tag":"Chat APIs","count":13},{"language":"default","tag":"AI Agent","count":11},{"language":"default","tag":"Manage WhatsApp Groups, 1:1 Chats \u0026 Communities","count":11},{"language":"default","tag":"Objects","count":10},{"language":"default","tag":"Group Settings APIs","count":9}]},"assistantConfig":{},"basePath":"","hasChatPermissions":false,"hasWebMcpPermissions":false,"toggles":[{"name":"kill-isr","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"agent-mintlify-slack","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"agent-integrations-settings","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"automations-pr-grouping","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"custom-prefix","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"analytics-v7","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"user-flows-analytics","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"no-publish-flow","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"workos-onboarding","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"llms-txt-v2","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"snapshot-serving-live","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"stripTemperatureMiddleware","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"support-platform-pylon-zendesk","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"snapshot-serving","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"instant-rollback","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"granular-notifications-server","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"granular-notifications","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"automations-fable","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"fixed-ai-action-pricing","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"automation-resolve-merge-conflict","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"scoped-publishing","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"mintql","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"page-level-analytics","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"editor-version-history-v2","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"billing-page-v2","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"full-page-search","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"workspace-projects","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"assistant-v5","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"byok-sep-25","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"fork-pr-previews","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"revalidation-jwt","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"vite-origin","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"billing-updated-9-15","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"workos-sso-scim","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"hobby-abuse-scan","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"dashboard-inbox","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"workos-signup","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"turbopuffer-dual-write","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"workos-enabled","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"approve-review-flow","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"sso-setup-deadline-banner","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false}],"googleFontsInlined":false},"customCss":[{"filePath":"style.css","content":".image-container{max-width:50%;margin:0 auto}"}],"page":{"pagePath":"get-started/setup-account","slug":"/get-started/setup-account","pageMetadata":{"title":"Setting up your account","description":"Guide to setting up your organization account on