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Getting started
  • Quickstart
  • Importing data
Administration
  • Users and roles
  • Security
  • Data residency and retention
Agents
  • Permissions and approvals
  • Customer Agent
  • Agent usage and limits
Developers
  • REST API
  • Webhooks
Integrations
  • Data warehouse sync
  • Email and calendar
Marketing
  • Email deliverability
Service
  • SLA policies
Account
  • Billing and plans
Browse the docs
Getting started
  • Quickstart
  • Importing data
Administration
  • Users and roles
  • Security
  • Data residency and retention
Agents
  • Permissions and approvals
  • Customer Agent
  • Agent usage and limits
Developers
  • REST API
  • Webhooks
Integrations
  • Data warehouse sync
  • Email and calendar
Marketing
  • Email deliverability
Service
  • SLA policies
Account
  • Billing and plans
  1. Docs
  2. /Getting started

Getting started

Set up a workspace, bring your data in and invite your team.

QuickstartCreate a workspace and invite your team in a few minutes.Importing dataBring contacts, companies, deals and tickets in from a CSV file.
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The last 30 days of chat questions: how well the website answered them, and the gaps that keep coming back.

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Pick a company, then a person, to see how each page changes for their role and industry. The companies are real; the people are fictional.

Company

People

CCarmenCMO at WhirlpoolRRajCTO at WhirlpoolGGrantCFO at WhirlpoolViewing as a new visitor, with no profile