> ## Documentation Index > Fetch the complete documentation index at: https://smerio.com/docs/llms.txt > Use this file to discover all available pages before exploring further. # Get started with your workspace > Choose Inbox or API integration, save your setup and return to the next step. Select the Smerio logo or open **Menu → Getting started** to choose a starting point and resume your setup. Your company details, channel drafts and starting point stay with the workspace when you leave and return. ## Choose your path * **Use Inbox** to work with conversations in the Hub. You do not need an API key or webhook to use Inbox. * **Integrate the API** to prepare your application. This adds test API access and an application/webhook draft to the checklist. Choose **RCS** or **SMS & MMS** from **Channel**. SMS and MMS share one phone-number setup. Switching paths changes the checklist. It does not change an active connection or discard saved drafts. Administrators can save the shared starting point. Members can review progress and open the Inbox. ![Compact Inbox with synthetic contacts and reply controls](https://mintcdn.com/smerio/nw8-gnj58pFHATCG/images/inbox/desktop.png?fit=max\&auto=format\&n=nw8-gnj58pFHATCG\&q=85\&s=9f9c643979a867c201ff040bd04ddfef) ## Add your company Enter your company name, website and workspace type, then select **Save and continue**. Your personal phone number and email tips are optional. Review the communication choices next to those fields before saving. A saved company profile lets you open your workspace. To create an RCS test sender immediately, select the separate test-sender choice. To invite your own phone and explore the demo, also give the explicit RCS test permission. Email and RCS marketing permissions remain separate and optional. Smerio prepares a provisional sender from your website and requests a testing invitation for your consented phone. Accept it in Messages. A welcome menu can then arrive once the connection and account sending access are ready. Website test senders cannot launch to production. If creation needs attention, your company remains saved and you can continue from [Channels → RCS](https://smerio.com/docs/channels/rcs-setup.md). You can skip sender creation and return later. A saved sender opens through **Open your RCS test sender**. ![Onboarding with separate test and marketing choices](https://mintcdn.com/smerio/k_8l2hO0egyh6_sE/images/rcs-demo/onboarding-desktop.jpg?fit=max\&auto=format\&n=k_8l2hO0egyh6_sE\&q=85\&s=4ec5e2ce91dc48b6d62cfe8b46dc87a0) ## Prepare a channel For **RCS**, open [Channels → RCS](https://smerio.com/docs/channels/rcs-setup.md) to register the brand, select test devices and review destination requirements. For **SMS & MMS**, open [the shared number setup](https://smerio.com/docs/channels/sms-mms-setup.md) to choose your own number or a Smerio-provided number and save your preferences. **Draft saved** means the information is stored. It does not buy, reserve or connect a number, submit a sender for approval or activate replies. Channel activation is separate from saving setup. ## API access The API path shows whether the workspace has an unexpired, non-revoked test key. **Test key issued** does not verify that your application uses the right scopes or sends successfully. Administrators can create, review and revoke scoped test keys in [Menu → API access](https://smerio.com/docs/workspace/api-access.md). Inspect `POST /api/management/keys` in the [current API contract](https://smerio.com/hub/openapi.json). It requires a human administrator session. Keep secrets outside screenshots, source control and support messages. Save the application name and webhook preferences in **Workspace settings**. **Draft saved** confirms storage only: webhook delivery is not connected. Use [channel plans](https://smerio.com/docs/messaging/channel-plans.md) to prepare rich messages and explicit fallback content. ## Explore a conversation Open [Inbox](https://smerio.com/docs/workspace/inbox.md) to inspect messages, contact details and delivery history. **New test conversation** creates a clearly marked example. Only test conversations offer generated incoming replies and simulated delivery outcomes. **Inbox example completed** records a saved example; it does not indicate phone delivery or activate a sender. Real RCS demo replies appear in Inbox separately from simulated examples. Invitation acceptance, queued messages and delivery receipts are distinct states. A queued welcome does not prove delivery to your phone. > **Onboarding choices on mobile** > > ![Optional test sender and RCS test consent on mobile](https://mintcdn.com/smerio/k_8l2hO0egyh6_sE/images/rcs-demo/onboarding-mobile.jpg?fit=max\&auto=format\&n=k_8l2hO0egyh6_sE\&q=85\&s=e64bf25ab48a2dca041c794541f17d1d) Team invitations are optional. They are available only in an active Clerk organization and require an administrator. See the illustrated [invitation and team guide](https://smerio.com/docs/workspace/permissions.md#invite-colleagues). You can skip them and return later. ## Resume and review Return to **Getting started** or select **Refresh progress** to read the current saved state. If another session changed your starting point, refresh before trying again. Smerio does not overwrite the newer choice silently. A loading or error message does not mean your existing setup was lost. ![Saved starting point on mobile](https://mintcdn.com/smerio/nq_aNcK53Bddtdxf/images/getting-started/mobile-saved.jpg?fit=max\&auto=format\&n=nq_aNcK53Bddtdxf\&q=85\&s=bcb7ef1c22eb302776ebbb9327db59b0) Expand **Before going live** to review sender approval, outgoing messages, incoming replies, webhook delivery, and costs/coverage separately. These remain pending until the corresponding connection and operational checks are complete. A saved draft, a key or an Inbox example never marks live messaging ready. > [!NOTE] > > Screenshots show running local software with synthetic data, captured on 23 September and 1 October 2026. They demonstrate the test workflow, not hosted sign-in, real invitations, provider activation or phone delivery. The technical capture manifest is maintained with this guide. ![Getting started showing a saved company profile and an active RCS test connection](https://mintcdn.com/smerio/F7ZMA87puZmzr-A-/images/inbox-sinch/onboarding.jpg?fit=max\&auto=format\&n=F7ZMA87puZmzr-A-\&q=85\&s=9475a7e1eca850ae622f619e52e1c698) Connected test sender with production requirements still pending, shown with synthetic workspace data. This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.