This guide takes you from your workspace settings to the first customer conversation in Message Pro. Follow the steps in order, then revisit any setting from the dashboard whenever you need it.
Setup steps
- 1
Review workspace settings
Open Account settings, then General info. Check your workspace name and time zone.
- 2
Prepare your team
In Account settings, open Users settings and Team settings to add teammates and organize their work.
- 3
Connect a messaging channel
Go to Account settings → Channels → Add Channel. Choose a supported channel and follow its on-screen connection steps.
- 4
Test your first conversation
After connecting, send a test message to the channel. Open Inbox to confirm it arrives and that your team can reply.
What comes next?
Once messages arrive, use Inbox to assign a conversation, add a label, and track replies in one place.
Confirm your launch setup
- 1
Confirm teammate access
Check Users and Teams to verify invitations are accepted and the intended owners can sign in.
- 2
Choose the first-message owner
Agree who will watch new and unassigned conversations, and configure routing if enabled.
- 3
Run an end-to-end test
Send a message from an external account, assign it, reply and verify the result on the original channel.