Getting started
Create the account, verify the email address and choose workspace settings, the website and language.
Learn more about Getting startedUse the guides to create a workspace, configure an agent, add approved knowledge, install the widget and prepare your team for the first conversation.
Documentation
Get startedChoose the area you want to set up. Each guide starts with what you need and ends with a check you can run.
Create the account, verify the email address and choose workspace settings, the website and language.
Learn more about Getting startedSet role, tone, approved models, languages and fallback. Run a test question and inspect the evidence.
Learn more about AI Agents and playgroundAdd a URL, XML sitemap, PDF, DOCX, TXT, CSV, manual FAQ or business information. Check processing results.
Learn more about Knowledge sourcesApprove your website domain, copy the embed snippet and verify the connection.
Learn more about Widget installationRead the conversation, choose an owner, keep private notes and resolve the issue.
Learn more about Inbox and handoffReview plan availability, check usage and manage invoices and changes to your subscription.
Learn more about Plans, billing and usageCheck each part of the flow on an approved domain before inviting more people or adding a second site.
Workspace
The business information and languages are correct. The person responsible for support has access.
Agent
A test answer uses the expected source and the agent handles an unanswered question appropriately.
Widget
A test conversation appears in the right workspace inbox and can be assigned to a teammate.
Locate the stage at which the setup stopped, then check the relevant settings.
Confirm the snippet is present and the active domain is allowed.
Review source processing and the passages retrieved in the playground.
Check queue assignment, operating hours and notification preferences.
Find the next detail you need before setting up or choosing a plan.
Find it in your workspace's Widget installation area. Copy the value associated with your workspace.
The public guide explains the setup steps. Workspace-specific values and actions are in the application.
Use the Help Center or Contact page and include the relevant screen and error message.
Start with your workspace or jump directly to the widget installation steps.