Getting Started
Foundational setup guides for launching Sookly operations.
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Sookly documentation and setup guides
Practical docs for admins, agents, and developers. Start with category guides or search by article title.
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Browse by workflow
Channels
Connect and validate inbound conversation channels.
Open categoryAgent Workflow
Daily conversation handling and assignment best practices.
Open categoryAutomation
Route and tag conversations with practical automation rules.
Open categoryIntegrations
Connect Sookly to external team tools.
Open categoryDeveloper
Webhook and technical integration documentation.
Open categoryTroubleshooting
Fix common setup and configuration issues quickly.
Open categoryFeatured
Launch-critical guides
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Getting started with Sookly
Launch Sookly with a production-ready workspace, inbox, and first routing checks.
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Connect website live chat widget
Install and verify the website widget so visitor messages reach your Sookly inbox.
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Manage conversations and assignments
Use assignment and status workflows to keep every conversation owned and moving.
Read articleP0
Set up automation basics
Build practical first automation rules to reduce manual triage and routing effort.
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Integrate Slack
Connect Slack so your team receives actionable conversation updates in real time.
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Set up webhooks
Send Sookly conversation events to external systems through secure endpoints.
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Troubleshoot common setup issues
Use a repeatable diagnosis flow to resolve launch blockers across channels and integrations.
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Find setup steps quickly
Getting Started
Getting started with Sookly
Launch Sookly with a production-ready workspace, inbox, and first routing checks.
Read articleGetting Started
Create your first inbox
Set up an inbox that routes new conversations to the right team.
Read articleGetting Started
Add teammates and set roles
Invite teammates and assign least-privilege roles for daily operations.
Read articleChannels
Connect website live chat widget
Install and verify the website widget so visitor messages reach your Sookly inbox.
Read articleChannels
Connect email channel
Connect your support mailbox so incoming emails are handled as Sookly conversations.
Read articleAgent Workflow
Manage conversations and assignments
Use assignment and status workflows to keep every conversation owned and moving.
Read articleAgent Workflow
Use canned responses
Create reusable replies that improve speed without sacrificing consistency.
Read articleAgent Workflow
Set business hours and availability
Set clear service windows and after-hours behavior to match real team coverage.
Read articleAutomation
Set up automation basics
Build practical first automation rules to reduce manual triage and routing effort.
Read articleIntegrations
Integrate Slack
Connect Slack so your team receives actionable conversation updates in real time.
Read articleDeveloper
Set up webhooks
Send Sookly conversation events to external systems through secure endpoints.
Read articleTroubleshooting
Troubleshoot common setup issues
Use a repeatable diagnosis flow to resolve launch blockers across channels and integrations.
Read article