
Start here
Access and navigation
Sign in, choose a workspace, and understand the dashboard layout.
Set up a new workspace
Import your website, review knowledge, choose a tone, test the agent, and launch.
Build your first agent
Add knowledge, personalize responses, test the agent, and connect a channel.
Run the inbox
Review conversations, reply manually, resolve handoffs, and assign owners.
Connect your systems
Connect channels, businesses, and operational integrations.
Apply best practices
Use examples and checklists for knowledge, instructions, handoffs, and testing.
How the dashboard is organized
The sidebar follows the lifecycle of your operation:- General - Home, Conversations, Follow-ups, and Billing & Usage.
- Agent - Playground, Knowledge Base, Assets, Personalization, and Handoff Rules.
- Connections - Businesses, Channels, and Integrations.
- Tools - Commerce, Customer Engagement, and Build.
What you can do
- Centralize WhatsApp, Instagram, Messenger, and Webchat conversations.
- Give your AI business-specific knowledge and approved shareable assets.
- Control tone, response length, conversation scope, and human handoffs.
- Connect CRM, commerce, scheduling, booking, and other operational systems.
- Sell items and collect eligible payments with Stripe.
- Automate follow-ups and supported event-driven messages.
- Create API keys and custom tool calls for deeper integrations.
Some configuration and developer actions are admin-only. Users can still work with the operational surfaces their role allows.