First day setup checklist

1. Teach the AI your business

1. Open Train AI from the sidebar.
2. On the Knowledge tab, add a source: Plain text (hours, prices, FAQs, policies), Files (PDF, CSV or text documents) or Image (menus, brochures, price lists).
3. If you have a website, type its address under Have a website? and click Scrape.

The AI only answers from what you add here. The more of your real customer questions it covers, the more it can answer.

2. Tell it how to talk

1. In Train AI, open the Instructions tab.
2. Write how the AI should sound and what to do when it does not know, or tap a starter line such as "If you don't know something, say our team will get back within an hour."
3. Click Save.

3. Test before you go live

1. In the Test your AI panel in Train AI, type a customer message and click Send.
2. Ask the questions your customers ask most. If an answer is wrong or missing, add the right info on the Knowledge tab and test again.

4. Turn on the AI

1. Open Settings from the sidebar.
2. Switch on Turn on AI Agent. New conversations are then answered automatically until you take over.
3. Optional: switch on Hand back to AI when I go quiet, so the AI takes a chat back after you stop replying for a set number of minutes.
4. Optional: set a Reply delay so replies arrive after a short pause with a typing indicator.

Chats imported when you connected start with the AI off. Open one in Chats and click Hand back to AI if you want the AI to answer it.

5. Optional extras

• Create an AI Automation to collect details like name, need and budget from new contacts.
• Invite your team under Team so they can reply from Chats (Growth plan and above, owner only).
• Fill in My Profile, including your time zone, so dates and times show correctly.
• Choose a plan under Plan and billing before your trial ends so the AI keeps replying.

Then, every few days

Check the Unanswered tab in Train AI (the number badge on Train AI tells you how many are waiting). Add the answers once and the AI knows them from then on.