Getting Set Up
The setup wizard, industry templates, sample data, and trying the bot before it meets a customer.
- From signup to a working botQuick start, the four steps from signup to a bot that answers leads, what each one asks, and what you can leave for later.
- Choosing an industry templateWhat a template writes into your workspace, and which one to start from.
- Switching or resetting your templateWhen switching is offered, why it stops being offered, and what to do after that.
- Trying your bot in the playgroundTalk to your own bot as if you were a customer, before any customer does.
- Your bot's to-doThe short list of things worth improving after setup, how cards appear, what Keep, Change, Not now and the answer-on-the-card choices do, and who can answer them.
- How AI fits your template to your websiteWhat we read on your website, what we keep, the Fitted to your website screen, and the decisions the AI never makes for you.
- Setting up with AI when no template fitsHow to describe your business and let AI draft your setup, the few questions it asks, what it never decides for you, and what we keep and for how long.
- Uploading your price list or rosterWhich files AI can read, what to put in them, what a photo of a page does, and what we keep of a file and for how long.