Set up a YS Desk workspace and prepare it for handling customer conversations.
Workspace onboarding guides you through the initial configuration required to move from a newly created workspace to a working support environment. The process covers workspace information, domain configuration, communication channels, Web Chat installation, team members, automation, and the final transition to the YS Desk inbox.
The onboarding flow is divided into seven steps. Each step focuses on a specific part of the initial workspace setup and links to a dedicated page with detailed instructions.
Onboarding Flow
The complete onboarding process follows this sequence:
Step 1
Welcome & Objective Selection
↓
Step 2
Workspace Setup & Domain Configuration
↓
Step 3
Channel Connection
↓
Step 4
Web Chat Installation
↓
Step 5
Team Member Invitation
↓
Step 6
Automation Setup
↓
Step 7
Completion & Inbox Handoff
Each step builds on the configuration completed in the previous step.
Before You Start
Before beginning workspace onboarding, make sure you can access YS Desk and have the information required to configure the workspace and connect your customer-facing channels.
You should be prepared to provide your workspace information, website or domain details, and any team or integration information required during setup.
The exact fields and available options may depend on the current workspace configuration and enabled features.
What You Configure
During onboarding, you configure the core elements required for a working YS Desk workspace:
Workspace
Set up the basic workspace information and initial workspace configuration.
Domain
Configure the website or domains associated with the workspace where applicable.
Channels
Connect the communication channels that will be used to receive customer interactions.
Web Chat
Configure and install the YS Desk Web Chat experience when Web Chat is part of the workspace setup.
Team Members
Invite the people who will manage customer conversations from the workspace.
Automation
Configure the available automation options required for the initial support workflow.
Inbox Handoff
Complete onboarding and move into the YS Desk workspace where conversations can be managed.
Onboarding Steps
Step 1 — Welcome & Objective Selection
Choose the initial objective for the workspace and begin the onboarding process.
[Go to Step 1 — Welcome & Objective Selection]
Step 2 — Workspace Setup & Domain Configuration
Enter the workspace information and configure the website or domain details required for the workspace.
[Go to Step 2 — Workspace Setup & Domain Configuration]
Step 3 — Channel Connection
Connect and configure the communication channel that will be used for customer interactions.
[Go to Step 3 — Channel Connection]
Step 4 — Web Chat Installation
Install the Web Chat experience on the website and verify that the customer-facing chat is available.
[Go to Step 4 — Web Chat Installation]
Step 5 — Team Member Invitation
Invite team members who will manage conversations and support customers from the workspace.
[Go to Step 5 — Team Member Invitation]
Step 6 — Automation Setup
Configure the available automation settings for the initial workspace workflow.
[Go to Step 6 — Automation Setup]
Step 7 — Completion & Inbox Handoff
Complete the onboarding process and continue to the YS Desk workspace for conversation management.
[Go to Step 7 — Completion & Inbox Handoff]
After Onboarding
After completing onboarding, continue with the workspace configuration required for day-to-day operation.
Use [Post-Onboarding Workspace Management] to configure:
- Company Profile & Identity
- Language & Regional Formatting
For customer-facing Web Chat integration, continue with [Web Chat].
For the fastest working Web Chat integration, see [Quickstart — 5-Minute Live Chat Integration].
Need Help?
Email: support@ysdesk.com
Documentation: https://docs.ysplugins.com/ys-desk