1. Create your workspace
Sign up and name your organization. As the workspace owner, you have full access to settings, agent invitations, inboxes, and integrations.
2. Set up your first website inbox
Open Settings → Website Inboxes, add your site domain, and customize the greeting message and brand colors to match your website theme.
3. Install the embed snippet
Copy the one-line JavaScript snippet and place it before the closing </body> tag of your website. The widget activates immediately.
4. Enable Helpdesk Ticketing and AI Copilot
Configure ticket departments, set up your preferred AI model key, and crawl your documentation URL so your assistant can answer FAQs automatically.
5. Invite your team
Generate private invitation links for your teammates. Assign them roles (Administrator, Agent, or Analyst) and start delivering exceptional support together.