What you'll achieve
Your workspace has a trustworthy setup status and your team can return to unfinished work without a dead end.
Open or resume setup
Owners and admins can open Setup Center from the setup banner on Dashboard or the checklist action in the workspace top bar. The link preserves the current workspace route so opening setup does not discard a selected Conversation or settings detail.
Minimize the panel when you want to keep working. Hide it when you do not want a reminder. The top bar remains the per-member way to reopen it later.
A dash in a category checkbox means some checks are complete. A checkmark means the category is complete. Open additional settings in any order or choose Import existing conversations to start a migration.
Complete the first verified Conversation
- Connect one active channel and confirm that it routes to an Inbox.
- Use a synthetic customer message to verify that the Conversation was received.
- Reply from the Conversation composer and wait for the delivery state to be sent.
- Resolve that same Conversation. Setup Center checks the received message, delivered reply and resolution together rather than combining unrelated Conversations.
- The step is complete only while that same Conversation is resolved or closed. Reopening it returns the step to an unfinished state until the work is resolved again.
Treat optional categories as real checks
Migration becomes applicable only when you choose a source. A migration check is green only after a clean completed run with no failed objects and complete Inbox mappings.
Knowledge requires a reviewed source with an allowed use and a ready index. Assist requires an AI draft with an explicit human review decision. Procedures require a published version and a successful runtime test.
These checks are based on backend evidence and can refresh after the underlying result changes. They never claim completion merely because an editor or workspace surface was opened.