Set up your workspace

Open Settings from the left sidebar and you land in a single panel that holds the whole back office. It’s split into four groups, and you only need two of them today: General (who you are and who’s on the team) and Communication (your channels and alerts).

Don’t feel you have to tour all four groups now. Automation & Data (integrations, webhooks, API keys) and CRM Configuration (custom fields, tags, pipelines, calendars) are powerful, but none of them block you from going live. We’ll point you at the ones worth doing next at the end.

This is the one that makes everything else work — until a channel is connected, nothing can reach your Inbox. Go to Settings → Communication → Social Channels. You’ll see a list of channels, each with a Connect button; click one and follow the prompts.

The big one is Whatsapp Business — the official WhatsApp Business Platform, connected through Meta. You can also bring in Instagram Messenger, Facebook Messenger, and Telegram. They all flow into the same Inbox, so connect whichever ones your customers actually use.

Head to Settings → General → User Management and click Add user. Give each teammate an email, a name, a starting password, and a role. They show up in a simple Name · Email · Role table you can come back to any time.

There are exactly two roles: Admin and Member. Admins can reach the whole Settings panel — including User Management and Audit Logs; members get the day-to-day app and the settings they need to work, but not the admin-only screens. Pick Member for most people and reserve Admin for whoever runs the account.

Under Settings → General → Organisation you set your organisation name and address, your registration details (UEN and registered name, for Singapore billing), and — the part that quietly matters most — regional settings.

While you’re here, your own Profile (just above Organisation) is where you set your display name, photo and phone — that’s the name your customers and teammates see on a chat. A two-minute job, easy to skip and easy to forget.

Last one, and it’s a safety net. Open Settings → Communication → Notifications. The setting that matters at go-live is the channel disconnection alert — if WhatsApp ever drops its connection, you want to hear about it before your customers do.

The page has two halves. The top is your own preferences — what lands in your email. Below it, admins get an organisation section to decide who across the team receives a given alert, so the right person is always covered even when you’re away.

That’s the workspace live. Everything below is optional and incremental — pick up each one when you feel the need for it, not before. Each links to its own full guide.

Beyond settings, the foundational concepts — contacts, leads and pipelines, the AI agent and Knowledge Hub, and workflows — each have a guide of their own, linked below. Read those once and the rest of the product clicks into place.

• Connect a channel first. Nothing reaches your Inbox until at least one Social Channel is connected — it’s the one task that unblocks everything else.
• Set your timezone before you automate. It’s the reference clock for business hours, scheduling and reports; changing it later moves when every time-based rule fires.
• Two roles, no matrix. Users are either Admin or Member — Admins reach the full Settings panel (including User Management and Audit Logs); Members don’t.
• Each settings page saves on its own. Organisation and Profile each have their own Save button — make a change, then save it before navigating away.
• Turn on the disconnection alert. It’s the cheapest insurance you’ll buy — you’ll know a channel dropped before a customer’s message goes unanswered.
• Don’t over-configure on day one. Custom fields, tags, pipelines and integrations can all wait — add them as real needs appear, not pre-emptively.