Quick start for agents

Everything you need to know to accept your invite and join your teammates inside Keeping.

Welcome to Keeping!

If you haven't already, starting with a quick overview of Keeping can be helpful. Once you have an overview of how Keeping works, read on to learn the basics.

Heads Up! This guide assumes that an admin has already connected a mailbox to Keeping. You'll need at least one active mailbox to use Keeping.

Accept Your Invite

An admin must send you an invitation or approve your access request before you can join your organization. Once invited, log in to Keeping with your Gmail or Google Workspace email address by clicking the Sign in with Google button. It should be the same email address approved by your Keeping admin.

Keeping will ask permission to access your Gmail account when you log in. Keeping requires this access in order to sync your agent account with your mailbox account.

Good to know: Keeping is SOC 2 Type II certified. Security and safety are at the core of everything we do. We publish our security policies and procedures so that you can see how we protect your data.

Once you've given Keeping permission to access your Gmail inbox, accept the invite and join your organization.

Install the Browser Extension

Now, it's time to install the Keeping Extension. Keeping is compatible with Chrome and Safari Browsers.

Install Keeping for Chrome

Install Keeping for Safari

Login to the Browser Extension

After you install the Extension, refresh the browser tab where you use Gmail. A Keeping logo should appear in the upper right. Click on the Login link to log in with the email address you used to accept your invitation.

Start Using Keeping

Keeping will start syncing your team's open ticket to your mailbox. You can find your Keeping toolbar in the left sidebar of Gmail.

Good to know: It may take a few minutes to sync your agent account fully. On your initial sync, Keeping only syncs your team's open tickets.

Feel free to start exploring on your own or read on to get an overview of the basics. And if you are stuck, feel free to drop us a line at support@keeping.com, and we'll jump in to lend a hand.

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