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The first time you sign in to a new workspace, Callivox walks you through three steps before it lets you into the inbox. You cannot skip them, but each one is short.

Step 1 — choosing a plan for the new workspace.

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Step 1 — Plan

Pick the plan your workspace runs on. During your trial you are not charged; the plan you choose here determines which features are switched on and how many credits you get when the trial converts. What differs between plans:
  • Which channels you can connect
  • Whether AI agents and knowledge bases are available
  • Whether voice agents are available
  • How many credits you get each month, and how many automation runs
You can change plan at any time from Settings → Billing → Plans — nothing here is permanent. See Plans.

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Step 2 — Channel

Step 2 — connecting the first channel to the new workspace.

Connect the first way for customers to reach you. This is the same dialog you will use later from Settings → Channels, so anything you learn here applies afterwards. If you want to be finished in two minutes, connect Telegram — it needs one token and nothing else. If your customers are on WhatsApp, connect that instead; it takes longer but it is the channel most teams actually need. Each channel type has a built-in Setup guide with step-by-step instructions and links to the provider’s own documentation. See Connecting your first channel.

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Step 3 — Done

Setup complete — the workspace is ready to use.

That is the setup finished. You land in the inbox, and messages arriving on the channel you connected appear there.

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A sensible order for the first hour

1

Send yourself a test message

Message your own connected channel from your phone and watch it arrive in the inbox. This confirms the connection end to end.
2

Add your team

Settings → Users — create an account for each person who will work the inbox.
3

Write a few canned responses

Settings → Canned Responses — save the three answers you type most often. See Canned responses.
4

Create an AI agent

Give it a prompt, point it at a knowledge base if you have documents, and bind it to your channel. Leave AI auto-reply off on the channel until you have tested it. See Creating an agent.
5

Turn AI auto-reply on

When the agent’s test replies look right, switch it on for the channel and watch the first few live conversations closely.