Get Started6 min readUpdated July 10, 2026
Workspace setup
Create an organization, select a plan, configure basics, and prepare the workspace for customer traffic.
A workspace belongs to an organization. An organization manages billing tiers, teammate access roles, widget customization parameters, knowledge bases, and API keys. Every action is scoped to your current organization, which can be selected via the sidebar.
Step-by-step setup guide
Steps
- 1Verify your active organization or create a new one using the Org Switcher at the top of the sidebar.
- 2Navigate to Billing and choose a plan. The Free tier is perfect for initial configuration and playground tests.
- 3Choose a channel: start with the Live Chat Widget, or connect your Resend email setup and Meta WhatsApp business keys (available on Pro/Scale).
- 4Configure the widget profile and customize brand colors, launcher placement, and default greetings.
- 5Add the first Knowledge Base sources and verify source health is green.
- 6Invite at least one teammate from the Team settings page to test assignments, notes, and notifications.
- 7Send a test conversation from your website widget or WhatsApp, and verify that the thread lands in your Inbox instantly.
Preventing Data Clutter
Do not delete contacts to artificially reset monthly usage metrics. Contact deletion is disabled by default to maintain conversation history, logs, audit trails, and billing alignment.