First steps after your workspace is ready

Updated

Where: Getting started > First steps after your workspace is ready

How to get your workspace ready for your team

  1. Sign in to your workspace (see "Signing in").
  2. Connect your first channel: open Settings > Messaging > Channels and add your WhatsApp number, Facebook Page, Instagram account, or another channel. A computer is best for this.
    Settings, Channels: start by connecting a channel, here "Connect with Facebook" for WhatsApp
  3. Add your team: open Settings > Team and customers > Users, add each person, and choose what each one is allowed to do.
  4. Optional: turn on two-step verification for your own account (see "My profile > Two-step verification").
Can I bring my existing WhatsApp conversations into SyBox?

When you connect your existing business number, your contacts and up to 6 months of conversation history can be imported.