Getting started
Getting started with Spjallbox
From creating your account to resolving your first case — get your team up and running on the same day, in five simple steps.
Reading time · 6 min read
Spjallbox brings email, live chat, social messages and forms into one shared inbox, and AI helps your team reply faster. This page walks through the order we recommend setting things up in.
1. Set up your workspace
When you create an account, a new organization is created automatically and you become its owner. Your first sign-in takes you straight to the inbox — it starts out empty, which is completely normal.
Where are the settings?
All the main organization settings live under Settings (for admins) — Email, Chat widget, Automation, Integrations, Developers and Branding each have their own tab there.
2. Invite your team
- 1
Go to Team
You’ll find Team in the main navigation — it lists every teammate and their status.
- 2
Invite colleagues by email
Choose their role at the same time: Admin, Agent or Viewer. The invite is sent by email with a link to set a password.
- 3
Split into teams if needed
If more than one department handles requests (e.g. sales and support), create separate teams and route requests to the right one automatically later with rules.
Roles at a glance
Owner has full rights and is the only role that can grant ownership to someone else. Admin can access every setting and billing. Agent replies to cases but cannot see organization settings. Viewer can browse but not reply or take action.
3. Connect at least one channel
Requests can arrive through many channels, but most companies start with one or two. Pick whichever fits you best — detailed guides live on their own pages:
Chat widget on your site
One line of code on your website — see "The chat widget on your site".
Register an address on the Spjallbox domain in seconds — see "Email and mailboxes".
Social channels
WhatsApp, Instagram, Messenger or Slack — see "Social channels and Slack".
4. Fill in the knowledge base (highly recommended)
Before the AI can write good reply drafts, it needs sources. Go to Knowledge base and write a handful of articles about your most common questions — delivery times, returns, pricing, opening hours. It takes 20–30 minutes and pays off in the very first replies.
5. Handle your first case
- 1
Send a test request
Send yourself an email or chat message through whichever channel you connected to see how it looks in the inbox.
- 2
Check the draft reply
If AI is enabled, a draft appears the moment the request arrives — with citations back to your knowledge base.
- 3
Edit and approve
Tweak the wording if needed and click "Approve and send". Nothing goes out without your confirmation unless you turn on automatic replies.
Click the question mark icon at the top of the app at any time to see keyboard shortcuts and quick tips without leaving the page you’re on.
Launch checklist
- Your team is invited with the right roles
- At least one channel is connected (chat widget, email or a social channel)
- A few articles are in the knowledge base
- Your logo and colour are set up in email branding
- Business hours and after-hours auto-replies are set on the chat widget
- Auto-assign or routing rules are enabled if your team is bigger than two
Do I need to connect every channel right away?+
No. Most companies start with a chat widget or email and add social channels and integrations as they need them.
Does the AI handle everything by itself?+
Only if you specifically turn on automatic replies. By default it prepares drafts that an agent reviews and approves before they’re sent.
Can I change someone’s role later?+
Yes — go to Team, select the person, and change their role at any time.