Getting Started with Resool

This guide walks you through your first hour in Resool: the short product tour, the Finish setting up checklist on the Dashboard, and the steps that get your team replying to customers from one shared inbox. By the end you'll have a channel connected, your teammates invited and your first conversation answered.

#Before you begin

• Create your account and your workspace. See Setting up your Resool account and Creating and switching workspaces.
• Most setup steps (channels, members, apps) need the Owner or Admin role.

#Take the product tour

The first time you open a workspace on a computer or tablet, Resool shows a four-step tour:

1. Welcome to your workspace: a quick look around.
2. Your modules: the left navigation with the Inbox, Contacts, Broadcasts, Spaces, Content and Reports. Hover an icon to see its name.
3. Settings: where you connect channels, invite your team, manage your plan and connect your apps.
4. Finish setup: the checklist on the Dashboard.

Click Next to move on, Back to go back and Get started on the last step. Click Skip tour to close it at any time. The tour shows once per person in each workspace.

Screenshot placeholder

Dashboard, first visit to a new workspace (on a screen at least 768 px wide)

The tour card "Your modules" with the step counter "2 of 4", the left navigation highlighted, and the Skip tour, Back and Next buttons.

File: screenshots/getting-started-with-resool-tour.png

#Follow the Finish setting up checklist

At the top of the Dashboard, the Finish setting up card lists the first steps and shows your progress, for example "2 of 5 done". Click a step to go straight to the right page. Finished steps are ticked and crossed out, and the card disappears when every step is done. Click the × to hide it yourself.

Screenshot placeholder

Dashboard, Finish setting up card

The card with the progress bar and "2 of 5 done", "Create your workspace" and "Invite your team" ticked and crossed out, and "Connect WhatsApp or live chat" and "Add the chat widget to your website" still open.

File: screenshots/getting-started-with-resool-checklist.png

#Step 1: Connect your first channel

1. Go to Settings › Channels and click Add Channel.
2. Pick a channel from the Channel Catalog, for example WhatsApp, Facebook Messenger, Instagram or Website Chat, and click Connect.
3. Follow the channel's sign-in or setup steps.

New messages from that channel now arrive in the Inbox. See Connecting channels and WhatsApp quick start.

#Step 2: Invite your team

1. Go to Settings › Members and click Invite people.
2. Enter one or more email addresses, choose a Role and, optionally, Teams.
3. Click Send invitations. Each person gets an email with a link to join.

See Inviting teammates and Roles and permissions.

#Step 3: Set up how conversations are handled

• Lifecycle stages: decide the stages a contact moves through, in Settings › Lifecycle. See Lifecycle stages.
• Routing and auto-assign: send each channel's new conversations to a team and assign them automatically. See Channel settings.
• Snippets: save answers you send often, in Settings › Snippets. See Snippets.
• Workflows: greet new contacts, ask questions and route chats automatically. See Workflows overview.
• AI Agents: let AI answer common questions and hand off to your team. See AI Agents.

#Step 4: Reply to your first conversation

1. Open the Inbox from the left navigation.
2. Pick a conversation from the Unassigned or Assigned to me view.
3. Type your reply in the composer and press Enter, or switch to Internal note to talk to a teammate.
4. When the customer's question is answered, close the conversation.

See Replying to conversations.

#Step 5: Get the mobile app

Install the Resool.io app on your phone to reply and get push notifications when you're away from your desk. See Mobile app.

#FAQ and troubleshooting

#Can I see the product tour again?

The tour shows once per person in each workspace. To learn about an area later, use this Help Center or open the Assistant at the bottom of the left navigation and ask a question.

#The Finish setting up card is gone. How do I bring it back?

The card disappears when every step is done or when you close it with the ×. Every step can still be done from Settings: channels in Settings › Channels and invitations in Settings › Members.

#Why is "Add the chat widget to your website" still open after I installed the code?

The step is ticked after the first visitor sends a message through your Website Chat. Open your website, send a test message from the chat widget, then refresh the Dashboard.

#I don't see Settings › Channels or Settings › Members

These pages need the right permissions. Ask a workspace Owner or Admin to do these steps or to change your role.

#What's next?

• Dashboard
• Connecting channels
• Inbox overview
• Inviting teammates