Signup Free Account

Introduction

Creating a free Picky Assist account is the first step to getting started with our platform. The signup process is quick and simple, requiring only a few basic details about you and your business. Once your account is created, you will have access to the Picky Assist dashboard where you can manage contacts, track conversations, capture leads, and automate workflows, all from one place.

This guide will walk you through each step of the signup process with clear instructions and screenshots, so you can get up and running in just a few minutes.

Signup Free Account

Follow the steps below to create your free Picky Assist account.

Step 1: Enter Basic Details

Signup Process Screen 1

To begin the signup process, you will be asked to provide a few essential details, including your WhatsApp number, Full Name, Company Name, Business Email, and a strong password of your choice. After filling in these details, take a moment to review the Terms & Conditions and Privacy Policy, then tick the checkbox to confirm your agreement. Once done, click on Create Account to proceed.

Step 2: Verify with OTP

Signup page OTP screen

Next, an OTP (One-Time Password) will be sent to the business email you provided. Simply enter the OTP in the designated field and click Verify to move forward in the signup process.

Step 3: Set Up Workspace

Signup Process Screen 1

After verification, you will set up your basic workspace details. Enter a project name for your business, and a workspace URL will be generated automatically. Select your preferred date format and confirm the suggested currency based on your location. Once everything is set, click Continue.

Step 4: Add Business Information

Signup Process Screen 4

Now, provide some quick information about your business. Select your Industry Type, choose the number of employees, and indicate your desired outcomes (You can make multiple choices), what you hope to achieve using Picky Assist. You will also need to mention how many leads you usually receive each month and whether you run paid ads or not. After completing these details, click Continue.

Step 5: Share Business Details

signup screen 5

In this step, enter your website URL and briefly describe your business challenges or pain points. Once completed, click Continue to proceed.

Step 6: Choose a Price Plan

Picky Assist Pricing Plans for Businesses

Select the pricing plan that best fits your business needs. You can choose from the Free Forever Plan, Starter Plan, or Growth Plan, and opt for either monthly or yearly billing options. Once you’ve made your selection, click Submit to confirm.

Step 7: Account Created

Picky Assist Account Created Screen

Your Picky Assist account has now been successfully created. You can begin the on-boarding process immediately and start exploring all the features available.

Step 8: Explore the Dashboard

Picky Assist Dashboard View

Finally, the Picky Assist Dashboard will open, providing a central hub where you can manage contacts, track conversations, monitor leads, and analyse performance. Everything you need to manage and grow your business is now conveniently available in one place.

Last updated

Was this helpful?