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Quickstart: launch OXVO in one hour

This quickstart is for workspace administrators launching OXVO for the first time.

Before you start​

  • You can sign in as a workspace administrator.
  • You have access to at least one customer channel (website, email, social, or API).
  • You know who should be assigned as initial agents.

Step 1: Create your workspace baseline​

  1. Open Settings.
  2. Set workspace name, timezone, and locale defaults.
  3. Confirm account profile and notification defaults.

Open directly: Open Workspace Settings

Continue: Create your workspace baseline

Step 2: Set up your first Inbox​

  1. Go to Settings → Integrations → Channels.
  2. Choose one channel type.
  3. Complete channel authentication and save.
  4. Add at least one agent to the inbox.

Open directly: Open Channels

Continue: Set up your first Inbox

Step 3: Invite teammates and set roles​

  1. Invite admins and agents.
  2. Create teams for routing.
  3. If enabled in your plan, define custom roles for least-privilege access.

Open directly: Open Team Management

Continue: Invite teammates and set roles

Step 4: Configure routing and daily workflows​

  1. Add tags and canned replies.
  2. Create one macro for repeat tasks.
  3. Add one automation rule for triage.

Continue: Assignment and automation model

Step 5: Install the OXVO Sessions snippet​

  1. Open Session Replay in the main sidebar.
  2. Complete capture installation instructions.
  3. Verify a test session appears.

Open directly: Open Sessions Install Tracker

Continue: Install OXVO Sessions capture

Step 6: Verify session capture and access controls​

  1. Enforce strong authentication settings.
  2. Enable MFA and configure SSO if available in your workspace.
  3. Confirm masking and retention settings for Sessions.

Open directly: Open Security Settings

Continue: Authentication and access controls

Tip: Run this quickstart with a test user and a real internal workflow (for example, one support conversation plus one replay investigation) before inviting the full team.

📷 Image (optional): First-Hour Setup Checklist
Why: Gives admins a visual checklist for launch-day tasks and sequencing.
File: docs/images/quickstart-first-hour-checklist.png
AI prompt: "Clean product documentation screenshot style checklist dashboard for OXVO onboarding, modern SaaS UI with neutral grays and primary accent, sections for Workspace, Inboxes, Roles, Automations, Sessions, Security, realistic labels and synthetic names like Acme and Jane Doe, no third-party logos, 1600x1000, high contrast, crisp typography."