Everything after sign-up.
How to get the agent live, put it on your website, your phone line and your inbox, fix an answer that came out wrong, bring your team in, and read the bill. No account needed to read any of it — send your web developer straight here.
Getting started
From a signed-up account to an agent answering a real customer.
Get your agent live
The whole path from a new account to an agent answering a real customer: point it at your website, read what it learned, chat with it yourself, then put the snippet on your site.
ReadYour first week
What to actually do in the seven days after the agent goes live: read conversations, close the gaps they expose, turn on handoff, and set the cap before volume finds you.
ReadWhere everything is on an agent
Every setting on an agent and the page it lives on — the voice, the transfer number, the chat colours, business hours and the rest — and the fastest way to jump to any of them.
ReadChannels
Website chat, the phone line, the agent's own email address and WhatsApp.
Install the chat widget
One script tag puts the agent on your website. What the tag is, where it goes on the common platforms, how to prove it loaded, and the per-page options that ride on the tag itself.
ReadPut the agent on your phone line
Get a number the agent answers, keep the number you have published for years, and set the transfer line that a caller asking for a person actually rings.
ReadGive the agent an email address
The agent gets its own inbox and answers what arrives there. How to forward your support address to it, and what happens when a reply needs a person.
ReadAnswer customers on WhatsApp
Connect a WhatsApp Business number from your own Meta app, and the agent answers WhatsApp messages with the same knowledge as chat.
ReadKnowledge and answers
What the agent reads, and what to do when it answers badly.
Train the agent on your website
What the crawler takes and what it cannot reach, how to add a page, a file or a plain note by hand, and why facts belong in knowledge rather than in the agent's instructions.
ReadFix a wrong answer
A method for bad answers: find the sentence, trace it to knowledge, instructions or a missing handoff, fix that one thing, and re-ask the same question.
ReadTeam and handoff
Inviting people, what each role can do, and taking a conversation over.
Invite your team and pick roles
The three roles, what each one can actually do, who can invite, and what someone new to your team sees the first time they sign in.
ReadHand a conversation to a person
Turning handoff on, setting the number a live transfer rings, taking over a chat or an email from the dashboard, and what happens outside business hours.
ReadActions and the inbox
What the agent does besides answer: leads, messages, bookings, your own systems.
Billing
What each plan includes, what you pay past it, and the cap that stops a surprise.
Troubleshooting
The three things that actually go wrong, and how to tell which one it is.
The chat widget is not showing up
Four causes, in the order worth checking them: the tag is not on the page, the container was never published, the domain is not on the allowed list, or your own CSP is blocking it.
ReadThe agent says it does not know
Sometimes that is the correct answer and your website is the problem. How to tell that apart from a retrieval failure, and what to do about each.
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