Getting started

Create the account, invite the team, set up MFA and connect the first channel.

Customer service

Inbox, queues and distribution, messages and media, templates, handover and the live queue dashboard.

CRM

Contacts, accounts and opportunities, custom fields and list views.

Campaigns

Sends with an approved template, with audience, field mapping, scheduling and A/B testing.

Reports

Folders, sharing and the Report Builder with groupings, subtotals and the grand total.

AI agents (MCP)

Connect Claude, ChatGPT and automations to the workspace with OAuth 2.1 — full tool reference.