On this page
Setup is called Quick start, and it is a short review of a configuration that already works. Your industry template wrote the answers; Quick start asks you only for what a template cannot know, and everything else stays filled in, safe as it is, until you want to change it.
Your position is saved. You can leave halfway, come back tomorrow and resume where you were. Skip for now, under the steps, takes you to the dashboard. Only one step cannot be skipped: Your rules, where you make the choices that decide which leads reach your team.
Before step 1: fitted to your website
If you gave your website when you signed up, you may see one extra screen before Quick start. We read your public pages and suggest up to 12 changes that make the template sound like your business, each with the words it came from. You keep the ones that are right (Keep N changes) or leave the template alone (Use the template as it is); none of those changes is saved until you press Keep. You never have to wait: Carry on to Quick start is always there, and anything we find later waits on your bot's to-do. The screen never decides who you turn away; the rules step below is still yours. Separately, the answers, hours and places your site states are added at once to what your bot may tell leads, whatever you press here, while prices and policies wait for your confirmation. Everything about it is in How AI fits your template to your website. A note on the first step tells you if the read found too little or failed, with Try again.
If no template fits: setting up with AI
If none of the templates is your kind of business, None fits? Set it up with AI at signup (or a new workspace that has no template and no business profile yet) puts a different path in front of Quick start. You describe your business and add a price list or roster if you have one; AI drafts your setup; you answer at most five short questions, each with an answer already chosen; then Go to your rules applies the draft and Quick start opens at its rules step, as described below. If you chose Build it myself at signup instead, you land on the same first screen, with Skip this, I'll build it myself to go straight to Quick start. It has its own guide: Setting up with AI when no template fits, and the files it reads are in Uploading your price list or roster.
Three things are the same as on a template, on purpose:
- Step 2 is still yours. A draft's rules arrive with no Hard or Negotiable chosen, and no number confirmed, and you decide them on the rules step. The draft keeps what you must decide to the same few choices (no more than four) that a template does.
- Prices and policies wait. Anything it read about a price or a policy is not used by your bot until you confirm it (What your bot may tell leads).
- Everything the draft does is one entry in Setup history that Undo takes back whole. After you go live, Check each part under Fine-tune lets you read what it drafted, a part at a time.
What is different is what we hold while you work: the text of your files and your description, kept until the draft is applied or declined (or 7 days), and never the files themselves.
The four steps
| # | Step | What it is asking |
|---|---|---|
| 1 | Your business | Your business name, your assistant's name, the introduction the bot opens with, and the currency and time zone |
| 2 | Your rules | For each rule, hard or negotiable, and its number. This is the only step that needs choices |
| 3 | Try your bot | Talk to it before anyone else does |
| 4 | Go live | Connect a channel, and say where hot leads are emailed |
After step 4 comes Done, where you press Finish setup, and Fine-tune, the pages the older, longer wizard walked through. They are described below.
Step 1: Your business
A short card over your business profile. It shows your business name and your assistant's name, the introduction, and one line for the currency and time zone ("Prices in ₹ INR · Times in Asia/Kolkata"), each of which you can edit in place. Signup worked out the last two from your browser, so the line says where they came from, and Change opens a currency list and a time zone list. Changing the currency does not convert any amount anywhere.
The introduction is the first thing a new lead reads. It is marked From your template — check it until you have changed it, so you know it is the template's wording. Keeping it is fine; your bot's to-do asks again later if it is still the template's (Your bot's to-do).
If you started from scratch and skipped the AI screen, there is no profile yet, so this step shows the full business profile form instead. (With Set it up with AI, your business details are saved for you when you press Go to your rules, from the draft: your name, and a currency and time zone worked out from your browser, which you can change here.) An Ask AI box sits above this card too.
Step 2: Your rules
This is the one required screen. It holds the choices only you can make, and a template never makes them for you:
- Hard or negotiable, for each rule. Each rule card is a sentence with its number in it ("A trip under 3 nights"). Hard means you never make an exception; negotiable means the bot can discuss it and you may make one. Nothing is selected to begin with. Your template shows a suggestion under each rule, such as "Most tour operators treat a budget floor as negotiable". It is advice only.
- The number, read where you choose. Check the number on the card before you pick. Until you have chosen, the bot does not say the number to a lead. A money rule in another currency than the template's starts blank and off, with the question "What's your minimum? Leave blank for none". A rule with no number is off: no lead is held or turned away on it.
- How many hard rules turn a lead away. With exactly one hard rule there is nothing to choose: the card says a lead that misses it is turned away. With two or more it is a required choice, and it returns on its own when you mark a second rule hard.
- End the conversation, or keep talking, once any rule is hard: whether the bot stops, or carries on, with a lead it turns away.
A workspace on the Medical or Home safety profile (clinics, HVAC and home services start there) has one more: its emergency message, with a "Use this message for emergencies" tick. The message is sent word for word, with no AI, when a lead writes something that sounds like an emergency, and your team is alerted at the same time. Read it and check the number people should call where you are. You cannot finish setup until you have confirmed it, and editing the text un-ticks it until you tick it again (Emergencies and safety).
Press Continue with a choice missing and each one turns red with a line under it, plus a summary at the top with a link to each. Every industry template has one or two rules, and an AI draft is kept to the same few, so you are asked for no more than four choices here. What each choice does to a lead is in Your sales approach, and how a conversation is judged is in Qualification rules.
Steps 3 and 4: try it, go live
Try your bot is the chat from the playground, on WhatsApp, with a link to the full playground (what the bot understood, matching, the other channels). It is the real conversation, and it counts towards your AI reply allowance. Go live has three small parts, none of which blocks you:
- Connect a channel. Optional; the playground works without one (connect a number).
- Where should we tell you about hot leads? An email box, filled in with your signup address (or several addresses separated by commas). It is not saved until you press Save, and while it is empty no hot-lead email is sent.
- Your bot's to-do: a pointer to the short list of things worth five minutes later.
I'll do this later moves on without any of it.
Done, and Fine-tune
Done says "You're set up", with Finish setup and Add your first (record) beside it. Pressing Finish setup stamps setup as complete, as long as every choice on the rules step is made (and, on a Medical or Home safety profile, the emergency message confirmed). Two things change:
- The setup page becomes a signpost, Already set up, with the links below.
- 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.
Fine-tune is a grid of links to the pages the older wizard walked through: Business profile, Categories, Your records, What your bot finds out (the questions it asks), Matching, Rules, and, while it is still allowed, Switch template. After an AI draft it starts with Check each part. The finished setup page also links to Channels. None is required, and each is already filled in from your template (or your draft).
Most of these pages, and the business, rules and try-your-bot steps above, carry an Ask AI box: type what you want changed and it shows you the change to Keep or Undo (Asking AI to change your setup). Everything an AI keeps is listed in Setup history.
Two of them are worth a look early. What your bot finds out is the bot's whole job: a question you mark Required is one the bot works to get answered. It asks at most three times, then lets it go, and a lead who still has not answered goes to your team with that question noted. Mark Required only what you cannot help anyone without (How the bot builds its conversation). And the Business profile holds the labels you use for your records and your customers, which the bot uses in real sentences.
Afterwards: the checklist and the to-do
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 decided your rules (and, where it applies, confirmed your emergency message), you have tried the playground, a channel is connected, you have added five of 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. Only owners and admins see the items that are theirs to do, and the checklist goes away on its own once everything is done (you can also close it).
Beside it, Your bot's to-do brings back, one a day, the few template defaults worth improving.