Periskope","href":"/get-started/setup-account"},"description":{"compiledSource":"\"use strict\";\nconst {jsx: _jsx} = arguments[0];\nconst {useMDXComponents: _provideComponents} = arguments[0];\nfunction _createMdxContent(props) {\n const _components = {\n p: \"p\",\n ..._provideComponents(),\n ...props.components\n };\n return _jsx(_components.p, {\n children: \"Guide to setting up your organization account on Periskope\"\n });\n}\nfunction MDXContent(props = {}) {\n const {wrapper: MDXLayout} = {\n ..._provideComponents(),\n ...props.components\n };\n return MDXLayout ? _jsx(MDXLayout, {\n ...props,\n children: _jsx(_createMdxContent, {\n ...props\n })\n }) : _createMdxContent(props);\n}\nreturn {\n default: MDXContent\n};\n","frontmatter":{},"scope":{}},"pageType":"default","mdx":{"mdxSource":{"compiledSource":"\"use strict\";const{Fragment:_Fragment,jsx:_jsx,jsxs:_jsxs}=arguments[0];const{useMDXComponents:_provideComponents}=arguments[0];function _createMdxContent(props){const _components={a:`a`,p:`p`,..._provideComponents(),...props.components},{Frame,Heading,OptimizedImage,Step,Steps}=_components;if(!Frame)_missingMdxReference(`Frame`,true);if(!Heading)_missingMdxReference(`Heading`,true);if(!OptimizedImage)_missingMdxReference(`OptimizedImage`,true);if(!Step)_missingMdxReference(`Step`,true);if(!Steps)_missingMdxReference(`Steps`,true);return _jsxs(_Fragment,{children:[_jsx(Heading,{level:`2`,id:`overview`,children:`Overview`}),`\n`,_jsx(_components.p,{children:`To get started with Periskope, you need to create an account for your organization. As the creator of the organization, you will automatically be an admin. You can invite other members of your team later and assign roles`}),`\n`,_jsx(Heading,{level:`2`,id:`steps-to-setup`,children:`Steps to setup`}),`\n`,_jsxs(Steps,{children:[_jsxs(Step,{title:`Sign up to Periskope with your email (official)`,children:[_jsx(_components.p,{children:`Go to the Periskope login page and login with your email. Periskope supports gmail and google workspace logins via SSO.`}),_jsx(_components.p,{children:`If you use any other email provider, please enter your email in the field provided. You will receive an OTP on your email from Periskope. Please check your spam folder in case you haven’t received it.`}),_jsx(Frame,{caption:`Login screen`,children:_jsx(OptimizedImage,{className:`mint-block mint-border mint-rounded-xl mint-shadow`,src:`https://mintcdn.com/bharatkumarramesh/p5Zg2yD8SQLzX01k/get-started/setup-account/step-1.png?fit=max\u0026auto=format\u0026n=p5Zg2yD8SQLzX01k\u0026q=85\u0026s=6b8de1ce11ade33685e5b7cf0fb6f625`,alt:`Step 1`,\"data-og-width\":`1000`,width:`1000`,\"data-og-height\":`667`,height:`667`,\"data-path\":`get-started/setup-account/step-1.png`,\"data-optimize\":`true`,\"data-opv\":`3`,srcset:`https://mintcdn.com/bharatkumarramesh/p5Zg2yD8SQLzX01k/get-started/setup-account/step-1.png?w=280\u0026fit=max\u0026auto=format\u0026n=p5Zg2yD8SQLzX01k\u0026q=85\u0026s=79ae654a416cee07f74dda8fa9d5ca10 280w, https://mintcdn.com/bharatkumarramesh/p5Zg2yD8SQLzX01k/get-started/setup-account/step-1.png?w=560\u0026fit=max\u0026auto=format\u0026n=p5Zg2yD8SQLzX01k\u0026q=85\u0026s=d45b4ac65e8e79be20818dd454badd29 560w, https://mintcdn.com/bharatkumarramesh/p5Zg2yD8SQLzX01k/get-started/setup-account/step-1.png?w=840\u0026fit=max\u0026auto=format\u0026n=p5Zg2yD8SQLzX01k\u0026q=85\u0026s=f8cebff0eb08ce68575885e3de294116 840w, https://mintcdn.com/bharatkumarramesh/p5Zg2yD8SQLzX01k/get-started/setup-account/step-1.png?w=1100\u0026fit=max\u0026auto=format\u0026n=p5Zg2yD8SQLzX01k\u0026q=85\u0026s=5f0d57b94b5b3d7c2a73fbef9a7171b6 1100w, https://mintcdn.com/bharatkumarramesh/p5Zg2yD8SQLzX01k/get-started/setup-account/step-1.png?w=1650\u0026fit=max\u0026auto=format\u0026n=p5Zg2yD8SQLzX01k\u0026q=85\u0026s=6092f367f33a82b0a1b32eb38b07a411 1650w, https://mintcdn.com/bharatkumarramesh/p5Zg2yD8SQLzX01k/get-started/setup-account/step-1.png?w=2500\u0026fit=max\u0026auto=format\u0026n=p5Zg2yD8SQLzX01k\u0026q=85\u0026s=4117300c390e26cb85a33b7b7148fc7b 2500w`})})]}),_jsxs(Step,{title:`Create your organization`,children:[_jsx(_components.p,{children:`Once you’ve logged in, you will need to enter your organization name and your WhatsApp number. Please note that this is just a number we will use to connect with you and is not linked to the WhatsApp accounts you wish to manage on Periskope.