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New accounts start with a short setup that uses your public website to prepare a business profile. After the agent is created, a five-step checklist guides you through knowledge, voice and tone, testing, channels, and team access.

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Before you begin

Have these ready:
  • Your business’s public website URL
  • The business name and a short description of what it offers
  • The main jobs you want the agent to perform
  • Several real customer questions for testing
Use the business’s official public website. Review the generated profile and any knowledge you add later; website copy can be incomplete, outdated, or written for marketing rather than customer support.

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1. Create the account from your website

From the sign-in screen, select Create account. Enter the public website and continue to the account step. Review the website shown on the account step. Use Edit website if it is wrong, then create the operator account with email and password or Continue with Google. Use a shared operational address only if your team has an approved ownership and password-management process.

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2. Review the business profile

Visito reads the website homepage and proposes a business name and description. Review and edit both fields before continuing. The description should explain what the business offers in plain language; it is not a replacement for the full Knowledge Base. If Visito cannot read the homepage, enter the details manually. You can correct the website and select Analyze again.

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3. Choose what the agent will do

Select one or more initial use cases:
  • Customer support
  • Sales and leads
  • Bookings and appointments
  • Product or service recommendations
Select Create agent when the profile and use cases are correct. These choices create a starting point; you can refine agent behavior later in Personalization.

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4. Complete the setup checklist

After creation, select Set up your agent. The dedicated setup page tracks five tasks:
  1. Add and review Knowledge Base sources.
  2. Configure voice and tone.
  3. Test real questions in Playground.
  4. Connect a customer channel.
  5. Invite the team members who will operate the workspace.
Each task links to the relevant dashboard page. Mark it complete when you have verified the result. Completing all five tasks hides the setup entry points. Workspace admins can also dismiss setup permanently.
Initial setup reads only the website homepage to prepare the business profile. It does not automatically add the entire website to the Knowledge Base. Add the website from Agent → Knowledge Base when you want Visito to crawl and use its pages for answers.

Continue with the go-live checklist

Verify knowledge, behavior, handoffs, integrations, and message delivery before enabling customer traffic.