> ## Documentation Index > Fetch the complete documentation index at: https://docs.vendschat.com/llms.txt > Use this file to discover all available pages before exploring further. # Onboarding & setup guide > Everything new users and admins need to go from sign-up to a working shared inbox — account creation, workspace setup, the in-app Onboarding checklist,… Everything new users and admins need to go from **sign-up** to a working shared inbox — account creation, workspace setup, the in-app **Onboarding** checklist, and where to go next. **Who this is for:** First-time owners, Google sign-in users completing workspace setup, and anyone asking Co-Admin *“What do I do after I sign up?”* or *“Where is the onboarding page?”* **Two different “onboarding” moments in Vendschat:** | Moment | URL | When it appears | | ----------------------------- | ------------------- | ------------------------------------------------------------------- | | **Account / workspace setup** | `/oauth-onboarding` | Google sign-in **without** an existing workspace | | **Product setup checklist** | `/onboarding` | Anytime after you have a workspace — connect channels, labels, team | *** ## Quick reference | Topic | Answer | | ----------------------------------------------- | ------------------------------------------------------------------- | | Sign up | `/signup` — email + password **or** Continue with Google | | Sign in | `/signin` | | Google new user lands on | `/oauth-onboarding` → then `/chat` | | Email sign-up lands on | `/chat` directly (org + workspace created at signup) | | Setup checklist page | **Onboarding** in sidebar → `/onboarding` | | First must-do | Connect one **channel** (WhatsApp, Messenger, or Instagram) | | Default workspace name (email signup) | **Headquarters** | | Default workspace name (Google setup, if blank) | **Headquarters** | | Who sees **Onboarding** in nav | Users with **overview** page access (typically owners/admins) | | Invited teammates | Accept invite → `/chat` — skip account onboarding | | Get help in-app | **AI Workspace Co-Admin** (internal assistant, not customer-facing) | *** ## The full journey (diagram) ```text theme={null} ┌─────────────────┐ │ vendschat.com │ │ or /signup │ └────────┬────────┘ │ ┌──────────────┴──────────────┐ │ │ Email sign-up Google sign-up │ │ ▼ ▼ Org + workspace created User account only at signup (owner) (no workspace yet) │ │ ▼ ▼ /chat /oauth-onboarding (ready to work) (org + workspace form) │ ▼ /chat │ ┌─────────────────────────────┘ │ ▼ Optional: /onboarding checklist (channels → labels → AI Agent → team) │ ▼ /chat — first customer reply ``` *** ## Example: Nova Retail’s first hour **Sam** signs up with email for **Nova Retail**. | Minute | What happens | | ------ | ----------------------------------------------------------------------------------- | | 0–2 | `/signup` — name, company **Nova Retail**, work email, password → lands on **Chat** | | 3–5 | Sidebar → **Onboarding** → Step 1 → **Manage channels** → connects WhatsApp | | 6–8 | Step 2 → creates labels `Orders`, `Returns` | | 10 | Sends test reply in **Chat** when first customer messages | | 15 | Step 4 → invites **Priya** as **Member** (Chat-only) | Sam never saw `/oauth-onboarding` because email signup creates the workspace automatically. **Contrast:** **Alex** uses **Continue with Google** as a brand-new user → `/oauth-onboarding` → enters org **Alex Studio**, workspace **Main** → **Chat**. *** ## Part 1 — Creating your account ### Sign up (`/signup`) **Path:** Open the app sign-up page or marketing **Start trial** links. **Header copy:** *“Create your account”* · *“Start your 7-day free trial. No credit card required.”* **Options:** | Method | Fields | After success | | ------------------------ | ------------------------------------------------- | ------------------------------------------------------- | | **Continue with Google** | Google account picker | New user → `/oauth-onboarding`. Existing user → `/chat` | | **Email** | Full name, **Company name**, work email, password | → `/chat` | **Password requirements (email):** * Upper & lowercase letters * At least one number * Special character (`!@#$%^&*`) * Minimum 8 characters Strength indicator shows Weak → Strong as requirements are met. **Legal:** By signing up you agree to [Terms of Service](https://vendschat.com/terms) and [Privacy Policy](https://vendschat.com/privacy). **What email signup creates automatically:** | Created | Value | | ---------------- | --------------------------------------------------------- | | **Organization** | Your **Company name** from the form | | **Workspace** | **Headquarters** (default name) | | **Your role** | **Owner** on that workspace | | **Subscription** | Free tier to start — upgrade later in **Billing & Usage** | You do **not** need a separate “create workspace” step after email signup. ### Sign in (`/signin`) **Path:** `/signin` | Method | After success | | -------------------- | ---------------------------------------------------------------- | | Email + password | → `/chat` | | Continue with Google | Existing workspace → `/chat`. No workspace → `/oauth-onboarding` | **Google errors** (cancelled, missing code, failed) show on sign-in and clear the URL. ### Google OAuth workspace setup (`/oauth-onboarding`) **When:** First-time **Google** sign-in with **no** workspace membership. **Page title:** *“Set up your workspace”*\ **Subtitle:** *“Create your organization and workspace to get started.”