---
description: Complete the Onboarding module to connect Channels, set up Lifecycle, configure AI Agents, and invite teammates to respond.io.
title: Getting Started With Respond.io
image: https://assets1-proxy.respond.io/api/v1/image/assets%2F11f7a662b80a4675973850b067c01fa5%2F3f43c48b21b24f4e8b02b100c0c8fab0
---

[New🌍 WhatsApp API Calling is now available globally! Start making calls with respond.io today. Learn more![arrow-icon](https://assets1-proxy.respond.io/api/v1/image/assets%2F11f7a662b80a4675973850b067c01fa5%2Fe43213a7a9314673bd8d2060c25f9b87)](/whatsapp-business-calling-api)

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1. [All Collections >](/help)
2. [ Quick Start >](/help/quick-start)
3. Getting Started With Respond.io

# Getting Started With Respond.io

The Onboarding module guides first-time users through setting up a respond.io Workspace.

By completing the Onboarding module, you will:

* **Connect a Channel** so customer conversations can start flowing into your Inbox
* **Set up Lifecycle** to organize Contacts based on your sales process
* **Set up an AI Agent** to automate conversations and reduce manual work
* **Invite teammates** to your Workspace to collaborate and distribute the workload

## What is the Onboarding module?

The Onboarding module is a step-by-step checklist for first-time users on the respond.io platform. It ensures the Workspace is properly configured for:

* Receiving and managing customer conversations
* Tracking leads and customers using Lifecycle
* Automating conversations using AI Agents
* Collaborating with teammates
![](https://assets2-proxy.respond.io/ph8r57dk1q9w/4iTWAYYVD61QHzqbeD72ft/98d92c36eba48045ec84bbbdf5280cfc/Screenshot_2026-03-09_at_11.10.41â__AM.png?fm=jpg&q=80&w=1200&fl=progressive)

## Step 1: Connect Channels to unify messages and calls

To get started, connect at least one messaging Channel to your Workspace. This means your customers can reach out from whichever platform they choose and your team can handle everything in one place.

Once you connect a Channel:

* Customer messages appear in your Inbox
* Your team can reply from one unified workspace
* Conversations from different platforms are centralized in one place
* You can also [manage calls](https://respond.io/help/workspace-settings/calls) (where supported)

> View the full list of supported Channels and setup guides [here](https://respond.io/help/channels).

![](https://assets2-proxy.respond.io/ph8r57dk1q9w/WzZVuNwxTA0x11lhtoN3S/3a28fdee30a24725e9a711fe27fb049b/Screenshot_2026-03-09_at_11.10.41â__AM.png?fm=jpg&q=80&w=1200&fl=progressive)

## Step 2: Learn how Lifecycle helps turn potential buyers into customers

Once your Channel is connected and conversations are coming in, track and organize Contacts based on where they are in your sales process.

Lifecycle helps you and your team:

* Track new leads from their first message
* Identify high-intent Contacts
* Monitor conversion progress across stages
* View pipeline performance in the Reports module
* Organize Contacts based on sales readiness

Every Workspace includes default Lifecycle stages. This allows you to immediately start tracking Contacts without additional setup. If your sales process is different, you can customize Lifecycle by adding or removing stages. Click **Customize Lifecycle** to align Lifecycle with your sales funnel.

> Learn more about [Lifecycle](https://respond.io/help/workspace-settings/workspace-settings-lifecycle).

![](https://assets2-proxy.respond.io/ph8r57dk1q9w/6ffGOM44RNEwbez7cgl7j7/74ef0ccdf641309bb6caef712368da96/Screenshot_2026-03-09_at_11.15.33â__AM.png?fm=jpg&q=80&w=1200&fl=progressive)

## Step 3: Set up AI Agents to lighten your team's workload

Now that you've connected a Channel and set up Lifecycle stages that match your sales funnel, you're ready to introduce an automation to automate conversations.

The best automation for this is AI Agents. From replying to customers 24/7, to assigning conversations to other agents or teams, AI Agents can help your team reduce manual workload and improve response times.

Click **Set up AI Agent** to create your first AI Agent.

##  Learn more about: 

* [Getting started with AI Agents](https://respond.io/help/ai-agents/getting-started-with-ai-agents)
* [AI Agent Actions](https://respond.io/help/ai-agent-actions)
* [How to Test AI Agents](https://respond.io/help/ai-agents/how-to-test-ai-agents)

![](https://assets2-proxy.respond.io/ph8r57dk1q9w/7AR3fbB1PxfauS65Jm78Bf/153f58dfa4b0a1b7f2bc8c8849ff34c4/Screenshot_2026-03-09_at_11.16.41â__AM.png?fm=jpg&q=80&w=1200&fl=progressive)

## Step 4: Invite teammates to collaborate on chats

With your Channels, Lifecycle, and AI Agent configured, invite the rest of your team so they can share Inbox access, take on conversations, and distribute the workload.

Each teammate is assigned an access level — owner, manager, or agent — that controls what they can see and do in the Workspace.

> Learn how to [add users and organize them into Teams.](https://respond.io/help/workspace-settings/users)

![](https://assets2-proxy.respond.io/ph8r57dk1q9w/6ZVwvEkLmEmOefMmF0z5vo/aabf3ee7f47d1bffeb1559e061d74e78/Screenshot_2026-03-09_at_11.18.53â__AM.png?fm=jpg&q=80&w=1200&fl=progressive)

## Resources in the Onboarding module

On the right side of the Onboarding module, you'll find a Resources list. This list provides shortcuts for learning and support.

The Resources list includes:

* A video walkthrough of the Inbox module
* Direct links to contact the Support team
* A link to book a demo with the Sales team
* Access to the respond.io Help Center
* A collection of respond.io tutorial videos
![](https://assets2-proxy.respond.io/ph8r57dk1q9w/1UmkqfBMtXgFILCe4oJ0p/a2d109ad592587144f3421250ea8b81b/Screenshot_2026-03-09_at_11.21.17â__AM.png?fm=jpg&q=80&w=1200&fl=progressive)

## What's next?

Let's move on to connecting your first messaging Channel.

* [Connecting Channels](https://respond.io/help/quick-start/connecting-channels)

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## 

Related articles 👩‍💻

* [Glossary of TermsFind definitions for key respond.io platform terms — including Contacts, Channels, Workflows, AI Agents, Inbox, and Broadcasts. ](/help/quick-start/glossary-of-terms)
* [Responding to MessagesReply to Contacts via text or voice, assign conversations, and manage open and closed conversations in the respond.io Inbox. ](/help/quick-start/responding-to-messages)
* [Automating Your First ResponseRespond immediately when Contacts message you. Set up an AI Agent or Workflow to send a first reply and manage response expectations. ](/help/quick-start/automating-your-first-response)
* [Getting Contacts to Message YouGenerate QR codes and chat links on respond.io to encourage new Contacts to start conversations with your business across any Channel. ](/help/quick-start/getting-contacts-to-message-you)
* [Inviting Your TeammatesAdd users to a respond.io Workspace, assign access levels, and organize team members into Teams for better collaboration. ](/help/quick-start/inviting-your-teammates)

Can't find what you're looking for? 🔎

[Contact Support](/contact-us)

2026-05-29T10:06:27.485Z

help

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