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Your setup checklist

Everything you need to go live, in order.

Written by BradenUpdated

Here's the shortest path from a brand new space to helping your first customer. Each step links to a guide with the details.

  1. Invite your team so everyone can help out.

  2. Add the messenger to your website so customers can reach you.

  3. Make the messenger yours with your colors, logo and greeting.

  4. Set your office hours and reply time so people know when to expect an answer.

  5. Publish your first help center article to answer common questions up front.

  6. Answer your first conversation to get comfortable in the inbox.

Have an iOS app? Install KaraDesk in your iOS app too.

You'll also find a getting started checklist on your dashboard's Home page, which checks things off as you go.

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