Onboarding Guide

Complete guide to get started with ReplyDock and set up your workspace.

Onboarding Guide

Welcome to ReplyDock! This guide will walk you through the initial setup process to get your team up and running with centralized messaging and feedback management.

Step 1: Create Your Account

  1. Visit ReplyDock and click Sign Up
  2. Enter your email address and create a secure password
  3. Verify your email address through the confirmation link sent to your inbox
  4. Complete your profile information

Step 2: Set Up Your Workspace

Once you've created your account, you'll be prompted to set up your workspace:

  1. Workspace Name: Choose a name for your organization (e.g., "Acme Support Team")
  2. Team Size: Select the size of your team to help us optimize your experience
  3. Industry: Choose your industry to get relevant templates and recommendations

Step 3: Invite Team Members

Build your support team by inviting colleagues:

  1. Navigate to Settings → Team Members
  2. Click Invite Team Member
  3. Enter email addresses (you can add multiple at once)
  4. Assign roles:
    • Admin: Full access to all features and settings
    • Agent: Can manage conversations and respond to customers
    • Viewer: Read-only access to conversations and analytics

Team members will receive an invitation email with instructions to join your workspace.

Step 4: Connect Your Channels

ReplyDock integrates with multiple communication channels. We recommend starting with your primary channels:

Connect Slack

Follow our Slack Integration Guide to:

  • Install the ReplyDock Slack app
  • Configure channel routing
  • Set up notifications

Connect WhatsApp Business

Follow our WhatsApp Integration Guide to:

  • Link your WhatsApp Business account
  • Configure message routing
  • Set up automated responses

Step 5: Configure Your Inbox

Customize how your team manages incoming messages:

  1. Create Tags: Set up tags for categorizing conversations (e.g., "Support", "Sales", "Billing")
  2. Set Up Routing Rules: Automatically assign conversations based on channel, tags, or keywords
  3. Configure Notifications: Choose how and when your team receives alerts

Step 6: Set Up Canned Responses (Optional)

Save time by creating pre-written responses for common questions:

  1. Go to Settings → Canned Responses
  2. Click Create Response
  3. Add a shortcut keyword and your response template
  4. Use variables like {customer_name} for personalization

Next Steps

You're all set! Here are some recommended next steps:

  • Test Your Setup: Send a test message through each connected channel
  • Create Your First Response: Practice responding to a conversation
  • Explore Analytics: Check out the dashboard to see conversation metrics
  • Review Best Practices: Learn tips for efficient team collaboration

Need Help?

  • Documentation: Browse our complete documentation
  • Support: Contact us at support@replydock.app
  • Community: Join our Slack community for tips and updates

Pro Tip: Start with one channel (we recommend Slack) and gradually add more as your team gets comfortable with the platform.