Start with the dashboard
The dashboard is your workspace home. Use it to see what is happening across conversations, agents, campaigns, and connected channels, then jump directly into the area that needs your attention.A simple first-run path
1
Confirm your workspace
Check the workspace name and members in Settings.
2
Connect a channel
Open Connections and connect the channel where your customers already talk to you.
3
Create an agent
Add instructions and tools, then test a conversation before making it available to customers.
4
Review the first conversation
Use Inbox for active conversations and Call Logs for completed voice calls.
Where to go next
Create an agent
Define how your AI agent responds and what it can do.
Connect channels
Bring messaging and voice conversations into one workspace.
Work in the inbox
Review, assign, and reply to customer conversations.
Read your analytics
Measure activity and spot trends across your workspace.
Start with a small audience. Verify your agent’s answers, escalation path, and channel connection before launching broadly.