Getting Started
Set up your AxoDesk workspace, add teammates, connect your first channel, configure inbox settings, and prepare your team for launch. This comprehensive getting started guide walks you through every step of account creation, workspace optimization, and initial channel routing. We recommend setting up custom tags and routing rules early in the process to keep conversations organized from day one. You will also learn how to configure business hours, customize notifications, and integrate basic contact attributes. Our onboarding resources are designed to get your support agents and sales teams up and running in under fifteen minutes, ensuring a smooth, secure launch that protects your customer response times and optimizes internal workflows. Learn how to invite users, assign roles, and test message delivery before opening your queues to live customer chats.
Account Setup
Create account, configure inbox, and invite team
Create Your AxoDesk Account
Sign up, verify your email, create your first workspace, invite teammates, and complete guided onboarding steps for AxoDesk.
Configure Your Inbox
Customize inbox views, notification settings, labels, assignment rules, business hours, and saved views for a cleaner team workflow.
Invite and Manage Team Members
Add agents to your AxoDesk workspace, assign roles, create teams, set availability, and manage permissions for secure collaboration.
Help Center Reference Guidelines
Welcome to the AxoDesk official help documentation hub. The guides, tutorials, and API reference resources compiled in this category section are specifically designed to help your team leverage our CRM and omnichannel messaging capabilities to their fullest potential. Every article is verified by our customer success engineering group for technical accuracy, security compliance, and platform alignment across all major chat protocols.
When configuring these systems, always verify that your current client configuration matches our active endpoint schema. To prevent rate-limiting delays, connection dropouts, or message failure alerts, we recommend reviewing system variables, security credentials, and webhooks mapping configurations prior to live deployments. If you experience service interruptions, require custom webhook integrations, or need help mapping specific fields, please consult our developer guide or contact the technical support team.
Our docs are constantly updated as new CRM functions, team inbox controls, AI auto-replies, and WhatsApp API rules evolve. Please check back often or subscribe to the AxoDesk changelog to get notifications of platform updates.