Getting started
A working agent inbox needs four things wired up. This page is the map; the four sub-pages walk through each step.
Sign up + bootstrap your workspace
Create your agency, set your subdomain + branding, choose a plan tier. The first user becomes the AGENCY_ADMIN.
Connect your first channel
WhatsApp Business via Meta Embedded Signup is the most common path; the platform also supports Facebook Page, Instagram Business, Telegram bot, Email (IMAP/SMTP), and the embeddable web-chat widget.
Receive + reply to a message
Send a test from your phone to the connected number. The inbox opens the conversation automatically. Reply with text, a saved reply, or a template.
Invite your team
Add agents (AGENCY_USER) or your customers (CLIENT_USER). Each role sees only the surfaces they’re allowed to touch.
Self-hosting note — these docs assume you’re using a hosted NextAIBot deployment or running our docker-compose stack locally. If you’re hand-deploying, jump to Self-hosting first for the gateway + service layout.
What you’ll be using day-to-day
After setup the surfaces you’ll touch most:
- Inbox — the agent’s home base. Triage, assign, reply, close.
- Flow Builder — drag-and-drop automation. Reply buttons, templates, AI, HTTP, bookings.
- Contacts — unified customer profile across every channel they reach you on.
- Reports — KPIs (first-response time, queue depth, NPS).
The rest of the docs are organised by surface — open whatever you need from the sidebar.