Apps & team

Organizations, apps, and accounts

An organization is the shared workspace for a team. It contains apps, registered devices, conversations, and memberships. An app is a separate support project with its own public App ID, integrations, and chat appearance. Your account is your personal dashboard login; it can belong to more than one organization, with a different role in each.

Sign in using Continue with Google and a verified Google email address. On your first sign-in, Reception normally creates an empty personal organization and makes you its Admin. If your email has a valid pending invitation, the welcome page lets you join the invited team or create your own organization instead.

Apps in one organization share its team. There are no per-app member assignments or permissions. Use separate organizations when teams need separate access; selecting an app in the sidebar only filters the current view.

Find the right settings

Open Settings in the sidebar. The column on the left has two groups: Workspace with Account, Organization and, for Admins, Billing; and, for Admins, Apps with each of your apps.

Create and connect an app

You must be an Admin in the current organization.

1. Open Settings → Add app, or choose Add app from the sidebar app selector.

2. Find your app on the App Store by name, link or ID, or enter a name for an app that isn't published yet. Names are required, trimmed, and limited to 100 characters; an icon is optional.

3. Continue to create the app, generate its App ID and open setup.

4. In Connect, use Copy setup prompt with your coding agent, or Set up manually for the package and configuration instructions. Follow Get started to integrate the SDK.

5. Send a real message from the app. Setup shows the connected conversation and lets you reply. Registering a device alone does not complete this step.

6. Choose Continue for optional push notifications (iOS and Android), Telegram, Slack, and Review requests configuration, then Continue to Subscribe.

7. Choose monthly or yearly and pay in Stripe Checkout. The inbox opens afterward. See Pricing & billing.

An organization that already subscribed adds further apps without the Subscribe step.

Setup fills in your App ID. Give each app its own ID. Set up later opens app settings, where Connect your app lets you resume until the first conversation arrives. Use the setup prompt again for an existing app; you do not need to create another app.

Change an app name or icon

Open Settings → your app → General, edit its name, and save with Enter or the checkmark. Renaming keeps the same App ID.

Select its icon to choose or remove an image, then Save. Use non-animated PNG, JPEG, or WebP up to 5 MB and 25 megapixels. A square image works best; other shapes receive transparent padding. This dashboard icon does not change your installed app's icon.

Copy the App ID

In Settings → your app → General, copy the App ID into the SDK configuration for that app.

The App ID is public and intended to be embedded in your app. It selects the app without granting dashboard access or revealing conversations. It never changes and cannot be regenerated.

To accept messages only from signed-in customers, use identity verification. If your app cannot connect, copy its complete setup snippet again and check that you selected the intended app. See Troubleshooting.

Manage identity verification

Admins manage identity verification in the app's settings under Identity verification:

• Select Reveal to show your app's identity secret (ids_…). Store it on your server, never in the app. Copy setup prompt gives your coding agent the integration instructions, and Add it to your server shows where to store the secret. The section shows when the last user was verified.

• Regenerate secret replaces the secret after a confirmation. Tokens signed with the old secret stop working immediately. Verified users stay verified, unless you also select Also mark existing users as unverified, which is the right choice if the secret leaked.

• Only verified users can chat lets only verified users send messages and photos. You can turn it off at any time.

There is no action to remove the secret. See Identity verification to connect your server and app.

Configure appearance and integrations

Each app has independent settings:

The bundle identifier is configured in Apple Push Notifications; it is not required to create an app. Confirm push delivery on a real device and follow the Telegram or Slack guide to verify replies. Saving review settings does not send a request.

Paywall cards are registered by your app. Activity on the Review Requests and Offers pages reports sends and opens for that card type. Reception’s own subscription is described in Pricing & billing.

Work with multiple apps

Choose an app in the sidebar to filter Inbox and Users, or All apps for the current organization. Switching app scope clears search and conversation filters. It keeps Users open when you are already there; otherwise it opens Inbox. See Inbox & customers.

Team roles

Open Settings → Organization to see members and pending invitations. Each member has one of two roles within that organization.

Members do not see the Apps group in Settings or Add app controls. See Privacy and data for the scope of device reset and deletion.

