Getting started
Getting Started
From creating an account to handling your first customer conversation.
This section takes you from nothing to a working RateUp setup.
The Path
Create an account — register, verify your email, and tell RateUp about your business.
Log in — with Google or email.
Connect a channel — a WhatsApp Business account or Instagram. Nothing works until one is live.
Invite your team — add people, set their permissions, and group them into teams.
Open the Inbox — where every customer conversation is handled.
Your First Week
Once the basics are in place, these are the highest-value things to set up next:
| Do this | Why |
|---|---|
| Quick replies | Stops your team retyping the same answers |
| Ice breakers | Deflects the three questions you get most |
| Labels and lifecycle stages | Makes filtering and reporting possible later |
| Templates | Approval takes time — start before you need them |
| Auto-close rules | Keeps the Inbox from filling with dead conversations |
Resist configuring everything at once. Get conversations flowing through the Inbox first — a week of real messages will tell you which automation is actually worth building.
Getting Help
- The book icon in the sidebar rail opens these docs in a new tab from wherever you are in the app
- The megaphone next to it lists What's new — every user-visible change, newest first. Read state is per browser, so it is unread again on a different machine
- Every section of these docs ends with Related Pages for the next step
- Most pages have a Troubleshooting table for the common failure modes
- If the Inbox is missing from your sidebar, it is a permissions or channel problem — see Accessing the Inbox