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