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You’ll build an agent that answers the phone, answers questions, and follows your guidelines. It takes about 10 minutes.

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1. Set up your workspace

The first time you log in, Set up your workspace opens. It asks for your company name, language, and country, and what matters most to you right now. Your answers are used to suggest the right order later. You can close it and move on. It won’t open again.

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2. Create the agent

Click Agent in the menu on the left, and choose Create new. The New agent panel opens from the right. You get one question at a time. Click Continue to move on, or Skip on the optional ones.
1

What is your website?

Type the address into the Website field. We read your pages to understand what you do. The field is optional.
2

What should this agent do?

Choose a card: Support, Sales, Front desk, or General. Your choice decides which template the agent starts from.
3

Where should it work?

Choose at least one channel. Chat and Phone are ready now. If you choose a channel we haven’t finished yet, we’ll tell you on the next screen.
4

Which systems do you use?

Three optional questions: Support system, CRM, and Other systems. If you chose Phone, we also ask about Phone system.
5

Ready to create

Read through the list, and click Create agent.
We create the agent and take you to the channel you chose. Everything you answered can be changed afterwards.

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3. Teach the agent your business

The agent’s menu starts with Teach. Content is what the agent answers from. Click one of the cards under Add content:
  • Website sync reads your public pages
  • Document takes a PDF, a spreadsheet, or a Word document
  • Snippet is a short piece of text you write yourself
The sources live in the workspace library, so several agents can use the same source. More in Agent knowledge and training. Guidelines are what the agent should and shouldn’t do. Start with General instructions, and click Edit. More in Behaviour and style.

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4. Choose what the agent can do

Under Teach there are three more pages: Turn on only what you need right now.

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5. Test the agent

Go to Test → Live test. You talk to the agent by phone or chat, with the setup as it is right now. You don’t need to publish first. Try three things:
  1. A completely ordinary question
  2. Something the agent can’t know. What does it do then?
  3. A request to speak to a person
Under Test → Questions you can save fixed questions with an expected answer and run them again later.

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6. Turn on the channel

Go to Turn on. General is the agent’s name, the name it uses with people, the company name, Opening message, Languages, and the longest conversation length. Phone has the Numbers tab. Choose a free number from the list. If you have your own phone system, set it up under Phone system, see Phone and PBX. Chat has the Install tab. Copy the line, and paste it into your website. See Setting up your chatbot. The card at the top of the page shows what’s missing before the channel can take conversations.

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7. Publish

Changes don’t go live by themselves. Click Publish in the agent’s menu when you’re happy with it. See Publishing your changes.

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8. Go live

Finally, choose a plan. Click Go live at the bottom of the menu on the left, or go to Settings → Subscription. From that moment, real enquiries get answered.
Many people let their own phone system control when the agent should answer. For example, outside opening hours, or when the main number isn’t picked up.

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Next steps