`}),_jsx(Frame,{caption:`Organization onboarding`,children:_jsx(OptimizedImage,{className:`mint-block mint-border mint-rounded-xl mint-shadow`,src:`https://mintcdn.com/bharatkumarramesh/p5Zg2yD8SQLzX01k/get-started/setup-account/step-2.png?fit=max\u0026auto=format\u0026n=p5Zg2yD8SQLzX01k\u0026q=85\u0026s=c76ead6c7f399632e7fb570ceb040dd0`,alt:`Step 2`,\"data-og-width\":`1139`,width:`1139`,\"data-og-height\":`759`,height:`759`,\"data-path\":`get-started/setup-account/step-2.png`,\"data-optimize\":`true`,\"data-opv\":`3`,srcset:`https://mintcdn.com/bharatkumarramesh/p5Zg2yD8SQLzX01k/get-started/setup-account/step-2.png?w=280\u0026fit=max\u0026auto=format\u0026n=p5Zg2yD8SQLzX01k\u0026q=85\u0026s=f2e6136535185ab50edfd3c7b2720ba6 280w, https://mintcdn.com/bharatkumarramesh/p5Zg2yD8SQLzX01k/get-started/setup-account/step-2.png?w=560\u0026fit=max\u0026auto=format\u0026n=p5Zg2yD8SQLzX01k\u0026q=85\u0026s=53d82f2a97831eb8e8139c4137e6ddf5 560w, https://mintcdn.com/bharatkumarramesh/p5Zg2yD8SQLzX01k/get-started/setup-account/step-2.png?w=840\u0026fit=max\u0026auto=format\u0026n=p5Zg2yD8SQLzX01k\u0026q=85\u0026s=9943cf0ce862ac8e8b220c74799bea65 840w, https://mintcdn.com/bharatkumarramesh/p5Zg2yD8SQLzX01k/get-started/setup-account/step-2.png?w=1100\u0026fit=max\u0026auto=format\u0026n=p5Zg2yD8SQLzX01k\u0026q=85\u0026s=43a521a266e334c98b1a1011634f0cd3 1100w, https://mintcdn.com/bharatkumarramesh/p5Zg2yD8SQLzX01k/get-started/setup-account/step-2.png?w=1650\u0026fit=max\u0026auto=format\u0026n=p5Zg2yD8SQLzX01k\u0026q=85\u0026s=31331c0bebcd63cf852fd516ea390cef 1650w, https://mintcdn.com/bharatkumarramesh/p5Zg2yD8SQLzX01k/get-started/setup-account/step-2.png?w=2500\u0026fit=max\u0026auto=format\u0026n=p5Zg2yD8SQLzX01k\u0026q=85\u0026s=809034d6f6c1ce1e8e4501104aaf0366 2500w`})})]})]}),`\n`,_jsxs(_components.p,{children:[`That’s it! You can now connect all your WhatsApp numbers to Periskope and start managing your official groups and chats. Click here to learn how to `,_jsx(_components.a,{href:`/get-started/connect-whatsapp`,children:`connect WhatsApp to Periskope`})]})]})}function MDXContent(props={}){const{wrapper:MDXLayout}={..._provideComponents(),...props.components};return MDXLayout?_jsx(MDXLayout,{...props,children:_jsx(_createMdxContent,{...props})}):_createMdxContent(props)}return{default:MDXContent};function _missingMdxReference(id,component){throw new Error(`Expected `+(component?`component`:`object`)+\" `\"+id+\"` to be defined: you likely forgot to import, pass, or provide it.\")}","frontmatter":{},"scope":{"config":{},"pageMetadata":{"title":"Setting up your account","description":"Guide to setting up your organization account on Periskope","href":"/get-started/setup-account"}}},"mdxSourceWithNoJs":null},"mdxExtracts":{"tableOfContents":[{"title":"Overview","slug":"overview","depth":2,"children":[]},{"title":"Steps to setup","slug":"steps-to-setup","depth":2,"children":[]}],"codeExamples":{}},"jsLinks":[],"dynamicCss":".mint-block {\n display: block\n}\n.mint-rounded-xl {\n border-radius: 0.75rem\n}\n.mint-border {\n border-width: 1px\n}\n.mint-shadow {\n --tw-shadow: 0 1px 3px 0 rgb(0 0 0 / 0.1), 0 1px 2px -1px rgb(0 0 0 / 0.1);\n --tw-shadow-colored: 0 1px 3px 0 var(--tw-shadow-color), 0 1px 2px -1px var(--tw-shadow-color);\n box-shadow: var(--tw-ring-offset-shadow, 0 0 #0000), var(--tw-ring-shadow, 0 0 #0000), var(--tw-shadow)\n}","subdomain":"bharatkumarramesh","siteName":"Periskope Docs","title":"Setting up your account - Periskope Docs","navMaps":{"firstHrefInVersion":{},"firstHrefInLanguage":{}},"lastModified":"2025-10-09T06:16:43.646Z","originalFileLocation":"get-started/setup-account.mdx"},"headHtml":"\u003cscript data-mint-head>(function(){var d=document.documentElement,p=null;if(!p){try{p=localStorage.getItem(\"isDarkMode\")}catch(e){}if(p==='true')p='dark';else if(p==='false')p='light';if(p!