Getting started with your AI assistant
Set up your business profile, connect a channel, and see your first automated reply.
After you sign up, the onboarding wizard walks you through your business profile — your name, business type, and the languages you reply in. Picking the right business type matters: it sets up the right fields and tools for your kind of business from the start.
Next, connect at least one channel (WhatsApp is the most common start) and add a few pages to your Knowledge Base — a menu, a price list, an FAQ document. Your AI assistant answers only from what you give it, so this step is what makes its replies accurate.
Once a channel is connected and your Knowledge Base has something in it, open the Playground to send yourself a test message before a real customer does. From there you can fine-tune tone, guardrails, and which tools the assistant is allowed to use from Agent Configuration.