The setup wizard, step by step
The wizard (onboard.php) is your first 15 minutes in the product: seven steps, each saved on its own, and any of them can be skipped and revisited later (onboard.php?step=3 is a direct link to a step).
- Basics β business name, language, country and currency. From here the assistant knows what to call you, which language to answer in and which currency to talk in.
- Knowledge β import from your website or fill in by hand: what you offer, what it costs and what is included; the vertical and persona too. It is the only knowledge the assistant answers from. Teaching the assistant β
- WhatsApp β a one-time connection of the business number through Meta (or by entering credentials). From then on every incoming message gets a reply β once you are live. Connecting β
- Phone number for the receptionist β instant provisioning or a request to our team. Number β
- Calendar and business hours β when meetings can be booked, how long a meeting lasts, and what the receptionist says when it picks up. Hours β
- Try the assistant β a chat in the simulator, like a customer. An inaccurate answer? Fix it in the knowledge and it learns immediately.
- Go live β choose how to continue after the trial (you can start for free and decide later), and the business becomes "Active". The checklist β
Skipped a step? The home screen shows a setup checklist with what is left, and everything is reachable from Knowledge & persona, Channels & numbers, Calendar and Settings. The agency owner opens the wizard for any business (?t=) and can enter the app before setup is complete; an agent sees a waiting screen until the business admin finishes.