---
description: 了解如何通过入职模块在 respond.io 上开始入门。 本指南引导新用户完成必要的设置步骤，包括连接频道、使用生命周期组织联系人、设置 AI 代理以及邀请团队成员。
title: 开始使用 Respond.io
image: https://assets1-proxy.respond.io/api/v1/image/assets%2F11f7a662b80a4675973850b067c01fa5%2F3f43c48b21b24f4e8b02b100c0c8fab0
---

[新的🔥 抢先尝试 WhatsApp Business Calling API（开放测试版）！![arrow-icon](https://assets1-proxy.respond.io/api/v1/image/assets%2F11f7a662b80a4675973850b067c01fa5%2Fe43213a7a9314673bd8d2060c25f9b87)](/zh/whatsapp-business-calling-api)

帮助我... ⌘ 

1. [All Collections >](/zh/help)
2. [ 快速开始 >](/zh/help/quick-start)
3. 开始使用 Respond.io

# 开始使用 Respond.io

如果你已注册并登录，首先应在你的工作区完成**入职模块**。 

入职模块专为新用户设计，旨在帮助你正确设置 respond.io 并立即开始管理客户会话。

完成入职模块后，你将：

* **连接频道**，让客户对话流入你的 Inbox
* **设置生命周期**，以根据你的销售流程组织联系人
* **设置 AI 代理**，以自动化对话并减少人工工作
* **邀请团队成员**加入你的工作区以协作并分配工作负载

完成上述步骤后，你的工作区将全面设置完毕，可接收、管理并自动化对话。

## 什么是入职模块？ 

如果你是 **respond.io 平台的新用户**，首先应完成 **入职模块**。

入职模块是一个结构化的逐步入职清单，旨在引导首次使用者完成核心工作区设置。

完成此入职清单可确保你的工作区正确配置，使你能够：

* 开始接收并管理客户对话
* 使用生命周期跟踪潜在客户和客户
* 使用 AI 代理自动化对话
* 与你的团队成员协作
![](https://assets2-proxy.respond.io/ph8r57dk1q9w/4iTWAYYVD61QHzqbeD72ft/7f02098423ae1ca477e638abaf07f750/onboarding_overview.png?fm=jpg&q=80&w=1200&fl=progressive)

## 步骤 1：连接频道以统一消息和通话

要开始，请将至少一个消息频道连接到你的工作区。 这意味着客户可以通过他们选择的平台联系你，你的团队可以在一个地方处理所有事务。

连接频道后：

* 客户消息会出现在你的 Inbox
* 你的团队可以在统一的工作区内回复
* 来自不同平台的对话会集中到一个地方
* 你还可以 [管理通话](https://respond.io/zh/help/workspace-settings/calls)（在支持的情况下）

> 查看我们的支持频道列表并了解如何设置它们，[这里](https://respond.io/zh/help/channels)。

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

## 步骤 2：了解生命周期如何将潜在买家转化为客户

一旦频道连接并开始接收对话，按联系人在销售流程所处阶段跟踪和组织他们会很有帮助。

生命周期可帮助你和你的团队：

* 从首次消息开始跟踪新潜在客户
* 识别高意向联系人
* 监控各阶段的转化进度
* 在报告模块查看销售管道的绩效
* 根据销售准备情况组织联系人

每个工作区都包含默认的生命周期阶段。 这使你能够立即开始跟踪联系人，无需额外设置。

如果你的销售流程不同，你可以通过添加或删除阶段来自定义生命周期。 点击 **自定义生命周期**，以使生命周期与销售漏斗对齐。

> 了解更多有关 [生命周期](https://respond.io/zh/help/workspace-settings/workspace-settings-lifecycle)。 

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

## 步骤 3：设置 AI 代理以减轻你的团队工作负载

现在你已连接频道并设置了与销售漏斗匹配的生命周期阶段，你可以引入自动化来处理对话。

为此，最适合的自动化是 AI 代理。 从全天候回复客户到将对话分配给其他代理或团队，AI 代理可以帮助你的团队减少人工工作并提升响应速度。

点击 **设置 AI 代理** 来创建你的第一个 AI 代理。

##  了解更多关于： 

* [开始使用 AI 代理](https://respond.io/zh/help/ai-agents/getting-started-with-ai-agents)
* [AI 代理操作](https://respond.io/zh/help/ai-agent-actions)
* [如何测试 AI 代理](https://respond.io/zh/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)

## 步骤 4：邀请团队成员协作处理聊天

你现在可以邀请其余团队成员了！ 这样你和团队就可以共享 Inbox 访问权限、分配对话并管理工作量分配。

添加新用户的方法如下：

1. 输入团队成员的电子邮件地址
2. 选择其访问级别（所有者、管理员或代理）
3. 点击 **邀请**
4. 系统将向他们发送邀请邮件。 他们必须点击邮件中的链接以接受邀请并获得对你工作区的访问权限。

如果你想撤销访问权限或编辑其访问级别，请在入职模块中点击 **配置工作区用户**。

> 了解更多有关 [添加新用户。](https://respond.io/zh/help/workspace-settings/users)

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

## 入职模块中的资源

在入职模块的右侧，你会看到一个资源列表。 该列表提供学习与支持的快捷方式。

资源列表包括：

* 关于如何使用 Inbox 模块的视频演练
* 联系支持团队的直接链接
* 与销售团队预约演示的链接
* 访问 respond.io 帮助中心
* 一系列 respond.io 教程视频
![](https://assets2-proxy.respond.io/ph8r57dk1q9w/1UmkqfBMtXgFILCe4oJ0p/fd046a30ad22d809f600c3a460e07917/onboarding-resources.png?fm=jpg&q=80&w=1200&fl=progressive)

## 后续步骤

恭喜你完成了在 respond.io 的入职旅程！ 你已可以正式开始大规模管理对话。

要保持势头，你可以：

* [设置 Inbox](https://respond.io/zh/help/inbox/getting-started-with-inbox) 以实现全渠道支持
* [优化你的 AI 代理提示](https://respond.io/zh/help/ai-agents/how-to-write-effective-ai-agent-prompts)
* [探索平台集成](https://respond.io/zh/help/integrations)

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## 

相关文章 :woman\_technologist：

* [术语表为了帮助用户更好地理解平台，以下是常用术语的定义。 ](/zh/help/quick-start/glossary-of-terms)
* [响应消息以下是如何以更有效率和更富有成效的方式回应联系人的一些快速提示。 ](/zh/help/quick-start/responding-to-messages)
* [自动欢迎和离开消息设置自动化欢迎和离开消息，以使用工作流模板立即响应联系人. ](/zh/help/quick-start/automating-your-first-response)
* [让联系人主动给您发送消息鼓励联系人通过QR码和聊天链接向您的企业发送信息。 ](/zh/help/quick-start/getting-contacts-to-message-you)
* [邀请您的团队成员邀请团队成员作为平台用户与他们合作。 ](/zh/help/quick-start/inviting-your-teammates)

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[联系客服支持](/zh/contact-us)

2026-05-29T10:14:01.645Z

help

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