Table of Contents

Setting Up an Account

Sana Updated by Sana

To begin using respond.io, sign up on the platform following a four-step process which requires a valid email address. Once registered, you can create your organization and set up workspaces.

All first-time users are guided through an onboarding module, which introduces the platform's basic features.

Signing up

Step 1: Navigate to the Sign-up page

Click here to open the sign-up page.

Step 2: Select a sign up method

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

Step 3: Fill in the required information

Provide your first name, last name, email and password. Click Get Started when you are done providing your information.

Ensure your password is secure and is at least 8 characters long, has 1 special character, 1 lower case, 1 upper case and a number.

Step 4: Verify your email address

You will receive a verification code at the email address provided in Step 3. Entering this code is mandatory to complete the verification process.

If you don't recieve the code, check your spam or junk folders. Or contact us if the problem persists.

Setting up an Organization

Once you have signed up, you can begin your journey by setting up an organization and giving us some information about your preferences.

The information you provide helps us understand you better.

After providing all the information, click Get Started to start using respond.io.

Workspaces inside an Organization

A Workspace is an independent sub-account within the Organization.

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.

Your first Workspace is created when you create an Organization.

Onboarding yourself

As a first-time User, you are directed to the onboarding page. Here you learn the basics of messaging, connecting Channels and inviting your team members, automating communication with Workflows, and increasing your outreach with Broadcasts.

If you navigate to another module, you can return to the onboarding module by clicking the purple icon on the side navigation menu.

Messaging and Inbox

Send yourself a message and see how your message appears in the Inbox module.

You receive the message in the Inbox module from a demo Contact on a demo Channel.

Connecting Channels and Inviting your Team

Next, connect to a Channel of your choice to send outbound messages. A few popular channels have already been listed, however, you can explore other Channels by clicking Discover all channels.

Click Connect to connect to the preferred Channel.

Learn more about connecting Channels here.

Automating with Workflows

You can automate your conversation using workflows created in the Workflow module. Click Next to view a list of pre-designed workflow templates. Click Use Template to test a template.

You can view a complete list of workflow templates by selecting Discover all templates.

Learn more about the Workflow module here.

Sending Broadcasts

To send a broadcast, connect a Channel that allows broadcast messages and create your broadcast message.

Learn more about the Broadcast module here.

Signing in to respond.io

Navigate to the respond.io 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.

Use Two-Factor Authentication (2FA) to add an additional security layer to your profile.

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

Signing in to the mobile app

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

Download respond.io 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:

FAQ

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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