* | Field | Required | Notes | | --------------------- | -------- | ------------------------------------------ | | **Organization name** | Yes | e.g. *Acme Inc* | | **Workspace name** | No | Defaults to **Headquarters** if left blank | Click **Continue** → organization + workspace + owner membership created → redirect to **`/chat`**. **If you already have a workspace:** This page redirects you to `/chat` — you cannot create a second org through this flow. **Auth guard:** While `needsOnboarding` is true, any dashboard URL redirects here before **Chat**, **Settings**, etc. *** ## Part 2 — Invited teammates (different path) **Path:** Invitation email link with token → invite accept page. | Step | What you see | | ---- | ---------------------------------------------------------------------------------------- | | 1 | *“You're invited to join {workspace}”* with your role badge | | 2 | Email pre-filled; set password (or use existing password if you already have an account) | | 3 | **Accept Invitation** → `/chat` | **Invited users skip:** * `/signup` company creation * `/oauth-onboarding` They join an **existing** workspace with the role the inviter chose (**Owner**, **Admin**, or **Member**). **Member (Chat-only)** users typically land in **Chat** only — they may not see **Onboarding** or **Settings** in the sidebar unless given page access. See [Team invite FAQ](#invited-teammates) below and [Channels — permissions](/channels/channels-faq#permissions--roles). *** ## Part 3 — In-app Onboarding checklist (`/onboarding`) After your account and workspace exist, use the **Onboarding** page as a guided checklist. ### How to open it | Platform | Navigation | | ------------------- | ------------------------------------------------------------------ | | **Desktop sidebar** | **Onboarding** (book-check icon) — first item when you have access | | **Mobile** | **More** tab → **Onboarding** | | **Direct URL** | `/onboarding` | **Page title:** *“Let's get you set up”*\ **Subtitle (live):** remaining-step copy, for example *“connect channels, labels, AI agent, and team.”* **Access note:** The nav item requires **overview** page permission (owners/admins). The URL `/onboarding` remains reachable for authenticated users who know the path — useful if your role is expanding. ### Layout * **Left:** Four expandable **accordion** steps (one open at a time; Step 1 open by default) * **Right:** **Resources** panel — Intro, Contact, Book, Help center, Video guides (quick links for support content) Vendschat Onboarding page titled Let's get you set up. Four completed steps: connect a communication channel, create labels for chat, create AI Agent, and invite your team. Resources panel on the right. *** ### Step 1 — Connect a communication channel **Accordion title:** *Connect a communication channel*\ **Subtitle:** *Select where you want to send messages from* **Body:** * Explains managing WhatsApp, Messenger, Instagram from workspace settings * **Manage channels** button → `/settings/workspace/channels` * Embedded **channel setup video** (YouTube) in the accordion **What to do:** 1. Click **Manage channels** 2. **Add Channel** → **Channel Catalog** 3. Connect **WhatsApp**, **Messenger**, or **Instagram** (see [channels docs](/channels/workspaces-and-channels-overview)) 4. Wait until channel status is **active** 5. Return to **Onboarding** or open **Chat** **Deep dive:** [First channel & inbox](/getting-started/first-channel-and-inbox) · [WhatsApp](/channels/whatsapp) *** ### Step 2 — Create labels for chat **Accordion title:** *Create labels for chat*\ **Subtitle:** *Organize your inbox with custom tags and categories* **Body:** Labels help filter chats, assign work, and track topics. **Button:** **Create Your First Label** → `/settings/workspace/labels` Vendschat Labels settings with Create Label and label cards that include keywords for automated routing. **Recommended starter labels:** | Label | Use when | | -------------------- | ------------------ | | `New` / `Unassigned` | Triage queue | | `VIP` | Priority customers | | `Sales` / `Support` | Department routing | Create at least **two** before campaign volume — onboarding best practice. **Deep dive:** [Shared inbox & labels](/inbox/shared-inbox-and-labels) *** ### Step 3 — Create AI Agent **Accordion title:** *Create AI Agent*\ **Subtitle (when done):** *AI agent created* **Live checklist (Sep 2026):** Step 3 is **Create AI Agent**, not n8n. Integrations stay under **Settings → Workspace → Integrations**. **What to do:** 1. Open **AI Agents** (`/ai-agents`) 2. **Browse templates** or **Create AI Agent** 3. Save, then [test in the sandbox](/ai-agents/knowledge-sources-and-testing) before assigning live threads **Related (not this accordion):** | Feature | Path | | --------------------------------------------------------------- | --------------------------------------- | | **Integrations** (Agent Skill, Lovable, MCP, Zapier, Make, n8n) | **Settings → Workspace → Integrations** | | **n8n** (hosted workflows, Advanced plan) | `/n8n` | | **Webhooks** | **Settings → Workspace → Webhooks** | **Tip:** Step 3 is optional on day one. Connect a channel and reply manually first; add a bot when after-hours volume appears. **Deep dive:** [Creating & training AI Agents](/ai-agents/creating-and-training-agents) · [Integrations overview](/integrations/integrations-and-automation-overview) *** ### Step 4 — Invite your team **Accordion title:** *Invite your team*\ **Subtitle:** *Collaborate on chats and manage support together* **Button:** **Add Team Member** → `/settings/workspace/team-members` **What to do:** 1. Open **Team Members** 2. **Invite** with email and role 3. Teammate accepts via email link 4. They appear in **Chat** for shared inbox work | Role | Typical use | | ---------- | --------------------------------- | | **Member** | Chat-only agents | | **Admin** | Channels, templates, settings | | **Owner** | Billing, workspaces, full control | **Deep dive:** [Channels FAQ — permissions](/channels/channels-faq#permissions--roles) *** ## Part 4 — After onboarding — daily work ### Open Chat **Path:** Sidebar **Chat** → `/chat` This is your shared inbox. Every message from connected channels appears here. ### First reply checklist * [ ] At least one channel **Active** * [ ] Customer sent an inbound message (or you started outbound where allowed) * [ ] Reply sent from **Chat** composer * [ ] Teammate can see the same thread ### Settings you’ll use next | Goal | Path | | --------------------- | ---------------------------------------------------------------------------------------------------- | | Connect more channels | **Settings → Workspace → Channels** | | WhatsApp templates | **Templates** (`/template`) | | Campaign send | **Chat** → template composer → **Broadcast** tab (sidebar **Broadcast** page is a placeholder today) | | Performance | **Analytics** (`/analytics`) | | Plan & billing | **Settings → Organization → Billing & Usage** | | Profile | **Settings → Profile** | ### Ask Co-Admin Open **AI Workspace Co-Admin** and ask in plain language: * *“How do I connect WhatsApp?”* * *“What are labels for?”* * *“How do I invite my team?”* Co-Admin reads **product docs** for how-to and can use **live workspace tools** for status (*“How many channels are connected?”*). Co-Admin is **not** a customer-facing bot — see [AI Agents overview](/ai-agents/ai-agents-overview) for bots that talk to your customers. *** ## Navigation map (getting started) ```text theme={null} Auth ├── /signup Create account ├── /signin Log in ├── /oauth-onboarding Google → org + workspace (first time only) └── Invite link Join existing workspace Setup checklist └── /onboarding 4-step accordion Step destinations ├── /settings/workspace/channels Step 1 ├── /settings/workspace/channels/catalog Add channel ├── /settings/workspace/labels Step 2 ├── /ai-agents Step 3 └── /settings/workspace/team-members Step 4 Daily work └── /chat Shared inbox ``` *** ## What good looks like — timelines ### First 30 minutes (owner) 1. Complete account (signup or oauth-onboarding) 2. **Onboarding** Step 1 — one **active** channel 3. **Onboarding** Step 2 — two labels 4. First reply in **Chat** ### First day * Second teammate invited and has replied * Labels used on real threads * Skim **Integrations** / **AI Agents** — don’t need to enable yet ### First week (Luna Home Decor pattern) | Day | Action | | --- | ---------------------------------------------------------------- | | Mon | Connect WhatsApp + Instagram; labels `Orders`, `Delivery`, `VIP` | | Tue | Invite agents (Chat-only) | | Wed | Train **Support AI Agent** on FAQ | | Thu | First **Broadcast** with approved template | | Fri | Check **Analytics**; ask Co-Admin for open thread count | See [Welcome — Luna example](/getting-started/welcome). *** ## Troubleshooting | Problem | Cause | Fix | | ----------------------------------- | ----------------------------------- | ----------------------------------------------------------- | | Stuck on `/oauth-onboarding` | Google account has no workspace yet | Complete org + workspace form | | Redirected to `/signin` | Not logged in | Sign in again | | Don’t see **Onboarding** in sidebar | **Member** role — chat-only access | Ask owner for admin access, or go to `/onboarding` directly | | **Manage channels** shows empty | No connections yet | **Add Channel** from catalog | | No conversations in **Chat** | No inbound message yet | Customer must message connected number/account first | | Google sign-in cancelled | Closed Google popup | Try **Continue with Google** again | | “Email already registered” | Account exists | Use **Sign in** or reset password | | Invited but link invalid | Token used or expired | Ask inviter to resend invite | | Wrong workspace after login | Multiple workspaces | **Settings** → workspace dropdown → switch | *** ## Related docs * [Welcome to Vendschat](/getting-started/welcome) * [First channel & inbox](/getting-started/first-channel-and-inbox) * [Getting started FAQ](/getting-started/getting-started-faq) * [Workspaces & channels](/channels/workspaces-and-channels-overview) * [Billing & plans](/billing/plans-and-usage)