Your first steps with CriaChat
This section gets your workspace ready for real operations: inboxes, agents, channels, and the minimum validation to go live with confidence.Before you begin
Have these ready:- Your CriaChat workspace access (admin recommended)
- Your WhatsApp provider setup details (or the channel credentials you’ll connect)
- A test contact/number for end-to-end validation
1) Create your workspace
Set up your Workspace (Account) and basic preferences:- workspace name
- timezone
- business hours (recommended for operations and reporting)
- your user profile (for attribution and audit trails)
2) Create your first inbox
An Inbox is the operational queue where your team handles conversations. Recommended approach:- one inbox per operation (Sales, Support, Scheduling)
- define ownership rules (who handles what)
- agree on internal notes standards (what must be recorded)
3) Connect a channel
CriaChat is WhatsApp-first. You can connect additional channels depending on what is enabled for your workspace. After connecting:- send a test inbound message
- confirm it appears in the expected inbox
- reply from CriaChat and confirm delivery
- validate media and formatting on both sides
4) Invite and assign agents
Add your team members and connect them to inboxes. Operational checklist:- confirm each agent sees the right inbox(es)
- set roles/permissions (admin vs agent) according to your workflow
- decide how assignments work (manual, round-robin, automation-driven)
5) Set your “minimum viable operation”
Before going live, define:- response time expectations (internal)
- escalation path (when to hand off, who is responsible)
- tags you will actually use (keep it small at first)
- a few standard replies for common intents
6) Optional: Automations and webhooks
Once the inbox is stable, expand with:- routing rules (by tag, inbox, agent availability)
- webhook triggers to notify or sync external tools
- integrations with CRM, calendar, payments, and ops tooling
7) Optional: Use the APIs
If you want programmatic control, CriaChat provides APIs for:- internal operations and automations (Application APIs)
- end-user chat experiences and custom widgets (Client APIs)