Getting started
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A practical checklist for starting with Message Pro
You can create a Message Pro account and enter the workspace directly. To turn a new account into a useful team workspace, follow a simple order that tests operations one step at a time.
1. Create the account and workspace
Open the signup page, enter the required account details and complete workspace creation. Then sign in and review the account name, language and basic settings.
2. Add the team
Add the users who will handle conversations and create the required teams or inboxes. Start with the minimum permissions suitable for each user's role.
- Who replies to conversations?
- Who reviews reporting and settings?
- Which team receives each request type?
3. Connect and test the first channel
Choose an available channel for which you have access, connect it to the relevant inbox, then send a test conversation and confirm that it appears and can be replied to and assigned.
4. Prepare the follow-up workflow
Define the statuses, labels and notes the team needs. After the manual path is stable, add routing rules, the AI agent or required integrations.
- Test assignment and transfer
- Test private notes
- Test AI-to-human handoff
- Document the agreed team steps
Apply these steps in your account
Create a Message Pro account and start with the workspace, then use the Help Center for setup steps.