---
title: "What's next after the wizard"
description: "A tour of the panel menu and a checklist of what to get ready after you create your agent."
section: "Getting started"
url: https://interlinked-ai.com/en/resources/docs/after-the-setup-wizard
lang: en
lastUpdated: 2026-10-11
reviewedAt: 2026-10-11
---

# 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](/en/resources/docs/connect-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](/en/resources/docs/publish-and-go-live).
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 contact@interlinked-ai.com.