Get your workspace production-ready with the steps below. Share each anchor link with customers who only need a specific checklist.

Create your workspace

• Complete the company profile, regional settings, and compliance guardrails before inviting anyone.
• Configure working hours, routing rules, and escalation paths so every inbox follows the same playbook.
• Enable auditing, analytics, and retention policies so admins can troubleshoot later.

Onboard your team

• Invite sales, service, and automation teams with precise roles instead of sharing credentials.
• Assign default owners for each messaging channel plus a backup to avoid unassigned DMs.
• Standardize saved replies, tags, assignments, and notes so handoffs remain consistent.

Manage plans & billing

• Compare plans and add-ons without leaving the workspace—perfect for finance reviews.
• Sync invoices, statements, and usage exports to your accounting or BI stack.
• Set renewal reminders, usage alerts, and shared payment ownership so nothing lapses.

Need personalized help? Talk to an expert and we’ll walk through this checklist on a call.