First-Time Setup Checklist

VIDEO GUIDE:

This checklist helps you complete the essential setup steps in DMLY so you can start messaging customers, automating responses, and managing conversations effectively.

Follow the steps in order for the best experience.

✅ Step 1: Create Your Account

• Sign up at https://dmly.io/

• Verify your email address

• Log in to your DMLY dashboard

✔ Required to access the platform

✅ Step 2: Create a Workspace

• Set up your first workspace (business, brand, or department)

• Confirm the workspace name and settings

✔ All data, channels, and conversations live inside a workspace

✅ Step 3: Assign User Roles

• Review available roles (Owner, Administrator, Staff)

• Apply granular access restrictions if needed

• Assign workspace access to each team member

✔ Ensures secure and organized access control

✅ Step 4: Connect Your First Channel

• Navigate to Channels & Connections

• Choose a supported channel (WhatsApp, Instagram, Messenger, Telegram, Live Chat)

• Complete the authorization process

✔ Enables you to send and receive messages

✅ Step 5: Add Team Members

• Invite team members by email

• Assign roles and workspaces

• Confirm invitations are accepted

✔ Allows your team to collaborate in the inbox

✅ Step 6: Set Up Basic Automations

• Create a welcome message or auto-reply

• Configure keyword or default reply triggers

• Test automation responses

✔ Ensures customers receive instant replies

✅ Step 7: Import or Create Contacts

• Add contacts manually or import via CSV

• Apply tags for organization

• Review contact details

✔ Prepares your contact list for messaging and broadcasts

✅ Step 8: Review Inbox & Conversation Flow

• Send a test message

• Confirm messages appear in the Team Inbox

• Assign a conversation to an agent

✔ Confirms your messaging setup is working

✅ Step 9: Configure Notifications

• Enable email or in-app notifications

• Set notification preferences for new messages

✔ Helps you respond faster to customers

✅ Step 10: Review Billing & Subscription

• Confirm your active plan

• Add or verify payment details if required

• Understand plan limits and features

✔ Prevents service interruptions

🎯 Setup Complete

Once all steps are completed, your DMLY workspace is fully set up and ready for daily use.

You can now:

• Manage conversations from one inbox

• Automate customer interactions

• Send broadcasts

• Monitor performance with reports