1. Create a workspace
Register an account, name the workspace, and establish its single Owner.
Guides
Get your team started with Messee.
Follow these steps to set up your team, connect a channel, and test the full conversation flow.
Get started
2. Invite your team
Invite Managers, Agents, or Viewers and configure teams and channel access when needed.
3. Connect a channel
Start with Webchat or an authorized provider test asset.
4. Configure SLA
Choose appropriate response, resolution, and business-hour settings.
5. Create rules
Add ordered rules, tags, and assignees, then test with a new conversation.
6. Verify operations
Check the channel connection, notifications, activity history, and your recovery plan.
Operating principles
- Connect only Pages, OAs, and accounts that you are authorized to administer.
- Use test channels and accounts before sending real customer data.
- Never paste access tokens, app secrets, or passwords into notes or conversations.
- If a channel says it no longer has access, reconnect it instead of repeatedly trying to send.
- Review roles and channel access before inviting members to a workspace.