Getting Started with VersanaCX

What You'll Need

An active account with a plan selected. Owner or admin access to your workspace. About 15 minutes.

Step 1: Explore Your Dashboard

After signing in, you'll land on your workspace dashboard. This is your operational home — it shows conversation volume, team activity, and AI performance at a glance. Take a moment to look around. The sidebar on the left is your primary navigation.

Step 2: Invite Your Team

Navigate to your workspace settings and invite team members by email. Each member will receive an invitation and can sign in immediately.

1. Go to Dashboard → Settings → General.
2. Click "Invite Member."
3. Enter their email address and select a role.
4. Click Send.

Roles determine what each person can see and do. Owners have full access. Admins can manage settings and teams. Agents handle conversations.

Step 3: Connect Your First Channel

Channels are how customers reach you — email, webchat, WhatsApp, or social messaging. Start with one channel and expand later.

• Webchat is the fastest to set up — you can be live in under 5 minutes.
• Email connects your existing support address.
• WhatsApp and social channels are available on Growth plans and above.

You can configure channels from Dashboard → Settings → Channels. Each channel has its own setup guide linked from the settings page.

Step 4: Review Your AI Settings

VersanaCX™ includes AI features that assist your team — suggesting replies, summarizing conversations, and detecting customer intent. These features use AI credits, which are included with your plan.

You can review and adjust AI settings from Dashboard → Settings → Automation. By default, AI operates in an assistive mode — it drafts replies for your team to review before sending. Fully automated responses require additional activation steps.

Step 5: Send a Test Conversation

Once a channel is connected, send yourself a test message to confirm everything works. If you set up webchat, visit your website and start a chat. If you configured email, send an email to your support address.

The message should appear in your Inbox within a few seconds. Open it, type a reply, and send. That's your first complete support interaction.

What to Expect Next

With your first channel connected and your team invited, you're ready to start handling real conversations. As conversations come in, VersanaCX™ will begin analyzing patterns, detecting intent, and generating AI-assisted drafts.

• Your inbox will show incoming conversations from connected channels.
• AI suggestions will appear alongside conversations where applicable.
• Your dashboard metrics will begin populating as conversations are handled.

Common Questions

• "I don't see any conversations." — Make sure at least one channel is connected and active. Try sending a test message.
• "My team members can't access settings." — Only owners and admins can access workspace settings. Check their assigned role.
• "AI suggestions aren't appearing." — AI features require a Starter plan or above and may take a few conversations to begin generating suggestions.
• "I'm not sure which channel to start with." — Webchat is the simplest to set up. See our Webchat Setup Guide for step-by-step instructions.