To set up your Spotler Message account as an admin, follow this step-by-step plan.
This guide will walk you through each part of the setup, allowing you to configure your account, add team members, and set up communication channels effectively.
New to Spotler Message?
For account admins, we offer a product training to help you learn the basics of Spotler Message. In this training, you'll learn how to effectively manage incoming conversations and create proactive campaigns for a smooth start.
This step-by-step plan contains the following steps:
- Step 1 – Account Creation and First Channel Setup
- Step 2 – Create Teams
- Step 3 – Invite Colleagues
- Step 4 – Add Extra Channels
- Step 5 – Create Labels
Step 1 – Account Creation and First Channel Setup
Work with a Spotler specialist to create your account, then activate your own user profile. Together, you’ll add the first communication channel to your account. After that, you can proceed independently to continue setting up your account.
Step 2 – Create Teams
In the Organization module, create a team. You need at least one team, but you can create additional teams as needed to fit your organization’s structure, such as for different departments like sales or support, or for various locations.
Step 3 – Invite Colleagues
In the Organization module, add agents. When creating agents, assign each to a team immediately.
- Add Agents
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Getting ready for your first conversation
For customer service agents, we've created this easily accessible quick manual with videos.
Step 4 – Add Extra Channels
You can add additional communication channels in the Channels module. In this module, also set up business hours and configure automated messages to send during and outside of these hours, on a per-channel basis.
Step 5 – Create Labels
In Settings, go to Labels. Labels are internal tags used for organizing conversations and contacts. They help you quickly understand a conversation’s topic or a contact’s category. Labels can also assign extra priority to conversations with specific tags and are included in the Insights reports.
Optional steps
After completing these steps, consider exploring these steps. They make your work in Spotler Message easier.