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Setup Guide

Getting Started

Sign up, follow the short setup wizard, and you can be answering customers in a few minutes. Every new workspace starts with a 7-day free trial of everything — no credit card needed.

The setup wizard

When you sign up, Sonny walks you through five quick steps.

1

Create your workspace

Enter your company name and pick your timezone. The timezone is used for things like office hours and reports, so pick where your team actually works.

2

Choose your first channel

A channel is a place customers reach you — like a support email address or a live chat widget on your website. You can set one up now or click "Skip for now" and do it later.

3

Configure your channel

Give the channel a name (like "Support"). A unique email address is generated for it automatically, and you can optionally connect a website to get the live chat widget too.

4

Invite your team

Add teammates by email and pick what they're allowed to do. This step is optional — you can always invite people later from Settings > Users.

5

Try it out

Send a real email to your new channel address and watch it appear in your inbox seconds later. That's the whole loop — you're live!