Onboarding checklist
Work through the phases in order. Each item links to the page that explains it.
Account
Section titled “Account”- Sign up and build your first bot from your website: Quickstart
- Learn the main menu (Answers, Events, Blocks, Tools, Analytics, History, Settings): Navigation
- Invite your colleagues in Settings, Users: Navigation
- Check your plan and billing in Settings, Billing: Navigation
Bot content
Section titled “Bot content”- Check the bot’s language and market: Markets
- Add your FAQ pages, documents and product feed as knowledge bases: Knowledge bases
- Set the assistant’s name, tone and reply length: AI agent
- Review and edit the answers that came with the bot: Answers
- Add variables for facts that change, such as opening hours: Variables
- Connect tools if the bot should look up orders or other live data: Tools
- Set up the handover to a person (email or help desk): Email help desk
Channels
Section titled “Channels”- Match the chat look to your brand in a theme: Themes
- Deploy the chat: Webchat
- Add WhatsApp, Messenger or Telegram if you need them: Channels overview
- Connect email if the bot should answer emails: Email
Go-live
Section titled “Go-live”- Test the bot with at least 20 real customer questions: Best practices
- Test the handover to a person end to end: Best practices
- Paste the snippets on your site: Install the webchat
- Open your live site and send a message: Install the webchat
After launch
Section titled “After launch”- Read the first conversations in History: History
- Check Analytics weekly: Analytics
- Fix unanswered questions by adding content or answers: Best practices
- Check that knowledge bases update on schedule: Knowledge bases
- Read the answers to common problems: FAQ