Signing in and starting screen
There are two ways to sign in, with an e-mail address and a password or passwordless with a link.
Short answer: after you sign in with your email address and password, you land in the Inbox. That is your start screen: it holds the conversations waiting for an agent.
What you see
On the far left is a narrow bar with the main sections. Use it to jump between Inbox, knowledge base, reports, and settings. The Inbox itself has three parts: My inbox, All conversations, and the shared Team inboxes.
At the top of the Inbox, one line tells you how many conversations are active and how many are snoozed.
Two ways to sign in
You sign in with your email address and password, or without a password: you request a sign-in link and receive both a clickable link and a 6-digit code by email. Both log you in. Remember me keeps your session for about a working day.
Where you land depends on your role: an admin or operator lands in the Inbox, a content manager in the Content section. If your workspace has not finished its setup yet, you first land in the setup wizard.
Good to know
Lost your password? Use Forgot password on the sign-in screen. There is no separate screen to change your password. After five failed attempts your account is locked for 15 minutes. Sign-in error messages are deliberately vague (an "invalid attempt" can mean either the email or the password), so that no one can use the sign-in screen to find out which addresses have an account.
If you can't get in at all, the administrator of your organisation can help you further. They invite team members and manage the accounts. See Managing your profile and account.
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See also
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