---
description: 了解如何使用入門模組在 respond.io 上開始操作。 本指南引導新用戶完成必要的設定步驟，包含連接頻道、使用生命週期組織聯絡人、設定 AI 代理，以及邀請團隊成員。
title: 開始使用 Respond.io
image: https://assets1-proxy.respond.io/api/v1/image/assets%2F11f7a662b80a4675973850b067c01fa5%2F3f43c48b21b24f4e8b02b100c0c8fab0
---

[新的🔥 搶先試試 WhatsApp Business Calling API（開放式測試版）！![arrow-icon](https://assets1-proxy.respond.io/api/v1/image/assets%2F11f7a662b80a4675973850b067c01fa5%2Fe43213a7a9314673bd8d2060c25f9b87)](/tw/whatsapp-business-calling-api)

幫助我... ⌘ 

1. [All Collections >](/tw/help)
2. [ 快速入門 >](/tw/help/quick-start)
3. 開始使用 Respond.io

# 開始使用 Respond.io

如果您已註冊並登入，首先應完成工作區中的 **入門模組**。

入門模組專為首次使用者設計，協助您正確設定 respond.io 並立即開始管理客戶對話。

完成入門模組後，您將：

* **連接一個頻道**，讓客戶對話開始流入您的 Inbox
* **設定生命週期**，依據您的銷售流程組織聯絡人
* **設定 AI 代理**，以自動化對話並減少人工工作量
* **邀請團隊成員**加入您的工作區，以便協作並分配工作負擔

當這些步驟完成後，您的工作區即已完全設定，可以接收、管理並自動化對話。

## 什麼是入門模組？ 

如果您是 **respond.io 平台的新用戶**，您應採取的第一個動作是完成 **入門模組**。

入門模組是一份結構化的逐步入門檢查清單，旨在引導首次使用者完成核心工作區設定。

完成此入門檢查清單可確保您的工作區已正確設定，以便您可以：

* 開始接收並管理客戶對話
* 使用生命週期追蹤潛在客戶與客戶
* 使用 AI 代理自動化對話
* 與團隊成員協作
![](https://assets2-proxy.respond.io/ph8r57dk1q9w/4iTWAYYVD61QHzqbeD72ft/7f02098423ae1ca477e638abaf07f750/onboarding_overview.png?fm=jpg&q=80&w=1200&fl=progressive)

## 步驟 1：連接頻道以統一訊息與通話

要開始，請至少將一個訊息頻道連接到您的工作區。 這代表您的客戶可以從任何他們選擇的平台聯繫，而您的團隊可在同一處處理所有事務。

連接頻道後：

* 客戶訊息會出現在您的 Inbox
* 您的團隊可在單一工作區回覆
* 來自不同平台的對話會集中在同一處
* 您也可以 [管理通話](https://respond.io/tw/help/workspace-settings/calls) (如支援)

> 查看我們的支援頻道清單並在 [這裡](https://respond.io/tw/help/channels) 了解如何設定。

![](https://assets2-proxy.respond.io/ph8r57dk1q9w/WzZVuNwxTA0x11lhtoN3S/61945df14052daebbec848c284cb5cf4/onboarding-channels-.png?fm=jpg&q=80&w=1200&fl=progressive)

## 步驟 2：了解生命週期如何協助將潛在買家轉化為客戶

當頻道連接且有對話進來時，根據聯絡人在銷售流程中的位置追蹤並組織聯絡人會很有幫助。

生命週期可協助您與團隊：

* 從第一則訊息開始追蹤新的潛在客戶
* 識別高意願的聯絡人
* 監控跨階段的轉換進度
* 在報表模組中查看管道績效
* 依據銷售準備程度組織聯絡人

每個工作區都包含預設的生命週期階段。 這讓您能立即開始追蹤聯絡人，無需額外設定。

如果您的銷售流程不同，您可以透過新增或移除階段來自訂生命週期。 點選 **自訂生命週期** 以將生命週期與您的銷售漏斗對齊。

> 在此了解更多關於 [生命週期](https://respond.io/tw/help/workspace-settings/workspace-settings-lifecycle) 的資訊。 

