Your first 15 minutes
From an empty workspace to a live automation that answers customers.
3 min read
Your dashboard shows a setup checklist that follows you until you are live. Here is the same path in plain words.
- 1Connect a channel — open Channels and connect the one your customers use most (usually WhatsApp or Instagram).
- 2Decide who answers first — an AI agent (answers anything using your facts) or a flow (a fixed script with buttons). Not sure? Read “Flows or an AI agent?”.
- 3Build it from a template — both Flow Studio and AI Agent Studio start from ready-made templates, so you only change the words.
- 4Test it — chat with your agent in the playground, or run your flow in the test panel.
- 5Publish and attach it to your channel — it starts answering new messages right away.
- 6Send yourself a message from your phone and watch it arrive in the Live Inbox.
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