Getting Started

From empty workspace to a working support setup.

Create your workspace

Create organization, owner account, and baseline setup.

Connect your email inbox and Shopify/WooCommerce for order context.

Set up IMAP/SMTP correctly and validate both inbound and outbound flow.

Import initial order data so agents can answer with full context from day one.

Standardize status and ownership rules so support throughput becomes predictable.

Bring a new agent into production safely with clear role boundaries and training tasks.