Set up your workspace
Follow the complete setup sequence, from your first login to an agent who can see and answer the right conversations.
Before you start
Sign in at app.bow.chat with your own email. If you received a setup or password email, open its Change my password link and set your password first. Account setup is performed by an administrator.
Have the channel you want to connect ready. For WhatsApp Web, you need access to the phone and permission to link its WhatsApp account. Each teammate needs their own email and login.
Follow this order
- Connect a channel. Add your first inbox and confirm it receives a test message.
- Choose staff permissions. If you need restricted conversation access or hidden contact details, create the custom role before inviting staff.
- Invite your team. Add an agent, choose their role, and have them finish email setup.
- Grant inbox access. Add each agent as a collaborator in every inbox they should use.
- Verify as the agent. Test access, including assignment and contact visibility, before handing over customer work.
Account membership, inbox membership and role permissions work together. An invitation alone does not give an agent access to every inbox.
Know when setup is complete
The channel receives a test message. The agent signs in with their own login, sees the intended inbox and conversations, and can reply. Contact details appear only where the chosen permissions allow them.
Continue with daily inbox work.