respond.io onboarding
Learn respond.io, the calm way.
A short series for your whole team: owners, managers and agents alike. It takes you from first login to confidently handling every customer conversation. Work through it in order, follow the written steps, and go at your own pace.
Inbox
How this series works
Six lessons. One step at a time.
Each lesson pairs a short, official respond.io walkthrough with a written guide you can come back to anytime. There is no prior experience needed. Start at Lesson 01 and use the Next button at the end of each page to move through the series in order.
The first three lessons are the foundations every team member needs. The last three level you up: faster replies, working with your AI teammate, and reading the numbers. Each lesson has its own link, so you can share any single one with a colleague.
- Read in order. Each lesson builds on the one before. Lesson 02 makes more sense once you have done Lesson 01.
- Watch, then do. Play the video, then follow the written steps in your own account as you go.
- Mark your progress. Tick each lesson complete and your place is saved on this page.
- Keep the cheat sheet close. One page with every shortcut and action, ready to print.
The curriculum
Your respond.io lessons.
Everything your team needs to run day to day, from first login to managing the numbers.
Foundations
The basics every team member needs before handling a single chat.
Set up your account and workspace
First-time configuration. Get your own settings right, then see how the workspace, channels and team fit together.
Master the Inbox
Your day-to-day home for reading, replying to and organising every customer conversation.
Work from your phone
Handle live conversations from the mobile app so your team can reply and manage chats from anywhere.
Level up
Three lessons that make the team faster and the manager better informed.
Snippets, variables and AI Assist
The biggest daily time-saver. Send consistent replies in a couple of keystrokes and let AI help you draft.
Working with your AI teammate
Your setup includes an AI agent that handles chats around the clock. Learn its guardrails and how to take over.
Know your numbers
A manager's tour of Reports: response times, conversations handled, team performance and where leads come from.
The cheat sheet
One page with every shortcut and action. Print it and keep it by the desk.
Going further
When the basics click.
These are the next areas worth exploring. They open respond.io's official guides, and your Zelix team can walk you through any of them.
Contacts
Organise customer records, fields and segments so the right information is always at hand.
Channels
Connect WhatsApp, Instagram, Messenger, email and web chat into one shared inbox.
Reports and analytics
Track response times, conversations and team performance to see what is working.