Get started

Getting started

The conversations view: channels and labels on the left, the conversation list in the middle, the thread on the right.
The conversations view: channels and labels on the left, the conversation list in the middle, the thread on the right.

The shape of it

Setting up

1

Connect a channel

An inbox is one channel connected to your account: a WhatsApp number, a mailbox, the chat widget on your site. See Inboxes and channels.

2

Invite your team

3

Automate the repetitive part

Workflows handle the steps that are the same every time. An AI Agent handles the questions that are the same every time.

Switching to the call center

The sidebar switcher moves you between Omni Channel and Cloud Call Center.

More to come

Pages on conversations, contacts, teams and routing, automation rules and reporting are being written.