![](https://assets2-proxy.respond.io/ph8r57dk1q9w/6ffGOM44RNEwbez7cgl7j7/bd3b93299c286fc7c54fcfa04e8c8f4d/onboarding-lifecycle.png?fm=jpg&q=80&w=1200&fl=progressive)

## 步驟 3：設定 AI 代理以減輕團隊的工作負擔

既然您已連接頻道並設定與銷售漏斗相符的 Lifecycle 階段，您即可引入自動化來處理對話。

最適合的自動化方式是 AI 代理。 從提供 24/7 回覆客戶，到將對話指派給其他客服或團隊，AI 代理能幫助您的團隊減少人工工作量並提升回應速度。

點選 **設定 AI 代理** 以建立您的第一個 AI 代理。

##  進一步了解： 

* [AI 代理入門](https://respond.io/tw/help/ai-agents/getting-started-with-ai-agents)
* [AI 代理動作](https://respond.io/tw/help/ai-agent-actions)
* [如何測試 AI 代理](https://respond.io/tw/help/ai-agents/how-to-test-ai-agents)

![](https://assets2-proxy.respond.io/ph8r57dk1q9w/7AR3fbB1PxfauS65Jm78Bf/5880ccac2059019603bbe2eb7c9e88bd/onboarding-ai_agents.png?fm=jpg&q=80&w=1200&fl=progressive)

## 步驟 4：邀請團隊成員協作處理聊天

您現在可以邀請其餘團隊成員了！ 這使您和團隊可以共用 Inbox 存取權限、指派對話，並管理工作分配。

以下是如何新增使用者：

1. 輸入團隊成員的電子郵件地址
2. 選擇其存取等級 (擁有者、管理員或代理)
3. 點選 **邀請**
4. 系統會寄送邀請電子郵件給對方。 對方必須點擊電子郵件內的連結來接受邀請並取得您的工作區存取權。

若要撤銷存取權或編輯其存取等級，請在入門模組中點選 **設定工作區使用者**。

> 了解更多關於 [新增使用者。](https://respond.io/tw/help/workspace-settings/users)

![](https://assets2-proxy.respond.io/ph8r57dk1q9w/6ZVwvEkLmEmOefMmF0z5vo/0173f6d60e14e17440746cf550380e40/onboarding-teammates.png?fm=jpg&q=80&w=1200&fl=progressive)

## 入門模組中的資源

在入門模組的右側，您會看到一個資源清單。 此清單提供學習與支援的捷徑。

資源清單包含：

* 一段說明如何使用 Inbox 模組的影片導覽
* 直接連結以聯繫支援團隊
* 預約銷售團隊示範的連結
* 存取 respond.io 幫助中心
* respond.io 教學影片集錦
![](https://assets2-proxy.respond.io/ph8r57dk1q9w/1UmkqfBMtXgFILCe4oJ0p/fd046a30ad22d809f600c3a460e07917/onboarding-resources.png?fm=jpg&q=80&w=1200&fl=progressive)

## 下一步

恭喜您完成在 respond.io 的入門旅程！ 您已正式準備好開始大規模管理對話。

為了保持動力，您可以：

* [設定 Inbox](https://respond.io/tw/help/inbox/getting-started-with-inbox) 以提供全通路支援
* [優化您的 AI 代理提示](https://respond.io/tw/help/ai-agents/how-to-write-effective-ai-agent-prompts)
* [探索平台整合](https://respond.io/tw/help/integrations)

分享這篇文章

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## 

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* [讓聯絡人傳訊息鼓勵聯絡人透過二維碼和聊天連結向您的企業發送訊息。 ](/tw/help/quick-start/getting-contacts-to-message-you)
* [邀請你的隊友邀請隊友以使用者身分加入平台並與他們合作。 ](/tw/help/quick-start/inviting-your-teammates)

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2026-05-29T10:12:13.716Z

help

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