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Guides

Account Setup

Create your Safravo account, complete onboarding, and configure your workspace.

Create your account

Sign up

Visit app.safravo.com to sign up. You can register with email and password, Google, or Facebook OAuth.

If you register with email, a verification link is sent to your inbox. Verify your email to unlock all features.

Complete onboarding

After signing up, a short onboarding flow creates your first Workspace. Give it a name that reflects your brand or project — for example, Acme Support or Marketing Production.

Once onboarding is complete, you'll land on the dashboard at app.safravo.com/{workspace-slug}/dashboard.

Connect a channel

After your workspace is ready, connect a messaging channel. See WhatsApp Setup, Instagram Setup, or Messenger Setup.


Workspace settings

Access workspace settings from the Settings section in the left sidebar.

Inviting team members

Settings → Users — invite teammates by email and assign them a role.

RoleAccess
OwnerFull access including billing and workspace deletion. Assigned to the account creator.
AdminFull access to settings, channels, team management, and messaging. Cannot delete the workspace.
AgentAccess to Inbox and Contacts. Cannot access billing or developer settings.
ViewerRead-only access to Inbox and reports.

Invited members receive an email with a link to accept. Until accepted, their status shows as pending.

Developer settings

Settings → Developers — generate API keys and manage webhook endpoints. See Authentication and Webhooks.

Templates

Settings → Templates — create and manage WhatsApp message templates. See WhatsApp Templates.

Other settings

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