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Getting started

Get started with Ricky

Create your account, connect a channel, get your first message and invite your team.

This guide covers what you need to serve your customers from Ricky on day one.

Casa Nativa demo screen: inbox

Demo organization: Casa Nativa. Interface shown in Spanish.

1. Create your account

Go to Create account. Enter your name, your email, a password and your business name, or continue with Google. Ricky creates your workspace instantly and opens the channels screen.

You get a 14-day trial with no card required. The top bar shows how many days are left.

2. Connect a channel

Pick one:

A Meta window opens where you choose your number or your account. When you finish, the channel appears in the list.

3. Get your first message

  1. From another phone, send a message to your connected number or account.
  2. Open Conversations.
  3. The conversation shows up in the list within seconds. Open it and reply from Ricky.

4. Invite your team

In Settings, under Team, enter each person's email and choose their role. Each invitee gets a link by email and joins the same inbox.

5. Choose your plan

Before the trial ends, choose a plan in Settings and complete the payment. If the trial ends without a plan, Ricky keeps your channels and conversations and resumes service as soon as you pay.

Next step

When you want Ricky to reply on its own, set up an agent and add Hand off to an AI agent in a workflow for the channel. You can also pause the AI and reply manually.

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