First Login Checklist
Use this checklist when a new account or new team starts using Teloring.
1. Sign in
Open the Teloring app URL provided by your account admin and sign in with your email and password. If two-factor authentication is enabled, complete the verification step before entering the workspace.
After login, confirm that you can see the correct account name and your own agent profile in the sidebar footer.
2. Review your profile
Open your profile from the sidebar footer.
Check:
| Field | Why it matters |
|---|---|
| Name | This is shown in internal views and can appear in customer-facing contexts depending on the channel. |
| Used for login and account identification. | |
| Phone | Used by some notification and verification workflows. |
| Language | Controls your default workspace language. |
| Personal API token | For advanced users who need API access tied to their own permissions. |
3. Confirm your role
Your role controls which pages and actions are available.
| Role | Typical access |
|---|---|
| Agent | Conversations, customers, profile, daily support tools. |
| Admin | Agent management, settings, inbox setup, audit log, billing, and account configuration. |
| Supervisor | Reporting and team monitoring areas where enabled. |
If a page is missing from your sidebar, your role may not include that permission or the feature may not be enabled for the account.
4. Connect at least one inbox
Admins should open My Ring and connect the first customer channel before agents begin work.
Recommended first setup:
| Team need | Start with |
|---|---|
| Fast support launch | Live Chat or Email |
| WhatsApp-first support | WhatsApp inbox |
| Social support | Messenger, Instagram DM, Facebook Page, or Instagram Posts |
| Phone support | Voice inbox |
| Developer-led integration | API inbox |
5. Add agents
Admins should open Agents and add the team members who will handle conversations. For each agent, confirm the email, role, active state, and language.
6. Prepare common replies
Open Quick Replies and create reusable snippets for common answers, such as opening hours, shipping policy, appointment instructions, or escalation text.
7. Optional: enable AI and Knowledge Base
If your account uses AI Copilot or RAG answers, open AI World and Knowledge Base.
Prepare:
| Item | Purpose |
|---|---|
| AI feature toggles | Control which AI features are available to agents. |
| Knowledge bases | Store approved source material for AI answers. |
| Copilot selection | Let agents choose the right knowledge base for a conversation. |
8. Optional: create the first Studio flow
Open Studio when you are ready to automate part of the customer journey. Start with a small flow, such as:
- Incoming message trigger.
- Reply message action.
- Condition that checks the customer's answer.
- Assign conversation or end session action.
Publish only after testing the flow with a demo conversation.