> ## Documentation Index > Fetch the complete documentation index at: https://docs.callivox.com/llms.txt > Use this file to discover all available pages before exploring further. # Setting up your workspace > The three-step wizard that runs the first time you sign in: choose a plan, connect a channel, and start working. 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 — 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](/billing/plans). ## Step 2 — Channel The onboarding channel step showing the channel type picker 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](/getting-started/connecting-your-first-channel). ## Step 3 — Done The onboarding completion step confirming setup is finished That is the setup finished. You land in the inbox, and messages arriving on the channel you connected appear there. ## A sensible order for the first hour Message your own connected channel from your phone and watch it arrive in the [inbox](/inbox/overview). This confirms the connection end to end. **Settings → Users** — create an account for each person who will work the inbox. **Settings → Canned Responses** — save the three answers you type most often. See [Canned responses](/inbox/canned-responses). 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](/ai-agents/creating-an-agent). When the agent's test replies look right, switch it on for the channel and watch the first few live conversations closely.