> For the complete documentation index, see [llms.txt](https://imbrace.gitbook.io/imbrace-documentation/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://imbrace.gitbook.io/imbrace-documentation/onboarding-guide.md).

# Onboarding Guide

This guide walks you through setting up iMBrace for your organisation, from inviting your team to connecting channels and preparing your first customer conversations. Follow the steps in order, as later steps depend on earlier ones.

### **Before You Begin**

Make sure you have:

* An iMBrace account with admin access.
* Login details for the channels you plan to connect, such as WhatsApp, Facebook or LINE.
* A list of the people and teams you want to add.

### **Setup Steps**

**Step 1: Get to know iMBrace**\
Learn the main navigation and key areas of the platform. See [General](/imbrace-documentation/onboarding-guide/general.md).

**Step 2: Set up your people**

1. [Invite Organization Members](/imbrace-documentation/onboarding-guide/invite-organization-members.md) — add users to your organisation.
2. [Add Teams and Team Crew](/imbrace-documentation/onboarding-guide/add-teams-and-team-crew.md) — group members into teams that handle conversations.
3. [Assign Access Control](/imbrace-documentation/onboarding-guide/assign-access-control.md) — control what each member can see and do.

**Step 3: Connect with your customers**

1. [Connect Channels](/imbrace-documentation/onboarding-guide/connect-channels.md) — link the messaging channels your customers use.
2. [Set Up Conversation Template](/imbrace-documentation/onboarding-guide/set-up-conversation-template.md) — save replies your team can insert into conversations.

**Step 4: Automate and organise**

1. [Set Up Workflows](/imbrace-documentation/onboarding-guide/set-up-workflows.md) — automate how messages and tasks are handled.
2. [Set up Data Boards](/imbrace-documentation/onboarding-guide/set-up-data-boards.md) — store and manage customer and business records.

**Step 5: Secure and integrate**

1. [Set up Guardrail Provider](/imbrace-documentation/onboarding-guide/set-up-guardrail-provider.md) — apply safety controls to AI responses.
2. [External Tokens](/imbrace-documentation/onboarding-guide/generate-external-tokens.md) — connect iMBrace with external services.

**Step 6: Stay informed**

1. [Notifications](/imbrace-documentation/onboarding-guide/notifications.md) — make sure your team receives alerts for new conversations.
2. [How To Find Support](/imbrace-documentation/onboarding-guide/how-to-find-support.md) — get help when you need it.

> **Tip:** You don't need to complete every step on day one. At minimum, invite your members, add a team, connect one channel and turn on notifications. Your team can then start handling conversations while you set up the rest.