Before you start
- Have your personal invitation link or 6-digit invite code.
- Install the AgencyKey desktop app for the full creator chat workspace.
- Ask your manager which creator, shift, tone, prices, and approval rules apply to you.
First-day checklist
1. Join the agency and protect your login
Choose Join a team during Registration, use the email attached to the invitation, and confirm your time zone. Enable 2FA and save recovery codes with CRM Account Security.2. Confirm your creator and shift
Open the Dashboard to check your next shift. In the Sidebar, confirm that the creator you are scheduled to work with is visible. If either is wrong, stop and ask your manager to review the assignment.3. Open the correct creator workspace
In the desktop app, select the creator before opening a conversation. Follow the Chats Overview and learn where the chat list, message area, and Insights panel are.4. Learn the sending rules
Read Sending Messages before your first reply. Confirm the text, attached media, and PPV price. Use delayed or scheduled sending only when your agency workflow calls for it.5. Use approved messages and media
Open Using Scripts in Chat to find approved replies and learn the difference between inserting and sending a Script. Use the Vault Picker for creator media. Review Sensitive Words so you know what happens when protected text is detected.6. Check fan context before replying
Use the Insights Panel to review the fan’s subscription, spending, lists, and internal notes when those sections are available to you.7. Set up your workstation
Choose the correct time zone and language in Preferences. Configure Notifications, then review Keyboard Shortcuts for the desktop actions you use most.You are ready when
- You can see the correct creator and shift.
- You can open a fan chat and confirm which creator is active.
- You can find approved Scripts and Vault media.
- You know your agency’s rules for PPV, delayed messages, and escalation.