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A guide to getting started

From an empty workspace to live support

Set up your business, add approved content, test an answer and install the website widget. The onboarding checklist shows what is ready and what still needs attention.

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How It Works

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Your setup journey

The onboarding wizard saves progress. You can return to unfinished work and skip optional steps.

Create an account

Sign up with email and password. Verify the email address to continue. Password reset is available when needed.

Describe the business

Create the workspace, choose a business category and enter its website and default language.

Configure the first agent

Choose a name, role and supported languages. Review the initial AI settings, tone, welcome message and fallback.

Add the knowledge

Bring in relevant website pages, sitemaps, PDFs, DOCX, TXT or CSV files, FAQs and business information.

Test a response and handoff

Try realistic customer questions in the playground. Review the answer, evidence and what happens when information is missing.

Customize, install and verify

Set the widget appearance, approve the domain, install the snippet and check that a live test reaches the workspace.

Check the setup before launch

Run a test as a visitor and as a teammate. A successful launch test covers an answer, a handoff and a visible conversation in the inbox.

  • First answer

    Ask a question your business content clearly answers. Check the response against the source.

  • Missing information

    Try an unsupported question and make sure the fallback directs the visitor appropriately.

  • Website and team

    Confirm the allowed domain loads the widget and the right team receives the handoff.

Improve after the first week

Use real questions and usage to choose the next improvement.

  1. 1

    Review

    Open the inbox and note recurring topics and unanswered questions.

  2. 2

    Update

    Improve a knowledge source, write an FAQ or refine the routing rule.

  3. 3

    Retest

    Verify the new answer or handoff, then check the next week's activity.

Frequently asked questions

Find the next detail you need before setting up or choosing a plan.

Can I leave the setup and return later?

The onboarding wizard saves progress. Optional steps can be skipped and completed later.

Do I need every source before I install?

Start with a few approved sources that answer your most common questions and add more as you test.

Where do I check if the widget is connected?

Open the widget installation area in your workspace and run the connection check for the intended domain.

Explore next

ProductAI Agents ResourcesWidget Installation Guide ResourcesHelp Center & FAQ

Set up the first conversation

Create your workspace, then add one source your customers already trust.

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