A new Natiq workspace starts empty: no channels, no agents, no teammates. This checklist puts the four pieces in place, in the order that makes each one easy to test, so your first real conversation lands somewhere that can answer it.
If you haven't looked around yet, start with Tour your Natiq workspace.
Before you start
You need an account in an organisation. If you're the first person from your company, create an organization. If a colleague already set one up, use the link in your invitation email instead — see Accept an invitation.
What you can do depends on your role
The rail only shows the products your role can open, and some steps below need permissions that not every role has. If a step isn't available to you, ask an admin — see Roles and permissions.
The checklist
Make the workspace yours. Open Settings at the foot of the rail, then Brand settings, to set your colour, rail mark and the name shown in the browser tab. It is optional and takes a minute — see Brand settings.
Invite your team. In Settings, open Users and select Invite user. Give each person the role that matches their job. Invitees choose their own password. See Invite teammates.
Connect a channel. Web Chat needs no setup: it's created for you when you publish an agent (next step), and you copy its snippet from the agent's Share tab. For WhatsApp, Telegram and the others, open Connect from the rail and select Add channel. See Connect a channel.
Create and publish an AI agent. Open Agent Builder and select New agent, or describe what you want in Build with AI, then publish it. Publishing gives the agent its own Web Chat. To have it answer another channel, open that channel in Connect and pick the agent under Answering agent. See Create an agent.
Send a test message. Write to your channel the way a customer would. The agent answers first; if it hands the conversation over, it appears in the Inbox.
Reply from the Inbox. Open the conversation, answer it and resolve it. See Reply to a conversation.
Check your work
After step 6, you have exercised the whole path a customer message takes. If something didn't arrive, work backwards:
- No answer from the agent. For Web Chat, check the agent is published. For other channels, open the channel in Connect and check which agent is shown under Answering agent.
- Nobody sees the conversation in the Inbox. A channel's conversations go to a queue. A queue made together with a channel starts with nobody on it, so add agents to it, or conversations wait unassigned.
- A teammate can't find a product. Their role doesn't include it. If they see No products available, they hold no product permissions yet; an admin can add a role under Settings → Users.