How to Use Drift

A beginner-friendly guide to getting started with Drift in 2026.

Price Paid only

Best For b2b companies, enterprise, sales teams

Rating ★★★★ 4.2/5

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Getting Started: Step by Step

Create your Drift account

Visit Drift's website and sign up for a trial. You'll need an email address to get started.

Set up your workspace

Once signed in, configure your Drift workspace. Set your preferences, invite team members if needed, and customize the interface to match your workflow.

Explore chatbots

One of Drift's key features is chatbots. Navigate to this feature and experiment with it to understand how it fits into your workflow.

Explore live-chat

One of Drift's key features is live-chat. Navigate to this feature and experiment with it to understand how it fits into your workflow.

Explore meeting-scheduling

One of Drift's key features is meeting-scheduling. Navigate to this feature and experiment with it to understand how it fits into your workflow.

Integrate with your existing tools

Connect Drift with the other tools you use daily. Most integrations can be set up in the settings or integrations panel.

Start using it for real work

Now that you're set up, start using Drift for actual tasks. The best way to learn is by doing — don't worry about getting everything perfect right away.

Pro Tips

Start with the free plan or trial to explore Drift's capabilities before committing to a paid subscription.
Use keyboard shortcuts to speed up your workflow — most tools have extensive shortcut systems.
Check Drift's official documentation and community forums for advanced tips and best practices.
Review your workflow after 2 weeks of use and adjust your setup based on what's working and what isn't.