Quickstart
This guide takes you from your first sign-in to a workspace that is ready for customer conversations.Before you begin
Ask your workspace administrator for:- Your WTOCRM workspace address
- Your account email and temporary password
- Permission to manage channels or users if you will configure them
Set up your workspace
1
Sign in
Open your workspace address, enter your email and password, then click Sign in. Follow any prompt to change a temporary password or complete two-factor authentication.See First login if you cannot access your account.
2
Review the dashboard
Confirm that you are in the correct workspace. Use the left navigation to open Conversations, Contacts, Pipelines, Agents, Channels, and Settings.See Dashboard overview for the main indicators.
3
Connect a channel
Open Channels, choose the channel your team uses, and follow its setup guide. Send a test message before inviting the full team.Start with the channels overview.
4
Handle a test conversation
Open Conversations, select the test conversation, send a reply, assign an owner, and update its status.Learn the complete workflow in Conversation actions.
5
Prepare your team
Open Settings to add users, create teams, and confirm each person’s role. Add labels and canned responses that match your support process.
Your workspace is ready when a connected channel receives a test message and an authorized team member can reply to it.