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Set up your workspace in five minutes

A checklist from first sign-in to your first live conversation.

Written by OngoingAIUpdated

This checklist gets you from a new workspace to answering your first visitor. Each step links to the details.

1. Sign in

Sign in at app.ongoing.ai. Your workspace is your team, and its name is what customers see in the messenger and in your emails, so use your company or product name.

2. Install the messenger

Go to Settings → Messenger, copy the snippet, and paste it into your website just before the closing </body> tag. Reload your site and the chat bubble appears in the bottom-right corner. More on installing the messenger.

3. Send yourself a test message

Open the messenger on your site, choose Send us a message, and say hello. With OngoingAI open in another tab, the conversation appears under Inbox → Unassigned straight away.

4. Reply from the inbox

Open the conversation, type a reply, and press ⌘ Enter (Ctrl Enter on Windows). Your test visitor sees it instantly. More on chatting live.

5. Bring in your email

Forward your existing support address to your workspace's private forwarding address (Settings → Email), so email and chat live in one inbox. How to forward support@.

6. Write a few articles

Answer your most common questions once, in the help center. Published articles also appear in the messenger's Help tab, so visitors can find answers before they ask. Write your first article.

7. Invite your team

Invite your teammates so everyone who answers customers shares the same inbox.

Still have questions?

Ask us in the chat and someone on the team will get back to you.