Calypso
Quick StartAgents
Getting Started

Introduction

Get started with Calypso — set up your project, connect channels, and launch your first workflow.

What is Calypso?

Calypso is a project dashboard for running customer conversations across WhatsApp and web widgets. It’s built like an operating system: channels bring conversations in, workflows decide what happens, knowledge keeps answers correct, and the Shared Inbox turns decisions into outcomes.

Here’s the system at a glance:

  • Calypso agents: specialized assistants that help you produce operational assets (templates, campaigns, workflows) with guardrails—so execution stays consistent and reviewable
  • Workflows: project-scoped routing + automation that captures intent, applies policy, and decides when to hand off to humans
  • Knowledge: your source of truth—connect Files, Websites, and Q&A anywhere Calypso needs answers (widgets, bots, and workflow steps) to keep responses grounded and on-brand
  • Shared Inbox: a real-time, multi-user workspace for human handling (assignment, departments, tags, resolution)

And the supporting surfaces:

  • Customers: manage contact records and subscription status
  • Templates & Campaigns: WhatsApp outbound messaging at scale
  • Analytics & Reports: measure performance and outcomes

Quick start (10 minutes)

Need an API key? Start a free 14-day trial and generate your key in minutes: app.calypso.ms/signup

1) Sign in and pick a project

  • Sign in to Calypso
  • You’ll land inside your project (Calypso is single-project for most accounts)

2) Invite teammates (optional)

Go to Project → Members to invite teammates and assign roles.

  • Owners/Admins can manage configuration
  • Agents can focus on Shared Inbox work

3) Add customers

Go to Customers and add customers:

  • Manually: add one customer at a time
  • CSV: upload multiple customers in bulk

4) Build your first workflow

Go to Workflows:

  1. Create a new workflow
  2. Assign it as the Default workflow
  3. Enable the default workflow
  4. Enable workflow routing to route inbound requests through the default workflow
Workflow routing is guarded: you can only enable it when a default workflow exists and is enabled.

5) Install the Web Widget (optional)

Go to Web → Widget to copy an install snippet.

Example (Q&A widget):

<script
  type="text/javascript"
  data-project-id="YOUR_PROJECT_ID"
  data-locale="en"
  src="https://webot.calypso.day/bot.js"
></script>

Next steps

Accounts & projects

How sign-in, projects, and roles work in Calypso.