Getting started
From your first workspace to a useful first answer.
View collection ↗Let’s find your next step.
Practical instructions for your workspace, from publishing the first source to connecting your team’s tools.
31 results · Showing 6 to get you started
- Getting startedSet up your first website
Start with the essentials: accurate knowledge, a visitor experience you have tested, and a verified website.
- Getting startedCheck that your agent is working
A visible launcher is only the first check. Test the answer and the route back to your team.
- InstallationAdd the messenger to your website
Use the embed generated for your website rather than copying a script from another workspace.
- InstallationInstall on a Next.js website
Place your workspace’s generated embed in a shared layout so route changes do not create duplicate launchers.
- InstallationInstall on a site builder or CMS
WordPress, Webflow, Shopify, Wix, Squarespace and Framer offer different ways to add site-wide custom code.
- InstallationUse the messenger across websites and devices
Each website has its own setup and public key. Test the experience at the sizes your visitors use.
Browse a collection.
Still need help? Contact us ↗Installation
Add the messenger and check the live experience.
View collection ↗Troubleshooting
Find the cause of a missing widget or an unhelpful answer.
View collection ↗Your AI agent
Shape the welcome, tone and human handoff.
View collection ↗Knowledge
Import, review and publish the information behind answers.
View collection ↗People & companies
Understand the context visitors choose to share.
View collection ↗Meetings
Connect a provider and test the booking flow.
View collection ↗Integrations
Connect your CRM, store and team alerts.
View collection ↗Account & team
Access, roles and workspace settings.
View collection ↗Plans & billing
Understand allowances and manage your subscription.
View collection ↗Security & privacy
Review data controls and request more information.
View collection ↗