How can we help you?

If you administer the workspace

1. Review the workspace name and time zone. The time zone matters for schedules and reports.
2. Invite the agents who will work with you and assign the permissions needed for each role.
3. Create teams and review their members and assignment method.
4. Configure office hours and, separately, the automatic messages that should use them.
5. Connect the channel your team will use. For WhatsApp, follow the current Twilio instructions.
6. Start a test conversation, check its assignment and send a reply.
7. Configure the satisfaction survey when appropriate and review the first report using data from the same period.

If you are joining as an agent

1. Accept the invitation with the email account it was sent to.
2. Check the selected workspace and complete your profile.
3. Review your notifications and browser permissions.
4. Familiarize yourself with the inboxes and teams you can access.
5. In a test conversation, view the contact profile, reply, add an internal note and review how to close the conversation.
6. If you use voice, check that the channel is enabled and review your specific call status, which is separate from your work status.

Related guides

• Accept an invitation to a FROGED workspace
• Set up your profile
• Manage agents
• Manage permissions
• Organize the inbox by teams
• Configure office hours
• Edit workspace information
• Connect the email channel
• Introduction to the FROGED omnichannel inbox

If an option does not appear, check the workspace, your permissions and plan capabilities before repeating the configuration.

Create a new workspace

Signup takes you through profile, workspace, plan selection and billing. The installation step appears when you have chosen to use the widget. Review the offer's terms before confirming a subscription; selecting a plan does not prove that payment has completed.

The widget, Twilio, Voice and billing guides describe their subsequent administration. Do not use instructions for a different integration to complete a connection.