How to Use Gladly
A beginner-friendly guide to getting started with Gladly in 2026.
Getting Started: Step by Step
Create your Gladly account
Visit Gladly'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 Gladly workspace. Set your preferences, invite team members if needed, and customize the interface to match your workflow.
Explore unified-conversation
One of Gladly's key features is unified-conversation. Navigate to this feature and experiment with it to understand how it fits into your workflow.
Explore omnichannel-inbox
One of Gladly's key features is omnichannel-inbox. Navigate to this feature and experiment with it to understand how it fits into your workflow.
Explore voice-support
One of Gladly's key features is voice-support. Navigate to this feature and experiment with it to understand how it fits into your workflow.
Integrate with your existing tools
Connect Gladly 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 Gladly 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 Gladly's capabilities before committing to a paid subscription.
- Use keyboard shortcuts to speed up your workflow — most tools have extensive shortcut systems.
- Check Gladly'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.
Key Features to Explore
Alternatives to Consider
If Gladly isn't the right fit, here are some similar tools:
Ready to Try Gladly?
People-centered customer service platform that treats all interactions as one continuous conversation rather than individual tickets.