This guide is for first-time users. Follow the order below and you will have a workspace, a channel and a real conversation without involving any developer.
Step 1: workspace and agents
Sign up, create the workspace with name and industry, then invite colleagues and give them agent roles.
- Default skill group created
- Invite teammates and set roles
- Set business hours and greeting
Step 2: add the web widget
Copy the widget snippet from channel settings and paste it into your site footer template, then reload to verify.
- Copy the snippet
- Paste into the shared footer
- Reload and confirm it renders
FAQ
Can I go live without developers?
Yes for the web widget. App SDK and API work are the only parts that need engineers.
Can I try before paying?
Yes — 14 days, full features, no credit card.