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  • What is Keeping?
  • Getting Started
    • Quick start for admins
    • Quick start for agents
    • Using Keeping in Gmail
    • Keeping and your customer
    • Keeping for Chrome
    • Keeping for Safari
  • Fundamentals
    • Mobile & web access
    • Converting an email to a ticket
    • Using Templates
    • Changing ticket status
    • Assigning a ticket
    • Editing ticket recipients
    • Moving a ticket
    • Sharing a ticket
    • Using tags
    • Enable an autoreply
    • Creating a new ticket
    • Collision detection
    • Email signatures
    • Private notes
    • Activity log
    • Managing spam
    • Shared drafts
    • Agent Availability
  • Setup
    • Installing the Chrome Extension
    • Installing the Safari Extension
    • Integrations
      • Asana
      • ClickUp
      • HubSpot
      • Jira
      • Linear
      • Shortcut
      • Shopify
      • Zapier
    • Connecting a mailbox
      • Sign in with Google
      • Connect a Google Group
      • Connect a Gmail Alias
      • Forwarding your mailbox
      • Custom domains
      • Connect a web form
      • Disconnecting a mailbox
    • Inviting users
    • Admin & agent roles
    • Manually updating the Extension
  • Workflows
    • What are Workflows?
    • Creating Workflows
    • Workflow conditions
    • Workflow actions
    • Round Robin assignment
  • Service Level Agreements
    • What are SLAs?
    • Creating an SLA
    • SLA conditions
    • SLA actions
  • Satisfaction Ratings (CSAT)
    • What are CSAT Ratings?
    • Enabling Satisfaction Ratings
    • Customizing the CSAT widget
    • CSAT Reports
  • Reporting & Analytics
    • What are Reports?
    • Classic Reports
      • Setting work schedules
      • First response time
    • Advanced Reports
      • Team performance
      • Agent performance
      • Ticket statistics
      • Message statistics
      • Export to CSV
  • Preferences
    • Reversing conversation order
    • Pushing tickets into inbox
    • Hiding the Keeping toolbar
    • Close & Next
    • Personal Inbox Signature
    • Notifications
      • Desktop Notifications
      • Browser permissions
      • Inside Gmail
    • Set your business hours
  • Account & Plans
    • Adding and removing paid seats
    • Changing billing plans
    • Changing organization name
    • Updating your billing information
    • Pausing your subscription
    • Cancelling your subscription
  • Troubleshooting & FAQs
    • Toolbar Not Refreshing
  • Security and Privacy
    • Security & Privacy Practices
    • Google Permissions
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On this page
  • Welcome to Keeping!
  • Accept Your Invite
  • Install the Browser Extension
  • Login to the Browser Extension
  • Start Using Keeping
  1. Getting Started

Quick start for agents

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

PreviousQuick start for adminsNextUsing Keeping in Gmail

Last updated 1 year ago

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 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, 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.

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.

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.

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

security policies and procedures
Install Keeping for Chrome
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Keeping installed in Gmail