# Quickstart

Use this guide to bring a new EasyDesk workspace online with the fewest moving parts. The goal is not to configure every feature. The goal is to create a working support flow that your team can test end to end.

## 1. Confirm The Workspace Basics

Open **Settings -> Account Settings** and confirm the workspace name, timezone, and default locale. These values appear in reports, agent views, help center content, and customer-facing messages.

Add your company logo before inviting the full team. A recognizable workspace reduces mistakes when agents work across multiple accounts.

## 2. Invite Your First Agents

Go to **Settings -> Agents** and invite the people who will handle customer conversations. Start with a small pilot group:

* One administrator who owns configuration.
* One support manager who validates routing and reports.
* Two or three agents who will answer test conversations.

Keep roles simple during launch. Use Administrator for people who configure the account and Agent for people who only need the inbox.

## 3. Connect One Inbox

Go to **Settings -> Inboxes -> Add Inbox** and connect the channel you can test immediately. Website chat is usually the fastest. Email is the best first channel if most customers already write to a support address.

Assign at least one agent to the inbox and send a test message. A channel is not ready until a message arrives in EasyDesk and an agent can reply.

## 4. Add A Reusable Reply

Create one canned response under **Settings -> Canned Responses**. Pick a real answer your team sends often, such as refund timing, business hours, or how to share an order number.

Agents can insert canned responses while replying, which gives you a quick check that shared content is available inside the inbox.

## 5. Publish One Help Article

Open **Help Center** and publish a short article that answers a common question. Keep it plain and useful. The first article should prove that your team can draft, review, publish, and update knowledge base content.

## 6. Review The First Reports

After a few test conversations, open **Reports**. Confirm that conversations, first response time, resolution time, and agent activity appear as expected.

## Launch Checklist

* A test customer can start a conversation.
* An assigned agent can reply.
* The team can use at least one canned response.
* A help center article is published.
* Reports show the test activity.

When all five checks pass, continue with inbox routing, teams, labels, macros, and SLA policies.


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# Agent Instructions: Querying This Documentation

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```
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```

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The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.