Letterbook Docs
Letterbook overview
Learn the basic workspace concepts before you connect channels and automation.
Last updated June 3, 2026
What this guide covers
This page will introduce the main Letterbook objects:
- Workspaces
- Inboxes
- Conversations
- Customers
- Teammates
- AI drafts
- Knowledge sources
Before you start
Use this guide to explain what a new admin should have ready before setup, including inbox access, team roles, and source material for the knowledge base.
Setup checklist
- Create the workspace
- Invite the support team
- Connect the first support channel
- Add product and policy knowledge
- Configure the first AI workflow
- Send a test conversation through the inbox