Table of Contents

Setting Up an Account

Susan Swier Updated by Susan Swier

Register an account

Step 1: Navigate to the Sign Up page

Click here to be directed to the Sign Up page.

Step 2: Select a sign-up method

You can sign up using your Google account. Alternatively, you can choose to sign up using your work email and password.

You may skip the following step if you signed up with Google.

Step 3: Fill in the required information

Provide your first name, last name and password. Note that your password must be at least 6 characters long.

Important: Ensure your password is secure and you are able to remember it. Avoid using the same password that you use on other sites!

Step 4: Submit

Once you have filled in the form, press the blue SIGN UP button to create your account. If there is no error, you should be prompted to check your email to activate your account.

Step 5: Verify your email address

You should receive an email from to complete the verification. Proceed to verify your email by clicking the VERIFY MY EMAIL button in the email.

If you don't see the email, check your spam or junk folder. Check the entered email address or request to have the email resent. If you still haven't received it after a few tries, please contact us.

Creating Your First Workspace

A Workspace is an independent sub-account within the Organization. It gives you access to essential platform modules such as a central dashboard, Contacts, Inbox, Workflows, Reports and more.

A Workspace can have multiple Users, and a single User can be granted access to multiple Workspaces. Each Workspace operates autonomously so changes in one Workspace will not be reflected in other Workspaces within the same Organization.

Get started by creating a Workspace.

Your first Workspace is created when you create an Organization. Read more about Organization.

Step 1: Sign in to

Navigate to the platform and sign in by providing your login and password.

If your profile has Two-Factor Authentication (2FA) enabled, you are redirected to a page where you must enter a 6-digit authentication code generated by your preferred authenticator app (Google Authenticator or Authy) to log in to your profile.

You must install an authenticator app e.g., Google Authenticator or Authy, on your mobile to generate a 6-digit code that can be used to sign in to the platform. If you lose access to your authenticator app (e.g., your phone is lost), you can contact customer support.

It is recommended you use Two-Factor Authentication (2FA) to add an additional security layer to your profile.

Step 2: Fill in basic details

Upon the first sign-in, the platform will prompt the user to create an Organization.

Step 3: Submit the details

Once the details are submitted, a new Workspace is created successfully with a default name provided by the platform. The space can be navigated from the User Profile menu.

Step 4: Workspace created successfully

Now that the Workspace has been created, connect a Channel to start receiving and sending messages.

If you need to make changes to an Organization, you can do so by accessing Organization Settings.

Log in on mobile app

This step is optional. However, we highly encourage you to use the mobile app so that you can work on the go. Learn more on how to install and log in to mobile app on your mobile device here.

Download Web App

This step is optional. You can download the Web App by clicking the Open Web App icon in the address bar and clicking "Install" to save the app to your desktop.

What's next?

Now the space is created, start configuring the Workspace for the platform users. Here is what we suggest you do next:


Why is Two-Factor Authentication (2FA) verification not required when I sign in using Google Sign-in or SSO?

If you are using Google sign-in and Single Sign-On (SSO), then your account’s Two-Factor Authentication (2FA) is bypassed. However, it is recommended that you set up and use Two-Factor Authentication (2FA) on your Google account or SSO Identity Provider (IDP).

Feeling stuck? Do not fear.

Need assistance? Contact us for support. Help is here!

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