Basics

Create your workspace, invite teammates, and sign in to start connecting channels and enabling automation.

1. Go to the login page and choose Sign up.
2. Verify your email and create your organization/workspace.
3. Invite team members and assign roles (Admin/Agent/Viewer).
4. Connect your first channel (Webchat, WhatsApp, Instagram, etc.).

If your organization uses SSO, your admin may require you to sign in with your company identity provider.

Use the password reset flow to regain access in minutes.

1. Click Forgot password on the login screen.
2. Enter your email and request a reset link.
3. Open the link, set a new password, and sign in again.

If you don't receive the email, check spam/junk and verify the email address is correct.

Roles help you control who can view data, respond to messages, and change settings.

• Admin: billing, integrations, security, agent management
• Agent: respond to conversations and tickets
• Viewer: read-only access for reporting/ops

Use the in-product support options or reach out via email/phone depending on your plan and SLA.

• Help Center articles and guided setup
• Email support for account and technical requests
• Priority support options on eligible plans