=='light'\u0026\u0026p!=='dark'\u0026\u0026p!=='system')p=\"system\"}var r=p==='system'?(matchMedia(\"(prefers-color-scheme: dark)\").matches?'dark':'light'):p;d.classList.remove(r==='dark'?'light':'dark');d.classList.add(r);d.setAttribute(\"data-theme-preference\",p)})();\u003c/script>\u003cmeta data-mint-head name=\"description\" content=\"Guide to setting up your organization account on Periskope\">\u003cmeta data-mint-head name=\"application-name\" content=\"Periskope Docs\">\u003cmeta data-mint-head name=\"generator\" content=\"Mintlify\">\u003clink data-mint-head rel=\"icon\" type=\"image/png\" sizes=\"192x192\" href=\"/mintlify-assets/_mintlify/favicons/bharatkumarramesh/xEFzGZM_csru_Nms/_generated/favicon/android-chrome-192x192.png\" media=\"(prefers-color-scheme: light)\">\u003clink data-mint-head rel=\"apple-touch-icon\" type=\"image/png\" sizes=\"180x180\" href=\"/mintlify-assets/_mintlify/favicons/bharatkumarramesh/xEFzGZM_csru_Nms/_generated/favicon/apple-touch-icon.png\">\u003clink data-mint-head rel=\"icon\" type=\"image/png\" sizes=\"16x16\" href=\"/mintlify-assets/_mintlify/favicons/bharatkumarramesh/xEFzGZM_csru_Nms/_generated/favicon/favicon-16x16.png\" media=\"(prefers-color-scheme: light)\">\u003clink data-mint-head rel=\"icon\" type=\"image/png\" sizes=\"32x32\" href=\"/mintlify-assets/_mintlify/favicons/bharatkumarramesh/xEFzGZM_csru_Nms/_generated/favicon/favicon-32x32.png\" media=\"(prefers-color-scheme: light)\">\u003clink data-mint-head rel=\"shortcut icon\" type=\"image/x-icon\" href=\"/mintlify-assets/_mintlify/favicons/bharatkumarramesh/xEFzGZM_csru_Nms/_generated/favicon/favicon.ico\" media=\"(prefers-color-scheme: light)\">\u003clink data-mint-head rel=\"icon\" type=\"image/png\" sizes=\"192x192\" href=\"/mintlify-assets/_mintlify/favicons/bharatkumarramesh/xEFzGZM_csru_Nms/_generated/favicon-dark/android-chrome-192x192.png\" media=\"(prefers-color-scheme: dark)\">\u003clink data-mint-head rel=\"icon\" type=\"image/png\" sizes=\"16x16\" href=\"/mintlify-assets/_mintlify/favicons/bharatkumarramesh/xEFzGZM_csru_Nms/_generated/favicon-dark/favicon-16x16.png\" media=\"(prefers-color-scheme: dark)\">\u003clink data-mint-head rel=\"icon\" type=\"image/png\" sizes=\"32x32\" href=\"/mintlify-assets/_mintlify/favicons/bharatkumarramesh/xEFzGZM_csru_Nms/_generated/favicon-dark/favicon-32x32.png\" media=\"(prefers-color-scheme: dark)\">\u003clink data-mint-head rel=\"shortcut icon\" type=\"image/x-icon\" href=\"/mintlify-assets/_mintlify/favicons/bharatkumarramesh/xEFzGZM_csru_Nms/_generated/favicon-dark/favicon.ico\" media=\"(prefers-color-scheme: dark)\">\u003cmeta data-mint-head property=\"og:title\" content=\"Setting up your account - Periskope Docs\">\u003cmeta data-mint-head property=\"og:description\" content=\"Guide to setting up your organization account on Periskope\">\u003cmeta data-mint-head property=\"og:site_name\" content=\"Periskope Docs\">\u003cmeta data-mint-head property=\"og:url\" content=\"https://docs.periskope.app/get-started/setup-account\">\u003cmeta data-mint-head property=\"og:type\" content=\"website\">\u003cmeta data-mint-head