Getting Started & Account Setup

Respectly is a B2B SaaS platform for businesses that need to send messages, collect consent, run intake forms, and capture e-signatures without falling foul of telecom and privacy laws. It's used by service businesses, agencies, healthcare and finance teams, and any organization that needs to prove a contact gave permission before they were contacted.

The platform combines messaging (SMS, email, voice, WhatsApp), a drag-and-drop form builder, e-signature documents, a workflow automation engine, and an AI assistant that drafts messages and checks them against jurisdiction-specific compliance rules before they're sent. Everything is tracked, time-stamped, and exportable for audits.

Visit app.respectly.ai and sign up with your email, or use a federated sign-in (Google, Microsoft, or Apple). New accounts start in a guided setup wizard that walks you through eight short steps: a welcome screen, business details, brand assets, what you want to accomplish, optional contact import, your communications channels, plan selection, and a feature discovery tour.

You can skip any step you're not ready for and come back to it later — the dashboard shows a banner with the steps you still have left. Setup progress is auto-saved on every change, so closing the browser doesn't cost you anything.

For a personal account you only need your name, email, and a password (or a federated sign-in). For a business account you'll be asked for your business name, industry, website (optional), and billing address. If you plan to register a dedicated phone number you'll also need to provide an EIN or other business tax ID, because carriers require it for 10DLC SMS registration.

You'll optionally upload a logo (we'll auto-crop it and generate the variants used on forms and emails) and pick a brand color. Brand assets can be changed any time later in Settings → Branding.

Yes — three ways. You can upload a CSV of any size, add contacts manually one at a time, or connect a Google or Microsoft account via OAuth and import directly from Google Contacts or Outlook Contacts. The OAuth import is available on all plans, and two-way smart sync (where changes flow both ways) is available on Pro and Enterprise.

After import you'll be prompted to confirm consent status for each contact, because importing a contact does not automatically grant permission to message them. Existing consent evidence can be uploaded as a CSV column or set in bulk if you have a documented opt-in source.

Yes. Brand assets (logo, primary color, secondary color) are configured in the OOBE wizard and editable in Settings. They're applied automatically to hosted forms, email headers, and signature/consent pages. Custom domain forms and outbound email sending from your own domain are available on Pro and Enterprise.

The sign-in page for your account can also be branded with your logo and colors. Federated sign-in (Google, Microsoft, Apple) is enabled by default for all tenants.

Respectly is built mobile-first as a responsive web app — it works in any modern mobile browser (Safari, Chrome, Edge, Firefox) and supports installation as a Progressive Web App (PWA) on iOS and Android home screens. A native mobile app is on the roadmap; see respectly.ai for the latest.

Open Settings → Team Management and click "Invite member." You'll enter their email address and pick a role (Owner, Admin, Agent, or Viewer — or a custom role you've created). They get an email invitation; once they accept, set a password, and confirm their account, they're added to the team. You can resend or revoke pending invitations at any time. Team sizes are tier-gated: 1 user on Free and Standard, up to 5 on Pro, 6+ on Enterprise.