Quick Start Guide
Use this guide to complete your first practical setup in Laksana.
Step 1: Set Up Your Organisation
- Review your organisation profile
- Add at least 1 active site
- Add your work and issue categories
- Add at least 4 assets or areas your team will report against
Done when:
- Categories: 1 or more
- Sites: 1 or more
- Assets: 4 or more
Step 2: Verify WhatsApp Setup
- Save the Laksana bot number
- Send
helpto start - Send 1 work update from your own WhatsApp
- Send 1 issue report from your own WhatsApp
- Check both submissions appear correctly in Inbox
Examples:
- Work update: "Cleaning completed at Block A" + photo(s)
- Issue report: "Water leak at Level 3 corridor" + photo(s)
Important:
- Use the same WhatsApp number saved on your member profile
- If you use a different number, Laksana may not recognize you
Step 3: Onboard Team Members
- Add at least 2 team members
- Save each member's correct WhatsApp number
- Ask each member to send
helpfrom that same WhatsApp number - Use "Send Bot Guide" so they can start immediately
Done when:
- Team Members: 2 or more
After Setup
- Keep messages simple
- Add photos when useful
- Review Inbox to confirm classification is correct
- Start assigning follow-up actions to your team