property=\"og:image\" content=\"https://bharatkumarramesh.mintlify.app/_mintlify/api/og/v2?division=Get+Started\u0026amp;title=Setting+up+your+account\u0026amp;description=Guide+to+setting+up+your+organization+account+on+Periskope\u0026amp;theme=42ac27e6aa5a1e2c22bc4538\u0026amp;signature=f5f71d7767ea342d094c6dd28b94e620426920d0d5b0f076de96f8472b1af0cc\">\u003cmeta data-mint-head property=\"og:image:width\" content=\"1200\">\u003cmeta data-mint-head property=\"og:image:height\" content=\"630\">\u003cmeta data-mint-head name=\"twitter:card\" content=\"summary_large_image\">\u003cmeta data-mint-head name=\"twitter:title\" content=\"Setting up your account - Periskope Docs\">\u003cmeta data-mint-head name=\"twitter:description\" content=\"Guide to setting up your organization account on Periskope\">\u003cmeta data-mint-head name=\"twitter:image\" content=\"https://bharatkumarramesh.mintlify.app/_mintlify/api/og/v2?division=Get+Started\u0026amp;title=Setting+up+your+account\u0026amp;description=Guide+to+setting+up+your+organization+account+on+Periskope\u0026amp;theme=42ac27e6aa5a1e2c22bc4538\u0026amp;signature=f5f71d7767ea342d094c6dd28b94e620426920d0d5b0f076de96f8472b1af0cc\">\u003cmeta data-mint-head name=\"twitter:image:width\" content=\"1200\">\u003cmeta data-mint-head name=\"twitter:image:height\" content=\"630\">\u003cmeta data-mint-head name=\"msapplication-config\" content=\"/mintlify-assets/_mintlify/favicons/bharatkumarramesh/xEFzGZM_csru_Nms/_generated/favicon/browserconfig.xml\">\u003cmeta data-mint-head name=\"apple-mobile-web-app-title\" content=\"Periskope Docs\">\u003cmeta data-mint-head name=\"msapplication-TileColor\" content=\"#15803D\">\u003clink data-mint-head rel=\"canonical\" href=\"https://docs.periskope.app/get-started/setup-account\">\u003clink data-mint-head rel=\"alternate\" type=\"application/xml\" href=\"/sitemap.xml\">\u003clink data-mint-head rel=\"alternate\" type=\"text/markdown\" href=\"/get-started/setup-account.md\">\u003cscript data-mint-head type=\"application/ld+json\">{\"@context\":\"https://schema.org\",\"@graph\":[{\"@type\":\"Organization\",\"@id\":\"https://docs.periskope.app/#organization\",\"name\":\"Periskope Docs\",\"url\":\"https://docs.periskope.app\",\"logo\":{\"@type\":\"ImageObject\",\"url\":\"https://mintcdn.com/bharatkumarramesh/Sq5VlnE2OgDOCH8s/logo/periskope-logo-full.svg?fit=max\u0026auto=format\u0026n=Sq5VlnE2OgDOCH8s\u0026q=85\u0026s=cace2e822ea7c0cd2a98b9d946baa593\"}},{\"@type\":\"WebSite\",\"@id\":\"https://docs.periskope.app#website\",\"name\":\"Periskope Docs\",\"url\":\"https://docs.periskope.app\",\"publisher\":{\"@id\":\"https://docs.periskope.app/#organization\"}},{\"@type\":\"WebPage\",\"@id\":\"https://docs.periskope.app/get-started/setup-account#webpage\",\"url\":\"https://docs.periskope.app/get-started/setup-account\",\"name\":\"Setting up your account\",\"description\":\"Guide to setting up your organization account on Periskope\",\"dateModified\":\"2025-10-09T06:16:43.646Z\",\"isPartOf\":{\"@id\":\"https://docs.periskope.app#website\"},\"breadcrumb\":{\"@id\":\"https://docs.periskope.app/get-started/setup-account#breadcrumb\"}},{\"@type\":\"BreadcrumbList\",\"@id\":\"https://docs.periskope.app/get-started/setup-account#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Get Started\",\"item\":\"https://docs.periskope.app/get-started/introduction\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Setting up your account\",\"item\":\"https://docs.periskope.app/get-started/setup-account\"}]},{\"@type\":[\"Article\",\"TechArticle\"],\"@id\":\"https://docs.periskope.app/get-started/setup-account#article\",\"headline\":\"Setting up your account\",\"name\":\"Setting up your account\",\"description\":\"Guide to setting up your organization account on