Before You Configure

  1. Login with OWNER or ADMIN role.
  2. Confirm you can see tabs: Channels, Agents, Contacts, Billing, Tenant Settings, Tickets.

Recommended Setup Sequence

  1. Configure at least one channel in Channels.
  2. Create users and access rules in Agents.
  3. Create/import contacts in Contacts.
  4. Test live flow from Inbox.
  5. Verify plan and limits in Billing.

Daily Operations

  • Use Notifications for alerts.
  • Use Tickets to contact platform support.
  • Use Documentation for staff runbooks.