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Quick Start

Audience: Sales/management (onboarding framing), support (guiding new customers), QA (verifying the happy path) · Where in app: Onboarding flow → Settings, Widget Setup, AI Features · Plan availability: All plans

What a new company owner does to go from signup to first conversation. This is the supported happy path; each step links to the screen that owns it.

What it does​

Walks a new tenant through account creation, widget install, channel and working-hours configuration, AI agent training, optional CRM connection, lead-score tuning, team invites, and a first test conversation. Completing it produces a working widget that captures leads and (optionally) answers visitors with AI.

How it works​

Follow the steps in order:

1. Create your account​

Sign up at the public landing site. Verify email. You land in onboarding.

2. Set up your company profile​

In Settings → Organization, fill in:

  • Company name + website URL
  • Industry (drives AI agent prompt tone)
  • Timezone (drives working-hours math)

3. Install the widget​

Three placement options:

  • Script tag — paste a <script> line just before </body> (simplest).
  • Google Tag Manager — same script, deployed via GTM.
  • Platform plugin — WordPress / Shopify / Wix / Webflow per-platform instructions.

After install, visit your own site — the launcher should appear. Status is reflected on companies.widget_installed.

4. Configure channels​

In Widget Setup → Channels, toggle what visitors can do: Live chat, Audio call, Video call. Defaults to all three on. Each can be relabeled (e.g. "Talk to us" instead of "Audio call").

5. Set working hours​

Settings → Working Hours — per-day start/end (HH:MM in your timezone). Outside hours, the widget shows your offline title text + offline questions and still captures leads (chat falls back to email).

6. Train your AI agent​

AI Features → Knowledge Base — upload PDFs, paste URLs, or write FAQs. The system scrapes your homepage by default and adds those facts to the agent's prompt. Then in AI Features → Chat Agent / Call Agent, configure:

  • Agent name + tone
  • Greeting message
  • Response size (concise / detailed)
  • Whether to hand over to a human after N turns
  • HubSpot — OAuth; syncs captured leads as Contacts and enables instant identity verification on returning HubSpot-tracked visitors (hubspotutk cookie).
  • GoHighLevel — OAuth; syncs Contacts + opportunities + bookings and enables ?contact_id=... landing-page identity verification.
  • Calendly — OAuth; makes Calendly your booking source.
  • Google Calendar — OAuth; lets the widget book directly into your calendar.

8. Set lead-score thresholds (optional)​

Settings → Lead Scoring — tweak weights for behaviors that matter (visited pricing, booked, shared phone, etc.). The default rules work for most.

9. Invite teammates​

Settings → Team — send invites with role-based permissions. They can take chats/calls from the desktop app or browser.

10. Have your first conversation​

Open your own site in incognito. Click the widget. Test chat. Test call. Watch it appear in Live Sessions.

Configuration & options​

StepScreenKey fields / persisted state
Company profileSettings → Organizationname, website URL, industry, timezone
Widget installWidget Setupscript tag / GTM / platform plugin → companies.widget_installed
ChannelsWidget Setup → Channelschat / audio / video toggles (default all on), per-channel labels
Working hoursSettings → Working Hoursper-day start/end (HH:MM, company timezone), offline title + questions
Knowledge baseAI Features → Knowledge BasePDFs, URLs, FAQs; auto homepage scrape
Chat/Call AgentAI Features → Chat Agent / Call Agentname, tone, greeting, response size, handover-after-N-turns
CRMSettings → IntegrationsHubSpot / GHL / Calendly / Google Calendar OAuth
Lead scoringSettings → Lead Scoringper-behavior weights / threshold
TeamSettings → Teamrole-based invites

Behaviors & edge cases​

  • The launcher will not appear until the script actually loads and companies.visibility is true — see Help & Troubleshooting → "My widget isn't showing".
  • Outside working hours the widget is not broken — it runs in offline mode and still captures leads.
  • The homepage scrape is automatic but can be stale; re-trigger it from AI Features → Knowledge Base if the AI's product knowledge looks out of date.
  • CRM connections are OAuth and the token can expire; status shows under Settings → Integrations.
  • Steps 7 and 8 are optional — defaults work for most tenants.

Plan & limits​

All steps are available on all plans. AI agent usage draws on the plan's monthly AI credits allotment (voice ~10x chat). Specific feature gating (e.g. outbound call agent, advanced agent settings) can be tier-dependent — verify against current package config.

Technical implementation​