Onboarding in EasyBusy Chats

This article covers getting started with the EasyBusy Chats omnichannel platform: registering with the service, logging in, creating a company, and setting up users.

Registration

To register with EasyBusy Chats, go to the registration page and log in via Google, or use standard registration (login/password) by following the steps below:

1. Enter the email address that will be linked to your account;
2. Create a password and confirm it;
3. Enter your first and last name;
4. Enter your phone number;
5. Check the box next to “I agree to the Terms of Service”;
6. Click “Register”;

A confirmation email will be sent to the email address you provided during registration.

7. In the email you received, click “Confirm”;

After this, you will be redirected to the login page:

8. Enter your credentials (email and password);
9. Click “Sign In”.

You should now find yourself in the Console, where you can manage your Companies.

Creating a Company

A Company is your organization’s account in the system, uniting all related data: users, settings, chat integrations, tasks, calendar, and so on. Each company has its own data space, isolated from other companies in the system.

To create a new Company, follow these steps in the Console:

1. Click “Add”;

2. Enter your company’s name;
3. Click “Send”.

Wait for the creation process to finish before continuing to work in the system. You should see the message “Company created.”

After creating a company, you’ll have access to a free trial period. If you’ve already paid for a subscription — let the manager know the email address you used to register the company so they can assign the paid plan. If you haven’t made a payment yet — you can do so through the Subscription section.

Adding, Editing, and Deleting Users

To invite new users, open the Control Panel for your company, then:

1. Select “Users”;
2. Click “Send an invitation”;

3. Enter the first and last name of the user you want to add;
4. Enter the email address the invitation will be sent to;
5. Choose a role (Administrator/User):

• Administrator — can change company settings, add users, connect integrations, etc.;
• User — can use Chats and other modules.

6. Click “Send”.

Users who haven’t yet accepted the invitation will have a red avatar in the list.

Once a user accepts the invitation, their avatar changes to gray.

Users will also receive login credentials along with the invitation in the email.

Editing and Deleting

To edit a user’s permissions or remove them from the Company:

1. Click the settings icon (gear) next to the desired user;

2. To edit the role, click the dropdown list under the email address and select the desired role;
3. Click “Save”.

You can also remove a user — to do this, simply click the trash icon and confirm the action.