Get started

Quick start

Sign in, learn the workspace, and handle your first customer conversation.

Updated 2026-07-24For: All users

Use this path for your first session. Administrators prepare people and channels; agents can start in the Inbox.

Steps

Sign in to the workspace

Open the NavoChat address provided by your administrator and sign in with your invited email. Confirm the workspace name after your first sign-in.

Set your availability

Open your profile menu and set your status to Online. Only available agents are considered for assignment.

Open the Inbox

Choose Inbox from the main navigation. Select an assigned conversation to review the customer and message history.

Send the first reply

Keep the composer in Reply mode, enter your message, and send it. Use Note mode for internal context that customers must not see.

Your basic setup is complete. Continue with conversation handling, Copilot, or channel configuration.

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