Periskope\",\"url\":\"https://docs.periskope.app/get-started/setup-account\",\"mainEntityOfPage\":{\"@id\":\"https://docs.periskope.app/get-started/setup-account#webpage\"},\"dateModified\":\"2025-10-09T06:16:43.646Z\",\"publisher\":{\"@id\":\"https://docs.periskope.app/#organization\"},\"isPartOf\":{\"@id\":\"https://docs.periskope.app#website\"}}]}\u003c/script>\u003cscript data-mint-head type=\"application/ld+json\">{\"@context\":\"https://schema.org\",\"@type\":\"WebSite\",\"name\":\"Periskope Docs\",\"creator\":{\"@type\":\"Organization\",\"name\":\"Mintlify\",\"url\":\"https://mintlify.com\"}}\u003c/script>","siteName":"Periskope Docs","nav":{"global":null,"anchors":[{"anchor":"Documentation","icon":"book-open","groups":[{"group":"Get Started","pages":[{"title":"Introduction","description":"Your guide to get up and running with Periskope WhatsApp platform","href":"/get-started/introduction"},{"title":"Setting up your account","href":"/get-started/setup-account"},{"title":"Connect WhatsApp to Periskope","description":"Guide to connecting your WhatsApp numbers to Periskope","href":"/get-started/connect-whatsapp"},{"title":"Best Practices","href":"/get-started/best-practices"},{"title":"Warming Up New Numbers","href":"/get-started/warmup-numbers"}]},{"group":"Manage WhatsApp Groups, 1:1 Chats \u0026 Communities","pages":[{"title":"Multi-Number Inbox","href":"/features/multi-number-inbox"},{"title":"Team Access \u0026 Roles","href":"/features/team-access-roles"},{"title":"Number Masking \u0026 Privacy","href":"/features/number-masking-privacy"},{"title":"Media Privacy","href":"/features/media-privacy"},{"title":"Labels","href":"/features/labels"},{"title":"Custom Properties","href":"/features/custom-properties"},{"title":"Quick Replies","href":"/features/quick-replies"},{"title":"Private Notes","href":"/features/private-note"},{"title":"Scheduled \u0026 Recurring Messages","href":"/features/recurring-scheduled-messages"},{"title":"Chat List Bulk Actions","href":"/features/bulk-actions"},{"title":"Calling","href":"/features/calling"}]},{"group":"Tickets, Tasks and Reminders","pages":[{"title":"Create a Ticket on WhatsApp","href":"/tickets/create-ticket"},{"title":"Create Ticket with an Emoji","href":"/tasks-and-reminders/emoji-ticketing"},{"title":"Custom Properties for Tickets","href":"/features/custom-properties-for-tickets"},{"title":"Export Tickets","hidden":true,"href":"/tickets/export-tickets"},{"title":"Create a Task","href":"/tasks-and-reminders/tasks"},{"title":"Export Tickets","hidden":true,"href":"/tickets/export-tickets"},{"title":"Set Reminders for Tasks","hidden":true,"href":"/tasks-and-reminders/reminders"},{"title":"Task Actions (filters, sorting \u0026 actions)","hidden":true,"href":"/tasks-and-reminders/task-options"}]},{"group":"Bulk Messages","pages":[{"title":"Sending a Bulk Message","href":"/features/bulk-message"},{"title":"Repeating Bulk Messages","href":"/features/bulk-message-repeating"},{"title":"Variables \u0026 Message Templates","href":"/features/bulk-message-variables-templates"},{"title":"Saved Chat Lists","href":"/features/bulk-message-saved-chat-lists"},{"title":"Logs","href":"/features/bulk-message-logs"},{"title":"Broadcast Credits","href":"/features/bulk-message-credits"}]},{"group":"AI Agent","pages":[{"title":"AI Agent Overview","href":"/ai/agent/overview"},{"title":"Activation","href":"/ai/agent/settings"},{"title":"Personalization","href":"/ai/agent/personalization"},{"title":"Knowledge Base","href":"/ai/agent/training"},{"title":"Self-Training","href":"/ai/agent/self-training"},{"title":"Built-in Tools","href":"/ai/agent/built-in-tools"},{"title":"Custom Tools","href":"/ai/agent/custom-tools"},{"title":"Connectors","href":"/ai/agent/connectors"},{"title":"Org \u0026 Chat Assistant","href":"/ai/agent/ai-assistant"},{"title":"AI Dictate","href":"/ai/agent/ai-dictate"},{"title":"AI Credits","href":"/features/ai-credits"}]},{"group":"AI Automation for WhatsApp","pages":[{"title":"Flag Messages with