# Quick Start Guide This guide walks you through setting up your account and launching your first AI agent. The guided onboarding wizard handles most of the heavy lifting for you, so you can be up and running in minutes. ::: walkthrough quick-start-guide ::: --- ## Quick-Start Checklist ### 1. Create Your Account 1. Go to your sign-up page. 2. Enter your first and last name, email address, and a password (6+ characters), then continue to the business-details step. 3. On the second step, tell us how you first heard about us — this one is required, and it is the only field there that is. Your business name, phone number, and address are all optional and can be filled in later from your settings. 4. Submit the form to create your account — you're taken straight into the guided onboarding wizard, no email verification step required. ::: master-only

::: ### 2. Complete the Guided Onboarding Wizard When you log in for the first time, the **guided onboarding wizard** launches automatically. This is the recommended way to get started — it walks you through everything in one smooth flow: - **Say how conversations usually start** — whether your customers message you first, or you're reaching out to them — so the wizard only shows you the setup steps that make sense for your business. - **Pick your industry and the #1 thing your AI agent should do** so the platform can tailor your setup. - **Choose how bookings work**, if you take appointments — no booking, an external booking link, or full AI-powered booking with your real calendar. - **Connect a messaging channel** — scan a QR code for WhatsApp Web, buy a phone number for SMS, or link your Facebook and Instagram accounts. (Outside the wizard, channels live in **Settings → Channels → Channels**.) See [WhatsApp Web](../messaging-channels/whatsapp-web.md), [Phone Numbers](../settings/phone-numbers.md), or [Facebook & Instagram](../integrations/connecting-facebook-and-instagram.md) for details on each channel. - **Import your contacts** from a CSV file or add them manually — shown only if you're re-engaging an existing list. - **Analyze your website** — paste your URL, pick the pages worth using, and the platform reads your site and builds your AI agent from it: its instructions, its FAQs, and its knowledge. - **Meet your AI agent** — review the instructions written for you and adjust them to match your brand voice. - **Set up follow-ups** — configure automated follow-up messages for contacts who do not reply. - **Test & adjust** — chat with your new agent right inside the wizard, on the agent's own editor tabs, and tweak its instructions or FAQs before going live. By the end of the wizard, your agent is live: the channels you connected are wired to it as Entry Points, and it's switched on. See [Guided Onboarding](onboarding.md) for a full breakdown of every step. ### 3. Test Your Setup Once the wizard is complete, send yourself a test message on your connected channel to make sure the bot replies correctly. This lets you experience the conversation from your customer's perspective and catch anything that needs adjusting. You can also use the built-in **Try Out** chat on your agent — open **AI Agents** in the sidebar, open your agent, and pick the **Try Out** step (the last one) — to test without spending a real message on your channel. It talks to the same live AI instructions and knowledge the bot uses with real contacts. ::: master-only

The Try Out step in the agent editor, showing the agent's AI instructions on the left and a test conversation panel on the right — Try Out: chat with your agent's configuration before (or instead of) messaging yourself on a real channel.

::: ### 4. Review and Refine After testing, take a few minutes to fine-tune your agent on its own steps: - **AI instructions** — Review the auto-generated instructions and make any tweaks to better match your tone and goals. See [AI Bot Setup](../ai-automation/ai-bot-setup.md). ::: master-only

The AI Instructions step in the agent editor, showing Primary language at the top and the collapsible Persona & Goal, Business Context, Conversation Behavior, and Escalation & Wrap-up sections with an Edit as text button — AI Instructions — structured sections for the agent's job description: who it is, what it sells, how it should talk.

::: - **FAQs** — Add more questions and answers beyond what the website analysis generated. Aim for at least 5-10 FAQs. The more you add, the better your bot performs. See [Managing FAQs](../ai-automation/faq-management.md). ::: master-only

The FAQs & Knowledge step in the agent editor, showing Agent FAQs, Knowledge sources, and the AI web search toggle — FAQs & Knowledge — add structured FAQs and linked knowledge sources for the AI to answer from.

::: ### 5. Add More Channels (Optional) If you started with one channel during onboarding, you can add more at any time: - **Buy a phone number** for WhatsApp and SMS: open **Settings → Channels → Channels**. See [Phone Numbers](../settings/phone-numbers.md). - **Connect Facebook & Instagram** to handle Messenger and Instagram DMs. See [Facebook & Instagram](../integrations/connecting-facebook-and-instagram.md). - **Add a Chat Widget** to let visitors message you from your website. See [Chat Widget](chat-widget.md). ::: master-only

Settings → Channels → Channels, listing Instagram & Messenger, WhatsApp Business API, WhatsApp Web, and Telegram with their connection status — Settings → Channels → Channels — every messaging channel and its connection status, in one place.

::: ### 6. Go Live and Monitor Results Your agent is already live from the onboarding wizard, answering on the channels it was given as Entry Points. Now keep an eye on how it performs: - **Incoming conversations** are handled immediately. Customers can message you and the bot responds. - **Reaching out first** is a separate thing: create a [Broadcast](../broadcasts/broadcasts.md) with a contact list and an opening message, and point its Replies step at this same agent. On WhatsApp only, the opening message also has to be submitted to WhatsApp for approval before it can be sent; every other channel sends straight away. See [Campaigns Have Moved to Broadcasts & Agents](../moving-from-campaigns.md) for how the two fit together. - **Check your results** on the [Dashboard](dashboard.md) — see how many messages were sent, delivered, read, and replied to, plus credit usage and a conversion funnel at a glance. ::: master-only

The v2 Dashboard, showing the KPI row, Performance Over Time chart, Credit Usage panel, Conversion Funnel, and Inbox summary — The Dashboard is where you watch your first agent perform after launch.

::: --- ## What to Explore Next Once your first agent is running, try these features to get more out of the platform: - [Automated Follow-Ups](../ai-automation/follow-ups.md) — Fine-tune your follow-up sequences beyond the initial setup. - [Booking System](../appointments/booking-system.md) — Let your AI agent schedule appointments automatically. - [Custom Functions](../ai-automation/custom-functions.md) — Build advanced automations (for example, look up order status or generate a quote). - [Webhooks](../integrations/webhooks.md) — Send automatic notifications to your other tools when something happens in the app (for example, a new booking or a tagged contact). - [Dashboard](dashboard.md) — Track how your agents and broadcasts are performing. - [Moving from Campaigns to Broadcasts & Agents](../moving-from-campaigns.md) — once your first bot is proven, this explains the recommended way to build everything after it: a reusable [AI Agent](../ai-agents/ai-agents.md) paired with a [Broadcast](../broadcasts/broadcasts.md).