> For the complete documentation index, see [llms.txt](https://docs.360dialog.com/360pilot/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.360dialog.com/360pilot/how-to-onboard-from-client-hub.md).

# How to Onboard From Client Hub

{% hint style="info" %}
If you don’t have a WhatsApp Business API number yet, you can create one directly through the 360Dialog Platform by following the steps in [this guide](https://docs.360dialog.com/docs/waba-management/the-360-client-hub/embedded-signup).
{% endhint %}

{% hint style="warning" %}
If your WhatsApp Business API number is currently hosted with another BSP or managed directly by Meta, please contact our [Support team](/360pilot/support/how-to-get-support.md) for assistance.
{% endhint %}

{% stepper %}
{% step %}

### Login to the 360Dialog Client Hub

Use your existing credentials to access the [360Dialog Client Hub](https://hub.360dialog.com)&#x20;
{% endstep %}

{% step %}

### Upgrade to 360Pilot&#x20;

Inside the Hub, locate the button at the top of the page and click **“Upgrade to 360Pilot”**.\
You will be redirected to the **360Pilot Onboarding Flow**.

<figure><img src="/files/2cbW4vG7fdevzdanYAUm" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}

### Go through Product Overview & Review Terms of Service

The first page provides an introduction to 360Pilot, including:

* [x] A video explaining what 360Pilot is
* [x] Key product features
* [x] Pricing and billing details

To continue, review and accept the **Terms of Service**, then click **Continue**.

<figure><img src="/files/G6coVkVkB0Txz2f6RC0d" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}

### Set a Payment Method

* If you already have a payment method configured, your details will be displayed automatically.
* If not — or if you wish to use a different method — you can add a new payment method by entering the required information.

<figure><img src="/files/QzBq9VL9AQOoJnKTRsFp" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}

### Meta Permission

When you click **Continue**, a pop-up will appear. Log in using the **same Facebook account** you use to manage your WABA.

To grant the required permissions:

1. Click **Open Meta Authorization**, then **Continue**

<div align="left"><figure><img src="/files/H4eSnN8VFkCQkYiLtz6I" alt="" width="305"><figcaption></figcaption></figure></div>

2. Select the **Ad Account** you want to use

<div align="left"><figure><img src="/files/QgZyGPVGxSmKaDfzDyb7" alt="" width="306"><figcaption></figcaption></figure></div>

3. Review the requested permissions and click **Save**

<div align="left"><figure><img src="/files/fKYx3kfRlp9CMxfqp8v7" alt="" width="302"><figcaption></figcaption></figure></div>
{% endstep %}

{% step %}

### Complete Setup

Once you accept and save, the setup is complete.

<figure><img src="/files/YQS1UD5Ohglm6MDBJScW" alt=""><figcaption></figcaption></figure>
{% endstep %}
{% endstepper %}

{% hint style="info" %}
You may need to wait up to **24 hours** to receive a confirmation email with the next steps to activate your account.
{% endhint %}


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:

```
GET https://docs.360dialog.com/360pilot/how-to-onboard-from-client-hub.md?ask=<question>&goal=<endgoal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
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Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
