Quick start

Setting up your workspace

Updated August 19, 20261 min read

A workspace is your company's account in Chato — channels, chats, team, and settings all belong to it.

How billing works

Unlike a single plan for the whole account, in Chato you pay for each connected channel separately, and each channel has its own plan. For example, you can keep WhatsApp on MAX (no limit on conversations) and Instagram — where you get fewer inquiries — on a simpler plan. Manage a channel's plan in Channels → the channel → Plan. More in Account & billing.

Employee roles

  • Owner — one per workspace, full access including billing and deleting the account. Usually whoever registered the company.
  • Admin — full access to channels, chats, and team settings, except deleting the workspace itself.
  • Manager — access to chats and channels, without account settings or billing.

Invite a teammate and assign a role in Settings → Team. More on roles and distributing chats in Inbox & team.

What's next

Check out Channels to connect WhatsApp, Instagram, or another messenger.