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Finish these steps before you train an AI Agent or send a broadcast.
1

Create the account

Email path: /signup — name, company, email, password. You land on Chat with a Headquarters workspace.Google path: Continue with Google. New users complete /oauth-onboarding (organization + workspace name).Invited by a teammate? Accept the email invite and skip this step.
2

Connect one channel

Open Onboarding → Step 1, or Settings → Workspace → Channels. Connect WhatsApp (Support only unless you run ads). Wait until the channel is Active.
3

Create one label

Settings → Workspace → Labels. Example: Orders. Add keywords if you want auto-apply in Chat.
4

Reply in Chat

Open Chat. When a message arrives, reply from the composer. Assign the thread if you work as a team.
5

Invite one teammate

Onboarding Step 4 or Settings → Workspace → Team. Chat-only is enough for front desk.
Day-one bar: one Active channel, two labels the team actually uses, two people who have replied from Chat.
Vendschat Onboarding page titled Let's get you set up, with four completed steps: connect a communication channel, create labels, create an AI Agent, and invite the team.

Onboarding checklist

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What not to do yet

  • Do not submit a WhatsApp template to Meta until you know the first message you will send.
  • Do not turn a customer AI Agent live without the sandbox test.
  • Do not send a Broadcast without a Meta-Approved template and a dry-run to an internal number.
Next: Welcome · First channel & inbox