Invite a teammate

1. As an Admin, open Settings → Organization → Invite member.

2. Enter the teammate's email and choose Member or Admin. Member is the default.

3. Select Create link, then copy the invitation link.

4. Share the link with the teammate yourself. Reception sends no invitation email.

5. The teammate opens the link, signs in with the invited email, and selects Join organization.

Links expire after seven days. Admins can copy or revoke pending invitations. Inviting the same email again replaces the old link, so share the new one.

Recipients must sign in with the invited email. For invalid or expired links, ask an Admin for a new invitation. Pending invitations also appear in Settings → Organization, or on the welcome page for new users.

Change roles, remove members, or leave

Admins use the menu beside a member to select Admin or Member, or choose Remove member and confirm. Removing someone revokes their access to this organization; it does not delete their personal account or the team's conversations. An Admin can invite them again later.

An organization must retain at least one Admin. The last Admin cannot be demoted or removed. Promote another member first.

Any member can choose Leave organization from their own member menu. An Admin can leave or demote themselves only while another Admin remains. Leaving preserves your account and the team's data.

Name or switch organizations

In Settings → Organization, Admins can edit the organization name (up to 100 characters). Your organizations appears if you belong to several; select Switch to open another organization’s Inbox with your role there.

Switching does not move apps or conversations. If an app link is unavailable, check the selected organization and your membership.

Personal account settings

Open Settings → Account for your own settings.

Profile

Select your name to edit it and save with Enter or the checkmark. Your email is read-only. Select your profile photo to upload, change, or remove it. Profile images accept non-animated PNG, JPEG, or WebP up to 5 MB and 25 megapixels; they are cropped to a square. Reception manages profile-photo storage. If an upload remains unavailable after retrying, contact the Reception team.

Dashboard appearance and notifications

Appearance offers System, Light, and Dark for this browser. Set the customer chat’s appearance separately in app settings.

Notifications and sound alerts you to new messages while Inbox is in the background. Grant browser notification permission when prompted; if denied, change it in browser settings. These alerts are separate from customer push notifications.

Connections

Connections lists the AI agents and API keys you connected to this workspace. Disconnect an agent or Revoke a key to end it with its next request. See MCP server.

Important fields

Open a customer’s details in Inbox or Users and select Add field under Important fields. Choose and reorder fields in the dialog. Use Edit fields to change the selection or order later. Changes save automatically for your account and that app. Follow Configure Important fields for built-in and custom metadata fields.

Sessions and sign-out

Sessions lists your active logins. Sign out a selected session or all other sessions. The sidebar profile row signs out the current login.

Deletion and safeguards

Delete an app

An Admin can open the app's settings, choose Delete app, and enter its exact name. The app disappears immediately and its App ID stops working, so installed versions of your app can no longer chat. A new app gets a new App ID, which needs an app update. Its devices, conversations, messages, and images are deleted. Old Telegram notifications can no longer receive replies. There is no restore action.

Deleting an app leaves your account, organization, other apps, and the subscription intact. See Privacy and data for cleanup scope and limits.

Delete an organization

First cancel the subscription in Settings → Billing → Manage billing. You can delete right after canceling; deleting ends the subscription immediately, and the rest of the paid period is not refunded.

Then Admins use Settings → Organization → Delete organization and confirm the exact organization name, or delete if it is unnamed. All members lose access and all of its apps and support data are deleted. Personal accounts and other organizations remain. The organization becomes unavailable immediately.

Delete your account

Open Settings → Account → Delete account. Review the affected organizations and enter your email to confirm; surrounding spaces and letter case are ignored.

• Organizations where you are the only member are deleted with their apps and support data. Cancel the subscription of each of them first. To preserve one, invite another Admin and have them accept before deleting your account.

• Shared organizations keep their content and other members, including your existing replies. If you are the only Admin of a shared organization, promote another member before continuing.

• Your login, sessions, memberships, and invitations you sent are removed. You return to the login page.

If the confirmation reports that memberships or affected apps changed, reload General settings and review the scope again.

Billing and limits

See Pricing & billing for the plans, payment, cancellation, and what happens when a subscription ends.

Customer subscription metadata in the inbox and paywall cards are separate app integrations. Deleting an organization, directly or with your account, requires a canceled subscription.