Create your workspace
Sign up, verify your account and add your business name. Your workspace brings your agent, knowledge and conversations together.
Create an accountYour path to the first conversation
A practical start.
A helpful agent.
Start with website chat. Add voice, channels and business tools as you need them. Here’s what to prepare and where each piece belongs.
Add the knowledge customers need
Start with useful public website pages, current policies, service details and common answers. Import pages, upload supported files or write information directly. Check that the sources are ready.
Explore knowledge and learningChoose your channels
For website chat, copy the widget snippet and add your domain. For voice, configure speech services and the provider. WhatsApp and Messenger need their own Meta accounts, permissions and public HTTPS callbacks.
See channel setup detailsConnect business tools when needed
Authorize a supported store for live catalog data, a calendar for meeting availability, or configure the reviewed read-only order-status API. Test permissions and field mapping before enabling an action.
Explore connected toolsReview the agent and test the experience
Open the playground and try common questions. Review sources and tool behavior. In Automation, connect the allowed knowledge and business tools in your agent graph, then save and publish deliberately.
Understand the visual builderInstall, observe and improve
Add the website widget, test from a visitor’s browser and check the inbox. Invite your team as needed. Review knowledge gaps, learning examples and conversation trends to decide what to improve next.
Explore support analyticsMake room for better conversations
A helping hand for your business.
Bring your knowledge, your voice, and your conversations together. Start with a workspace of your own.