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Getting Started
Account Setup
Configure your workspace, invite team members, and set up permissions.
Create your workspace
After signing up, you'll be guided through workspace creation. Choose a name that represents your business or team.
Invite team members
Navigate to Settings > Team to invite colleagues. You can assign roles:
- Admin: Full access to all features and settings
- Manager: Can create campaigns and manage contacts
- Agent: Can respond to messages in the shared inbox
Configure permissions
Set up granular permissions to control who can access what. Navigate to Settings > Permissions to customize access levels for each role.
