First Steps

Getting Started

After signing in for the first time, administrators should configure the workspace in the following order.

Recommended setup sequence

1. Check the organization name, country, timezone, and business hours in Settings → General.
2. Invite team members and assign roles in Settings → Users & Roles.
3. Connect the channels you plan to use in Channels → Integration.
4. Configure conversation assignment in Settings → Auto Assignment.
5. Send a test message and confirm that Inbox receives it and that replies are delivered.
6. Define tags and notes in Contacts if you already have customer data.
7. Prepare approved WhatsApp templates if you plan to use Broadcast.

First administrator checks

• Confirm that at least two administrator accounts are assigned.
• Confirm that the organization timezone and business hours are correct.
• Confirm that connected channels show a healthy status.
• Confirm that test messages appear in Inbox and replies reach the external channel.