Set up your Lavenity workspace

Create the essential workspace settings before your team starts helping customers.

Before you start

A Lavenity workspace is the shared home for your conversations, contacts, teammates, and messenger settings. The person who creates it becomes the initial workspace owner.

Complete the four setup steps

  1. Name your workspace so teammates can recognize it.
  2. Add the website domains where the messenger is allowed to run.
  3. Choose a greeting, language, accent color, and launcher position.
  4. Invite at least one teammate or continue alone for now.
Note: Your progress is saved after every step. You can leave onboarding and return without starting again.

Your next step

Install the messenger on a test page, send a message as a visitor, and confirm that it appears in the Inbox in real time.

The rest of the workspace can wait until real conversations arrive: connected channels, outbound messages, automations, the product catalog, and reports all build on the same queue you are about to open.

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