AI","href":"/ai/flagging"},{"title":"AI Summaries and Responses","href":"/ai/summaries"},{"title":"Periskope Whatsapp MCP","href":"/ai/mcp"},{"title":"Respond \u0026 Escalate to Humans","href":"/ai/respond-and-esclate-to-humans-1"},{"title":"Translate with AI","href":"/ai/translate-with-ai"}]},{"group":"Automation Rules","pages":[{"title":"What are Automation Rules?","href":"/integrations/automation-rules/overview"},{"title":"Components of Automation Rules","href":"/integrations/automation-rules/components"},{"title":"Triggers","hidden":true,"href":"/integrations/automation-rules/triggers"},{"title":"Conditions","hidden":true,"href":"/integrations/automation-rules/conditions"},{"title":"Actions","hidden":true,"href":"/integrations/automation-rules/actions"},{"title":"Setting up Automation Rules","href":"/integrations/automation-rules/setup"}]},{"group":"Most Used Automation Rules","pages":[{"title":"Automated Ticketing","href":"/automated-ticketing-rules"},{"title":"Automated Replies","href":"/automated-replies"},{"title":"Automated Assignment","href":"/automated-assignment"},{"title":"Automated Escalation","href":"/automated-escalation"},{"title":"Automated Flagging","href":"/automated-flagging"},{"title":"Automated Notifications","href":"/automated-notifications"},{"title":"Create Ticket for SLA Breaches","href":"/create-ticket-for-sla-breaches"},{"title":"Create Tickets from Keywords","href":"/create-tickets-from-keywords"},{"title":"Auto Assign Support Tickets","href":"/auto-assign-support-tickets"}]},{"group":"Most Used Automation Rules","hidden":true,"pages":[{"title":"Create Ticket for SLA Breaches","href":"/create-ticket-for-sla-breaches"},{"title":"Create Tickets from Keywords","href":"/create-tickets-from-keywords"},{"title":"Auto Assign Support Tickets","href":"/auto-assign-support-tickets"}]},{"group":"Analytics","pages":[{"title":"Track Team Performance ","href":"/analytics"},{"title":"Export and Analyze Your Data","href":"/export-and-analyze-your-data"},{"title":"Track and Export Ticket Metrics","href":"/track-and-export-ticket-metrics"},{"title":"Workspace Metrics","href":"/features/workspace-metrics"},{"title":"Data Exports","href":"/features/export-data"}]},{"group":"Workflows","pages":[{"title":"Overview","href":"/integrations/workflows/overview"},{"title":"Triggers","href":"/integrations/workflows/triggers"},{"title":"Actions","href":"/integrations/workflows/actions"}]},{"group":"Integrations","pages":[{"title":"HubSpot","href":"/integrations/hubspot"},{"title":"Zoho CRM","href":"/integrations/zohocrm"},{"title":"Google Sheets","href":"/integrations/google-sheets"},{"title":"Freshdesk","href":"/integrations/freshdesk"},{"title":"Zohodesk","href":"/integrations/zohodesk"},{"title":"Zapier","href":"/integrations/zapier"}]},{"group":"Troubleshooting","pages":[{"title":"Fix \"Not receiving notifications on Periskope\"","href":"/troubleshooting/notifications"},{"title":"Fix \"Can't use Periskope due to App crashes\"","href":"/troubleshooting/clear-memory"},{"title":"Fix \"Blank screen or Out of memory issues\"","href":"/troubleshooting/clear-cache"},{"title":"Fix \"Chats not loading\"","href":"/troubleshooting/loading-chat"}]},{"group":"Analytics","hidden":true,"pages":[{"title":"Track Team Performance ","href":"/analytics"}]}]},{"anchor":"APIs \u0026 Webhooks","icon":"webhook","pages":[{"title":"APIs \u0026 Webhooks","href":"/api-reference/introduction"}]},{"anchor":"Free Tools","icon":"toolbox","href":"https://tools.periskope.app"}]},"basePath":"","title":"Setting up your account - Periskope Docs","buildId":"dpl_DeHjVRGfFnhYQwHnfC2pjeXXv8h9","deploymentId":"dpl_DeHjVRGfFnhYQwHnfC2pjeXXv8h9","dynamics":["07c022d89b","a74be98ba7"],"chunks":["Frame-DXXFP6nH.js","DynamicMarkdown-B54_zNBF.js","zoom-image-lightbox-BG6oD64b.js","lightbox-handle-r17bVUz3.js"]}
