1. Create workspace
Register the business and review plan limits from Billing.
Start with your workspace, connect the channels you use, invite teammates and then add automation once real conversations are flowing.
Register the business and review plan limits from Billing.
Enable Website Chat or Telegram now, then authorize Meta and Gmail when available.
Send an invitation so each teammate creates their own account securely.
Store business facts and configure AI only when you are ready.
Import or create contacts and reusable audience lists.
Add routing, campaign and follow-up workflows after the basics are working.
Use the Contact page for implementation or account assistance.
Start with the channels you use now, then add AI, CRM and automation as your workflow grows.