From signup to a working bot
The ten setup steps, what each one is really asking, and what you can skip.
Setup is a review pass over a working configuration, not a form you fill from empty. Your industry template already wrote the answers; the wizard walks you through them so you know what your bot is going to say before it says it.
Every step is skippable, and your position is saved. You can leave halfway, come back tomorrow and resume where you were. Nothing is walled behind finishing.
The ten steps
| # | Step | What it is really asking |
|---|---|---|
| 1 | Industry | Which configuration you started from — change it here or not at all |
| 2 | Business | What you do, and what you call the two sides of a match |
| 3 | Categories | The tags you use to describe both sides |
| 4 | Your records | What you store about each of your own people, listings or products |
| 5 | Intake questions | What the bot asks a new lead |
| 6 | Matching | Which fields are compared, and how much each one counts |
| 7 | Qualification | The rules that decide who is worth your time |
| 8 | Try your bot | Talk to it before anyone else does |
| 9 | Connect a channel | Optional — the playground works without it |
| 10 | Done |
Steps 2 through 7 use the same editors as the configuration pages they hand over to. Nothing you do in the wizard is wizard-only, and nothing you learn here has to be relearned later — Configuration → Intake fields is the screen you already saw as step 5.
The two steps worth slowing down on
Step 2, Business. The labels you set here — what you call your records and what you call your customers — are used by the bot in real sentences and by the dashboard everywhere. A recruitment workspace that calls them "candidates" and "employers" reads correctly for the rest of its life; one that leaves the template's words does not.
Step 5, Intake questions. This is the bot's whole job. Every question you mark required is a question the conversation will not finish without, so a required question the customer cannot answer is a conversation that cannot end. See How the bot builds its conversation.
What "Done" actually does
Pressing Done stamps setup as complete. Two things change:
- The setup page becomes a signpost to the configuration pages instead of the wizard.
- You can no longer switch template. Your configuration is now yours rather than the template's, and switching would discard it — Switching or resetting your template.
Everything else stays editable forever.
Afterwards: the checklist
The dashboard shows a checklist that is derived from your live data on every read, not a list of boxes you tick. It is done when setup is complete, you have tried the playground, a channel is connected, you have added your own records, and you have invited someone.
Because it reads live data, it is honest: delete your own records and the item un-ticks. One exception, deliberately — a pending invitation counts as inviting someone, so the item does not un-tick itself while you wait for a reply.
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