NavoChatGet started
Complete the initial workspace setup
Set up people, channels, and routing in the right order so customer messages reach an available owner.
Updated 2026-07-24For: Administrators
Prepare the support team before publishing a customer channel. This lets you verify assignment and replies before real traffic arrives.
Steps
Invite people
Go to Settings → Agents, invite agents and supervisors, and confirm that invitations are accepted.
Create teams
Go to Settings → Teams and configure membership, capacity, and assignment behavior.
Prepare AI
If AI handles first contact, create and test an agent under AI → AI Agents.
Create a channel
Open Channels, choose Web, Email, or API, and configure the receiving team and AI policy.
Run an end-to-end test
Send a message from the real customer entry point. Confirm that it reaches the correct queue and receives a human or AI reply.
A test customer can start a conversation, assignment follows your policy, and messages work in both directions.