Getting started

The bottom-left setup launcher, the settings overview status dots, and the AI trust verdict — read together, they tell you exactly where you are.

Definitions for the terms used across Ochre — conversations, autopilot, BYOK, light agents, aliases, and more.

Move mailboxes, conversations, customers, and saved replies from Help Scout to Ochre with original conversation numbers preserved.

Move conversations, contacts, macros, and attachments from Intercom to Ochre with original IDs preserved.

Move tickets, customers, macros, and attachments from Zendesk to Ochre, with original ticket numbers preserved.

Walk through opening, triaging, and replying to your first conversation in Ochre, from inbox to send to close.

The full permissions matrix for Owner, Admin, Agent, and Light agent roles in Ochre, plus how to pick the right one.

Invite agents, admins, and free read-only light agents to your Ochre workspace and pick the right role for each.

Set up your Ochre workspace, connect your first channel, and send your first AI-drafted reply in 15 minutes.

Ochre is an AI-native support platform that runs your inbox, knowledge base, and customer context from one shared workspace.