Getting started

01

1. Create the workspace

Register the business, sign in to the client panel and confirm the workspace name and account details. The active trial or subscription controls feature and channel limits.

• Keep one business per workspace.
• Use individual team accounts instead of sharing one login.
• Check Billing before connecting several channels.

02

2. Connect one channel

Start with one channel so you can verify the complete message path before adding more providers.

• Telegram: add the BotFather token and let Think Reply register the webhook.
• Website Chat: enable the widget and place the generated script before the closing body tag.
• Meta or Gmail: authorize through Think Reply when platform credentials and provider approval are ready.

03

3. Test the Inbox

Send a real test message from the connected provider and confirm it appears in Unified Inbox. Reply from Think Reply and verify the customer receives it.

• Check contact name and channel.
• Check conversation status and unread count.
• Assign an agent and add an internal note.
• Close and reopen a test conversation.

04

4. Add the team

Invite agents from Team so each person creates their own password and works inside the same business workspace.

• Use the plan agent limit as your capacity guide.
• Assign live conversations to the right agent.
• Review Activity when troubleshooting team actions.

05

5. Add contacts and lists

Create contacts manually or import them, then group people into lists for campaigns and sequences.

• Keep phone and email values accurate.
• Use lists for targeting rather than sending to every contact.
• Respect suppression, unsubscribe and opt-out state.

06

6. Configure AI carefully

Add business knowledge and start in Suggest mode. Move to Auto Reply only when prompts, knowledge and edge cases have been tested.

• Store provider API keys securely.
• Keep instructions short and specific.
• Review suggested replies before expanding automation.