Workspace setup
Finish your setup wizard
This is the guided path for getting a new client workspace ready: organization, email channel, knowledge, then team access.
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complete
Your setup is not complete yet
No active Gmail OAuth mailbox is ready yet. Connect Gmail and import the latest mail before using the workspace.
Open onboarding wizard✓
Create workspace
Workspace ready: Demo Workspace
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Connect email channel
Connect Gmail OAuth before marking this workspace ready.
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Open knowledgeAdd knowledge
Upload SOPs, tone rules, and policies so AI drafts have useful context.
✓
Invite your team
2 team members connected.
No unsaved changes.