What's next after the wizard

After the wizard, you land on your agent’s page. The first time, the panel gives you a quick tour of the menu. You can open it again anytime with the compass icon, Getting started guide, in the top bar.

Checklist to get everything ready

1. Assign a channel to your agent. Without an assigned channel, it can’t reply. Read Connect and assign your first channel.
2. Upload what you sell. Your products in Catalog → Products and their photos in Catalog → Photos, or your services in Catalog → Services.
3. Review how you get paid. Connect Stripe to accept card payments, or confirm your account for bank transfers.
4. If you book appointments, connect Google Calendar from Channels & Integrations.
5. Review the agent’s voice in its Voice section.
6. Launch your agent with Validate and launch. Read Launch your agent.
7. Invite your team from People, if your plan has seats available.

The Dashboard also suggests your next step in the Next best action card while something is still missing.

The panel menu

Group	Options
Overview	Dashboard: a summary of conversations, sales, appointments, and your plan usage
Customers	Conversations (the WhatsApp, Instagram, and Messenger inbox), Campaigns, and Consents
Sales	Orders, Payments, Service Requests, and Calendar
Catalog	Products, Services, Photos, and Online Store
AI & Automation	My Agents, Automations (BETA), Agent Notifications, and Channels & Integrations
Workspace	People: your team and their roles

At the bottom of the menu are Partner Program and Settings. At the top you have the search box (Search…) and, in the top bar, Support, the language, the light or dark theme, and your profile.

Some options only appear depending on your role. For example, only the owner and admins see Consents.

If you need help

Message us on WhatsApp at +52 618 218 6238 or email [email protected].