Quick Start

This guide walks you through your first few minutes in Kasbly after the DokanMazad setup flow from Create your account.

Video status

The final unlisted YouTube embed will be added here after storyboard approval, seeded-data preflight, low-resolution review, and the approved 1080p upload. Generated video files are not stored in the documentation repository.

1. Sign in. After signing in you land on your Dashboard — the home of your workspace, with lead metrics, recent conversations, and your deal pipeline.

   

   The Dashboard is your workspace home

   

   The Dashboard is your workspace home

2. Get your bearings. The left sidebar is your main navigation: Dashboard, Inbox, Contacts, a Growth group (Marketing, AI Agents, Analytics), and Settings at the bottom. The workspace switcher sits in the top-right.

3. Set up the essentials, in order:

   • Connect a channel so customers can reach you — open AI Agents → Connect channels and pick a channel. See Connect a channel.
   • Configure your AI agent so it answers the way you want. See Your AI agent.
   • Add your contacts, or let them build up as people message you. See Contacts.

   

   Settings lives at the bottom of the sidebar

   

   Settings lives at the bottom of the sidebar

4. Watch it work. Once a channel is connected, incoming messages appear in the Inbox. Your agent responds automatically, and you can step in whenever you like.

Tip

Invite teammates and set their permissions from Settings → Users and Settings → Teams. See Your workspace & team.

Transcript draft

“Welcome to Kasbly. In this quick start, you’ll see the fastest path from a ready DokanMazad workspace to your first customer conversation. The Dashboard gives you a quick read on leads, recent conversations, and work that needs attention today. The left sidebar is your map: Dashboard, Inbox, Contacts, Growth tools, AI Agents, and Settings. Start with AI Agents to shape how Kasbly talks to customers and where it can respond. Connect a channel so customers have a place to reach your agent, then review the agent persona, tone, knowledge, and instructions. Contacts keeps customer context organized across channels. Inbox brings every conversation into one workspace so the AI can respond automatically while your team steps in when needed. Settings holds teammates, roles, integrations, and organization controls. Return to Dashboard anytime to see workspace health and what needs attention next.”

Related videos

See the full Video tutorials hub for the current publishing status and the planned docs placement map.