We’ve redesigned the onboarding journey to help you get started faster and experience value right away. Instead of a feature tour, you’ll now see a simple guided checklist focused on what matters most.
Your onboarding journey includes:
- Connect your Channels— Bring all your messaging and calls into one unified inbox.
- Discover Lifecycle— Learn how to turn leads into customers with ready-to-use stages.
- Set up AI agents— Automate replies, assign conversations, and lighten your team’s workload.
- Invite your teammates— Add your team and start collaborating seamlessly.
Along the way, you’ll also find quick links to videos, support, and demos to guide you whenever you need help.
Why this matters
This new onboarding makes it easier for Owners and Managers to set up the platform, connect the right features, and bring in teammates—so your organization can start seeing results faster.
👉 Try the new onboarding today when creating your new Workspace!