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Extended Q&A for AI Workspace Co-Admin about sign-up, account setup, the Onboarding page, and first-day product use.

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Account & sign-up

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How do I create a Vendschat account?

Go to /signup or use Start trial from vendschat.com. Choose:
  • Continue with Google, or
  • Email — full name, company name, work email, password

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What’s the difference between email signup and Google signup?

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Do I need a credit card to sign up?

The sign-up page says “No credit card required” for the trial. Upgrade and payment happen later in Settings → Organization → Billing & Usage. See billing docs for trial length and plan details.

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What password rules apply?

For email accounts: uppercase, lowercase, number, special character, minimum 8 characters. The form shows a live checklist and strength meter.

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I signed up with Google and see “Set up your workspace” — is that normal?

Yes. That’s /oauth-onboarding. Enter your organization name (required) and optional workspace name, then Continue. You only see this once for a new Google account.

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I already have an account but Google sends me to oauth-onboarding

You should redirect to Chat automatically. If not, sign out and sign in with the account that already has a workspace, or complete the form if you truly have no workspace yet.

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Where do I sign in?

/signin — email/password or Continue with Google.

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Onboarding page vs oauth-onboarding

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What is the Onboarding page?

/onboarding — in-app checklist: “Let’s get you set up” with four steps:
  1. Connect a channel
  2. Create labels
  3. Set up integrations / automation
  4. Invite team
Open from sidebar Onboarding or mobile More → Onboarding.

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What is oauth-onboarding?

/oauth-onboarding — one-time account setup for new Google users without a workspace. Not the same as the product Onboarding checklist.

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Where do I go after email signup — onboarding or chat?

Chat (/chat). Your organization and workspace already exist. Optionally visit /onboarding for the setup checklist.

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Can I skip the Onboarding checklist?

Yes. Nothing blocks Chat if you skip it. The page is guidance — connect channels and invite team when you’re ready.

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I don’t see “Onboarding” in the sidebar

Likely Member (Chat-only) role — nav may hide setup pages. Owners/admins see it. You can still open /onboarding directly if authenticated.

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Onboarding steps (detailed)

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Step 1 — Where do I connect WhatsApp / Messenger / Instagram?

Onboarding → Manage channels → /settings/workspace/channels → Add Channel → catalog. Or: Settings → Workspace → Channels. Full guide: channels overview.

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Is there a video for channel setup?

Yes — embedded in Onboarding Step 1 accordion (“How it works”).

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Step 2 — Where do I create labels?

Onboarding → Create Your First Label → /settings/workspace/labels. Or: Settings → Workspace → Labels.

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How many labels should I create at first?

At least two meaningful tags (e.g. Sales, Support) before high message volume.

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Step 3 — What does “Create AI Agent” mean?

Opens AI Agents (/ai-agents) — browse templates or create from scratch. Test before you assign live threads. Integrations stay at Settings → Workspace → Integrations (/settings/workspace/integrations) — Agent Skill, Lovable, MCP, n8n, Zapier, Make, HubSpot. Optional for day one.

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Step 4 — How do I invite teammates?

Onboarding → Add Team Member → /settings/workspace/team-members. Or: Settings → Workspace → Team Members → Invite.

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Invited teammates

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I got an invite email — what do I do?

Click the link → accept page → set password (or use existing) → Accept Invitation → Chat. You join the inviter’s workspace — no separate company signup.

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Do invited users see the Onboarding page?

They can if their role includes overview access. Many Members only see Chat.

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What role should I give a support agent?

Member — Chat-only. Admin if they manage channels and templates.

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First channel & Chat

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I connected a channel but Chat is empty

Customers must send you a message first on that channel (inbound). Or your team starts outbound where the channel allows it.

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How do I know my channel is ready?

Settings → Workspace → Channels — status should be active (not pending/disconnected).

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Support only vs Support, sales & ads for WhatsApp?

Support only — inbox + templates. Support, sales & ads — adds Click-to-WhatsApp ads. See WhatsApp doc.

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Where is my first reply?

Chat → select conversation → type in composer → send. Walkthrough: First channel & inbox.

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Roles & access during setup

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Who can connect channels?

Usually Owner or Admin with Settings access.

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Who pays and upgrades the plan?

Organization owner — Settings → Organization → Billing & Usage.

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Can members complete onboarding steps?

Only if they can reach Settings pages. Members invited for Chat often cannot connect channels themselves.

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Help & resources

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What are the Resources on the Onboarding page?

Right sidebar: Intro, Contact, Book, Help center, Video guides — shortcuts to learning and support content.

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How do I ask questions in the app?

Use AI Workspace Co-Admin — setup how-tos and live workspace status.

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Should I turn on AI Agents on day one?

Usually no. Handle manual replies first; add AI Agents when the same questions repeat. See AI Agents overview.

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What’s the difference between Co-Admin and AI Agents?

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Mobile

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Where is Onboarding on mobile?

More tab (bottom nav) → Onboarding.

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Where are Settings on mobile?

More → Settings or Settings hub — same workspace paths as desktop.