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Create getting_started.md
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kb/getting_started.md
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# Getting started with your workspace
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This article helps you get started with your workspace so you can connect channels, build your first automation, and start talking to your customers.
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By the end of this guide, you will:
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- Log in and understand the main parts of the interface
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- Connect at least one messaging channel
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- Build and publish your first simple automation
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## 1. Log in and explore the dashboard
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1. Go to the login page and sign in with your account.
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2. After logging in, you’ll land on the **Dashboard**. Here you can see:
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- Recent activity
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- Status of your channels (e.g. WhatsApp, Instagram)
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- Shortcuts to Automations, Contacts, and Settings
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Take a minute to explore the main navigation:
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- **Dashboard** – overview and shortcuts
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- **Automations / Flows** – where you build automations
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- **Channels** – where you connect WhatsApp, Instagram, and other sources
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- **Contacts** – where you manage subscribers and customers
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## 2. Connect your first channel
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To start sending and receiving messages, connect a channel.
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1. Go to **Settings → Channels**.
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2. Choose a channel, for example **WhatsApp** or **Instagram**.
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3. Click **Connect** and follow the on-screen steps.
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4. When the channel is connected successfully, its status will show **Connected**.
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If you run into errors while connecting, see:
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- **Troubleshooting WhatsApp connection**
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- **Troubleshooting Instagram connection**
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## 3. Build your first automation
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Automations allow you to send messages automatically when certain conditions are met, such as “user sends a message” or “user clicks a button”.
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1. Go to **Automations → Flows**.
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2. Click **Create Flow**.
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3. Choose a template (for example, “Welcome message”) or **Start from blank**.
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4. Add a **trigger**, such as:
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- “New message received”
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- “User joins list”
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5. Add an **action**, such as:
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- “Send message”
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- “Add tag”
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6. Connect the trigger to the action.
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7. Click **Save** and then **Enable** the flow.
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Your first automation is now live. You can test it by sending a message from your connected channel.
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## 4. Test and iterate
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Once your first automation is enabled:
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- Trigger it as a user would (send a message, perform an action).
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- Check if the correct response is sent.
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- If something doesn’t work as expected:
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- Open the flow again
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- Check the trigger conditions
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- Ensure the flow is **Enabled**
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## 5. Where to go next
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Once you’re comfortable with the basics, you can:
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- Add more channels (e.g. Instagram, web chat)
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- Build more advanced flows using conditions and variables
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- Integrate with external tools using webhooks or APIs
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If you’re unsure what to do next, try asking the assistant:
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> “Help me design a simple onboarding flow for new contacts.”
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