Setup takes less than 10 minutes

Get Up and Running in 6 Simple Steps

From signup to your first captured lead — here's everything you need to deploy your AI sales agent.

01

Create Your Account

Sign up with email or Google. We create your first business workspace automatically.

Go to the login page and click "Sign Up"
Enter your Business Name, Email, and Password
Or use "Sign in with Google" for one-click setup
You'll be redirected to your Dashboard immediately

02

Add Your Knowledge Base

Upload documents, FAQs, or product info so the AI knows your business inside-out.

Navigate to Dashboard → Knowledge Base
Click "Add Entry" and paste your FAQ or product descriptions
The AI uses this data to answer customer questions accurately
Add as many entries as needed — pricing, services, hours, etc.

03

Build Your Flows

Design conversational workflows to capture leads, book appointments, or qualify prospects.

Go to Dashboard → Flow Builder
Click "New Flow" and set a trigger keyword (e.g. "pricing")
Add nodes: Message → Input → Options → Confirmation
Each input node captures data (name, email, phone, etc.)
Use the Visual PRO editor for complex branching flows

04

Deploy the Widget

Embed a single script tag on your website to go live instantly.

Go to Dashboard → Settings
Copy the Widget embed code from the "Widget" section
Paste it into your website's HTML before the closing </body> tag
Customize colors and greeting message in Settings
The chat bubble will appear on your site immediately

05

Connect WhatsApp (Optional)

Link your WhatsApp Business account so the same AI serves customers on WhatsApp.

Go to Dashboard → Settings → Integrations tab
Enter your Meta Phone Number ID and Access Token
Configure your webhook URL in the Meta Developer Console
Point it to: YOUR_API_URL/api/v1/whatsapp/webhook
Verify the webhook and start receiving WhatsApp messages

06

Monitor & Optimize

Track leads, review chat history, and refine your flows based on real conversations.

Dashboard overview shows total sessions, messages, and leads
Check "Chat History" to read actual conversations
Review "Leads & Bookings" to see captured data
Update your Knowledge Base and Flows based on common questions

Ready to automate your sales?

Start capturing leads in under 10 minutes. No credit card required.