Getting started with ConnectBetter
Set up your workspace, connect a channel, and start replying to customers in one shared inbox.
Last updated May 27, 2026
ConnectBetter brings every customer conversation — Messenger, Instagram, WhatsApp, Telegram, email, and live chat — into one shared inbox your whole team works from. This guide is the fastest path from a brand-new workspace to your first reply.
Before you begin
- You'll need to be an Admin to connect channels and invite teammates. The person who created the workspace is an admin by default.
- Have at least one channel ready to connect — for example, a Facebook Page you manage or the email account your customers already write to.
1. Connect your first channel
This is the only required step — without a channel, there are no conversations to work.
- Sign in at app.connectbetter.co.
- Go to Settings → Channels.
- Pick a channel under Available now and follow its setup steps.
Each channel has its own short guide:
- Connect Facebook Messenger
- Connect Instagram DMs
- Connect WhatsApp
- Connect Telegram
- Connect an email inbox
- Add live chat to your website
See Connecting a channel for the big picture.
2. Invite your team
Bring in the people who'll answer messages. Go to Settings → Members, add their email addresses, and choose a role. See Invite your team and assign roles.
3. Open the inbox and reply
Once a channel is connected, new messages land in the Inbox. Open a conversation, claim it, and reply.
Recommended next steps
- Turn on two-factor authentication to protect your account — see Set up two-factor authentication.
- Set your language, theme, and notifications from your account settings.
Need help?
Stuck on any step? Email help@connectbetter.co and we'll help you get set up.