Quick start

This is the shortest path from sign-up to a working workspace. Each step links to the guide with the detail. Budget an afternoon, most of it waiting for DNS and for your email provider to confirm forwarding.

1. Create the workspace and invite the team

Sign up, create the company, and invite people with a role. Roles decide which menus each person sees, so give reps and agents the Sales Rep and Support Agent roles rather than Admin.

→ Create your workspace and invite your team

2. Verify a sending domain

Add your domain under Settings → Email sending, publish the DNS records it gives you, and re-check until it reads Verified. Then create a sending address on it. Nothing that sends email works before this, so do it first and let DNS propagate while you do the rest.

→ Set up email sending

3. Connect your support and sales mailboxes

Create a support email channel, forward your support mailbox to the inbound address it gives you, and send a test. Do the same for sales. Tickets and the Sales Inbox fill up from here.

→ Connect a support inbox · Connect a sales inbox

4. Set working hours and an SLA

Set the hours your team works, then a first-reply target per channel and how new items are assigned. Without working hours, every overnight ticket breaches before anyone is in.

→ Working hours, SLAs and assignment

5. Bring in your contacts

Import a spreadsheet as a contact list, or add accounts and contacts by hand. Decide whether the rows are people or companies before you upload; it changes what the list means.

→ Import a list from a spreadsheet · Build a contact list

6. Send something and answer something

Send a first broadcast to a small list, with a test to yourself first. Open the tickets inbox and reply to the test ticket from step 3.

→ Send your first broadcast · Work the tickets inbox

What you can leave for later

The website embeds, AI drafting and auto-reply, sequences and triggers, invoicing, and the API. Each has its own guide and none of them block the six steps above.