Get started (Admins)

How to fast-track your company account setup

• Step 1: Create a trial account
• Step 2: Activating channels (Live Chat, WhatsApp...)
• Step 3: Configuring team inboxes
• Step 4: Inviting and managing users
• Step 5: Create your Content Library articles
• Step 6: Adding locations & departments
• Step 7: Choosing forms and results
• Step 8: Customising Contact profile fields
• Step 9: Configuring routing rules
• Step 9.1: Common routing rules
• Step 10: Guided tour for chat agents
• Step 11: Ordering Professional Support
• (Additional services) Impact Program