Getting started

Getting started

Create your workspace, invite your team, and set roles and permissions.

Create your workspaceSign up, create your workspace, and walk the onboarding checklist that turns an empty account into a working customer operation.1 min read →Invite your teamAdd teammates by email, assign a role on invite, and manage members, live-chat eligibility, and skills.1 min read →Roles and permissionsWhat Owner, Admin, Agent, and Viewer can each do, the primary owner, and how custom roles add permissions on top.2 min read →