Complete Your First Workspace Setup

What this guide helps you do

Complete a controlled first setup and verify one end-to-end customer journey.

Phase 1 – Workspace

• Business profile is accurate.
• Country is Pakistan where applicable.
• Timezone is PKT.
• Workspace owner is confirmed.
• Current plan and limits are understood.

Phase 2 – Users and Access

• Teams are created.
• Each user has a unique account.
• Permissions are tested.
• Sensitive modules are restricted.
• Handover ownership is defined.

Phase 3 – CRM

• Basic tags and segments are created.
• Required custom fields are created.
• A simple pipeline and follow-up process exist.
• Fictional test contact +92 300 1234567 is available.

Phase 4 – Channel

• One test channel is connected.
• Inbound event reaches Smart Inbox.
• Outbound reply succeeds.
• All and channel-specific tabs work.
• Contact creation and history work.

Phase 5 – AI and Automation

• Provider and usage are configured.
• Business knowledge and boundaries are approved.
• One flow or predefined action is tested.
• Human handover works.
• AI Call Assistant is tested where used.

Final verification

1. Send one test inbound message or event.
2. Confirm contact and conversation.
3. Run automation or AI.
4. Assign or hand over.
5. Create a follow-up or pipeline action.
6. Review the relevant status or report.