Getting Started
Crews and Agents
Conversations
Introduction and Interface
Starting Conversations
Joining Conversations
Filters and Statuses
Search and Titles
Chat Features
Voice, Video, and Screen Share
Adding Agents and Contacts
Message Templates
Conversation Attributes
Contacts
Experiences
Adding a New Experience
Distributing an Experience
Scheduling an Experience
Importing Experiences
Exporting Experiences
Cloning Experiences
Adding and Using Experiences Tags
Outbounds
Appointments
Including an Appointment Flow within a Crew
Setting Your Availability
Including Appointment Bookings within Experiences
Customer View: Booking an Appointment
Reporting
Settings
Chat Widget Installation
Identity Verification
Install TABLE on your web app (for logged-out users)
Install TABLE on your web app (for logged-in users)
Experience Buttons
Chat Widget Installation for WiX
Payments
Notifications
Troubleshooting
TABLE Tutorials
SuperAdmin Company Account Setup
SuperAdmin Introduction
1. Login and Updating Account Settings
2. Configuring your Workspace Settings
3. Adding Threads
Signing Up and Setting Up Your Agent Account
Introduction
1. Signing Up
2. Configuring your Account Settings
3. Enabling Notifications and Downloading the TABLE Mobile App
4. Setting your Appointment Availability
Adding Crews and Inviting Agents
Experiences
Introduction: Experiences
1. Adding and Setting Up a New Experience
2. Experience Steps and Customer Response Types
3. Adding and Linking Steps
4. Testing and Distributing an Experience
5. Scheduling an Experience
6. Tips and Other Experiences Features
Contacts
Outbounds
Reporting
Release Notes
- All Categories
- Getting Started
- Agent Sign Up
Agent Sign Up
Updated
by Monica
Welcome to TABLE! Before you are invited, SuperAdmins or Admins will need to choose your Role add you to a Crew. When new Agents are added to Crews, they will receive an email with a link to sign up for TABLE.
Follow the steps below to successfully set up your TABLE account.

- Click on the link to visit the sign up page for the Crew.
- You will then have the option to sign up through a Google account or make a TABLE account by inputting your first name, last name, email, and password.
- If the Crew has Appointments enabled, Agents will need to select the applicable appointment details.
- After you have logged in, change your settings by clicking on the settings icon at the bottom left corner of your screen to add your location, a profile photo, or edit other account information.