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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.”