Client setup
Step 1
We review the request and prepare the workspace.
Step 2
We confirm the contact methods and access model.
Step 3
We schedule the initial setup session.
We review the request, provision the workspace, and then send the admin invite.
We confirm the right delivery channels for your market before the first live use.
Expected headcount and main countries or operating locations.
Which channels employees can actually use while working: WhatsApp, email, or SMS only.
Preferred launch language and any support or compliance constraints we should know before setup.