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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.
The onboarding plan step showing the available Callivox plans

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

The onboarding channel step showing the channel type picker

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

The onboarding completion step confirming setup is finished

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.