# Quick start for agents

## Welcome to Keeping!

If you haven't already, starting with a quick overview of Keeping can be helpful<mark style="color:red;">.</mark> Once you have an overview of how Keeping works, read on to learn the basics.

{% hint style="info" %}
**Heads Up!** This guide assumes that an [<mark style="color:red;">admin has already connected</mark>](https://docs.keeping.com/help/getting-started/quick-start-for-admins) a mailbox to Keeping. You'll need at least one active mailbox to use Keeping.
{% endhint %}

### 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](https://app.keeping.com/auth/login) 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.

<figure><img src="https://1058495162-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FCHa8WIsJ5Z5NqmPmq5VS%2Fuploads%2FZS1Q3MZ95dUVzCjH1eOi%2FAgent%20Quickstart%20-%20Step%201%20-%20Sign%20In.png?alt=media&#x26;token=898b775e-938f-442a-a3ea-88e7d5ae374e" alt="Sign into Keeping"><figcaption><p>Log in to Keeping with your work Google account.</p></figcaption></figure>

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.

<figure><img src="https://1058495162-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FCHa8WIsJ5Z5NqmPmq5VS%2Fuploads%2FWWyCSTpVAP690tjmziS2%2FAgent%20Quickstart%20-%20Step%202%20-%20Provide%20Access.png?alt=media&#x26;token=5bb3c272-fadf-4a2f-b62a-bce22d6d8f39" alt="Gmail Permission needed by Keeping"><figcaption><p>Keeping needs permission to access your Gmail.</p></figcaption></figure>

{% hint style="success" %}
**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](https://keeping.trustshare.com/home) so that you can see how we protect your data.
{% endhint %}

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

<figure><img src="https://1058495162-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FCHa8WIsJ5Z5NqmPmq5VS%2Fuploads%2FHTejmLq0zcHm0qrwJ3gd%2FAgent%20Quickstart%20-%20Step%203%20-%20Accept%20Invite.png?alt=media&#x26;token=dbd54a9d-86ed-4528-8032-fef16702590c" alt="Accept Keeping Invitation"><figcaption><p>Accept Invite</p></figcaption></figure>

### Install the Browser Extension

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

[<mark style="color:red;">**Install Keeping for Chrome**</mark>](https://chromewebstore.google.com/detail/keeping-the-original-help/mhmcjokmjcnjmlmmbaopcgkbomfdlpcn)

[**Install Keeping for Safari**](https://apps.apple.com/us/app/keeping-for-safari/id1666996817)

<figure><img src="https://1058495162-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FCHa8WIsJ5Z5NqmPmq5VS%2Fuploads%2Fncaoy8m3XraZls3hN1di%2FAgent%20Quickstart%20-%20Step%204%20-%20Install%20Extension.png?alt=media&#x26;token=7f9eef00-4470-4051-972d-224b5c2e34d3" alt="Chrome Webstore - Keeping Extension"><figcaption><p>The Keeping Chrome Extension</p></figcaption></figure>

### 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.

<figure><img src="https://1058495162-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FCHa8WIsJ5Z5NqmPmq5VS%2Fuploads%2FeBaahqawCiKH7YhehSAE%2FAgent%20Quickstart%20-%20Step%205%20-%20Sign%20into%20Extension.png?alt=media&#x26;token=5f86468f-224a-4cb4-aacc-da546786dc72" alt=""><figcaption></figcaption></figure>

### 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.

{% hint style="info" %}
**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.
{% endhint %}

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 <mark style="color:red;"><support@keeping.com>,</mark> and we'll jump in to lend a hand.

<figure><img src="https://1058495162-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FCHa8WIsJ5Z5NqmPmq5VS%2Fuploads%2FBT7uoZp34oVVFEd0ALQX%2FAgent%20Quickstart%20-%20Step%206%20-%20Start%20Using%20Keeping.png?alt=media&#x26;token=f215accc-5a84-4307-854e-304254997033" alt="Keeping installed in Gmail"><figcaption><p>Keeping in your left Gmail Sidebar.</p></figcaption></figure>