Quick start: set up your workspace

Connect at least one source of conversations. Email forwarding is the fastest: Lunadesk gives you a forwarding address, you add it to your existing support mailbox, done. Marketplace connections (Amazon, Walmart, eBay, TikTok Shop) and Shopify take a few minutes more.

Invite each agent by email and choose a role:

• Owner / Admin — full access, including channels, billing and the help center.
• Agent — works the inbox: read, reply, assign, resolve.

Send a test email to your connected address. The ticket appears in the Inbox within seconds. Open it and try:

• Reply — your answer is delivered back on the original channel.
• Internal note — visible to your team only, never to the customer.
• Assign — give the ticket to a teammate.
• Status — move it from Open to Pending or Resolved.

Create a Live chat widget channel, copy the snippet and paste it into your site's HTML. Visitors get a chat launcher; their messages arrive as tickets like everything else.

• Turn on the auto-responder so customers get an instant acknowledgement.
• Write your first help center articles and publish the site.
• Set your brand profile so AI drafts sound like you.