Where to start: the getting-started checklist

📍 Where to find it: Left-hand menu → "Get started" (at the very top, until getting started is finished)

A "Get started" page that guides you step by step to set up your workspace: complete your profile, connect a channel, create your first AI agent and invite your team.

How it works

The page shows a progress bar and four steps, each with a button that takes you straight to the right place. Once a step is done, it gets checked off automatically. When everything is done (or if you click "Skip onboarding"), the "Get started" entry disappears from the menu. You can come back to it any time as long as it is visible.

Step by step

1. Click "Get started" in the left-hand menu.
2. Step 1 — Complete your profile: click "Complete".
3. Step 2 — Connect a channel: click "Connect a channel" (WhatsApp, website widget, Instagram…).
4. Step 3 — Create your first AI agent: click "Create an AI agent".
5. Step 4 — Invite your team: click "Invite a member" (optional).
6. Follow the progress bar until "Everything is set up".

Good to know

• "Who replies to your customers?" section: choose to reply yourself (in the Inbox) or let the AI agent reply 24/7.
• Shopify merchant: a dedicated panel lets you turn on chat on your store in one click, with nothing to copy and paste.
• You can always "Skip onboarding" and come back later.