> ## Documentation Index
> Fetch the complete documentation index at: https://docs.apyconnect.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Setup (administrators)

> The checklist to get your workspace ready to operate.

This guide is for whoever sets up ApyConnect for the first time. Follow these steps and your team will be able to start handling conversations in an organized way.

## Checklist

<Steps>
  <Step title="Connect your channels">
    Connect the channels your customers write to you through. See [Channels](/en/canales/canales) and the guide for each one (WhatsApp, Instagram, Messenger, Telegram, email, web chat).
  </Step>

  <Step title="Create your inboxes">
    Decide how to organize the work (for example, "Sales" and "Support") and **assign each channel** to its inbox. Choose each one's mode: chat or ticket. See [Inboxes](/en/canales/bandejas).
  </Step>

  <Step title="Set up the queues">
    Define how each inbox's conversations are distributed and which agents belong to each queue. See [Routing](/en/guias/enrutamiento).
  </Step>

  <Step title="Invite your team and grant permissions">
    Add your coworkers and assign each a **role** with the right permissions. See [Team and roles](/en/analisis/equipo).
  </Step>

  <Step title="Adjust capacity and hours">
    Define how many conversations each agent handles at once and the business hours. See [Business hours](/en/ajustes/horarios-atencion).
  </Step>

  <Step title="Define your service times (SLA)">
    Set how quickly you commit to respond and resolve, with their alerts. See [SLA](/en/ajustes/sla).
  </Step>

  <Step title="Prepare the supporting content">
    Create quick replies, macros, and wrap-up codes so the team works faster and more consistently. See [Replies and macros](/en/ajustes/respuestas-macros).
  </Step>
</Steps>

## Optionals that add value

<CardGroup cols={2}>
  <Card title="Customer portal" icon="globe" href="/en/cuenta/portal">
    Publish a help center and let your customers open tickets.
  </Card>

  <Card title="AI agents" icon="robot" href="/en/ia/agentes">
    Put an AI to handle the frequent questions in an inbox.
  </Card>

  <Card title="Custom fields" icon="sliders" href="/en/crm/campos-propios">
    Store the information your business needs about each customer.
  </Card>

  <Card title="Workspace branding" icon="palette" href="/en/cuenta/ajustes">
    Customize the logo and colors.
  </Card>
</CardGroup>

<Note>
  You don't have to do it all on the first day. With **channels + inboxes + team** you can already start handling conversations; you fine-tune the rest as you go.
</Note>