The setup wizard
What each wizard chapter asks for, what's required, how it changes based on what you sell, and what you get when you finish.
In the product: How it works →
Before you start: Create your account and verify your email
The first time you log in to the panel, the Set up your workspace wizard opens. It asks you the questions needed to create your first agent: what your business sells, how you deliver, how you get paid, and how the agent should talk. The panel keeps you in the wizard until you finish it.
The chapters
Each chapter appears in the wizard’s sidebar as Required, Optional, or Complete later (if you skipped it).
| Chapter | What it asks for | |
|---|---|---|
| Personalize | Your role, who you sell to, and how many customers message you per week | Optional |
| Workspace | Business name (and, if you want, your website and industry) and Agent name | Required |
| Agent’s job | What your business offers and, if you sell products, how your customers receive them | Required |
| Operations | Delivery rules, locations, payments, and business context | Depends on what you sell |
| AI model | The model the agent will use (one comes preselected) | Required |
| Voice | Style, response length, emojis, and communication instructions | Optional |
| Connect and collaborate | Your catalog, your channels, and your team | Optional |
| Review | A summary of everything to confirm | Required |
Operations appears once you choose the agent’s job, so at first you’ll see seven chapters.
Agent’s job: the main decision
First you choose what your business offers: Products, Services, or Products and services. If you choose Products, you also choose how your customers receive their orders: Shipping, Pickup, or Both. The wizard shows you the Recommended setup with the steps the agent will follow in each conversation.
Read How workflows work to see what the agent does in each case. You can change this decision later from the agent’s Work section.
Operations based on what you sell
| If you choose | The wizard asks for |
|---|---|
| Products with Shipping | Shipping rules and how to get paid |
| Products with Pickup | Pickup rules, at least one location, and how to get paid |
| Products with Both | Shipping and pickup rules, at least one location, and how to get paid |
| Services | Nothing required; your services are set up in Connect and collaborate |
| Products and services | Shipping and pickup rules, at least one location, and how to get paid |
- Delivery Rules: a Flat Shipping Rate and a Free Shipping Threshold amount. Both are required and must be greater than zero.
- In-Store Pickup Rules: the order’s Preparation Time, or Immediate pickup.
- Store Locations: the name, the address (search for it on Google Maps or type it in), and the hours of each location.
- How do you want to get paid?: Card with Stripe, Bank transfer, or both. To continue, you need at least one of them ready: Stripe connected or a complete bank account (with a CLABE in Mexico).
- Business context (optional, up to 5,000 characters): what the agent should always remember, like delivery areas, special hours, or what you don’t offer. You can edit it later from Guided configuration.
Connect and collaborate
- Product catalog: import your catalog from an Excel or CSV file. You can choose Skip for now and upload it later.
- Services: create your services step by step and define what the customer should achieve in each one. If you choose Services or Products and services, you’ll need at least one active, complete service before you turn on the agent.
- Connect Channels: WhatsApp, Instagram DM, or Facebook Messenger. To continue from this screen, you need a connected channel; if you don’t have one, use Skip section.
- Team: the team invitation appears after you connect a channel. The Free plan includes a single seat, so you can invite your team later from People.
Save and come back later
- Your progress is saved when you click Continue, Back, or Skip, not while you type. At the top you’ll see Progress saved.
- You can close the tab and come back: the wizard picks up at the last saved step.
- If you leave the wizard untouched for 7 days, it starts over. Anything already saved, like your catalog, is kept.
- With Back, or from the sidebar, you can go back to any chapter you’ve already completed.
When you finish
In Review, click Create draft agent. Your agent is created turned off and as a draft: it doesn’t reply to anyone yet and has no channels assigned. The panel takes you to the agent’s page with the notice Your agent was created as a draft.
Next, assign a channel and launch your agent.
The welcome wizard doesn’t open again. To change these answers later, use Guided configuration on the agent’s page.