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Quickstart: launch OXVO Console

This quickstart is for workspace administrators launching OXVO Console 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 Console → 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 → Channels.
  2. Select Add Inbox.
  3. Choose one channel type and select Connect.
  4. Complete channel authentication and save.
  5. 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 Console 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.

Console launch checklist