Quickstart

Here’s how to get you up and running in just a few steps

This quickstart guide will walk you through the process of setting up your account to the Replyblue Dashboard.

Prerequisites: Before you begin, make sure to check your email for the invite and complete onboarding.

🔐 Access Your Dashboard

Once you’ve completed the onboarding process, you should have received an email to login to the portal.

1. Visit dashboard.replyblue.com
2. Log in using your email or Google SSO.
3. Once inside, you’ll land on your CRM dashboard

💬 Start a Conversation

1. Select an existing contact or create a new one.
2. Click “New Conversation” to open a chat thread.
3. Start messaging leads directly via iMessage.

The AI reply feature will automatically be toggle on, so if you don’t want to use AI then disable the feature.

📊 Track Usage Limits

1. Daily Message Limits
   • View usage in the top-right banner of your dashboard
2. Monthly Contact Quota
   • Navigate to Billing or Usage Analytics for a full breakdown
3. Make sure to include:
   • 📞 Phone number
   • 🙍‍♂️ Contact name

📲 Check Your Phone Line

• Go to Settings → Phone Lines
• See which phone number is currently assigned to your account
• Contact us if you need to add or change your line

Next Steps

Congratulations! You’ve successfully setup your account with Replyblue. If you encounter any issues during the setup process, Need more help? Contact our Support Team.