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Documentation / quickstart

Build, test and launch your first workflow.

Nothing goes live merely because an account was created. Build one useful workflow, test its normal and failure paths, then choose when it may handle customer conversations.

  1. 01

    Choose one job: answer, book, qualify, update, take a request or conduct an approved follow-up.

  2. 02

    Add and approve business knowledge. Treat website-extracted information as an editable draft.

  3. 03

    Select the launch voice, language and channel.

  4. 04

    Connect only the calendar, CRM, help desk, commerce, automation, API or MCP action the task needs.

  5. 05

    Define when a person transfers, calls back, receives a ticket or gets an alert with context.

  6. 06

    Test normal completion, a person request, uncertainty, integration failure and disconnection.

  7. 07

    Add an available number or eligible existing route only after testing.

  8. 08

    Review voice, messaging, number and optional-service billing before production use.

Build, test, then launch.

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Useful answers

Frequently asked questions.

Does creating an account activate calls?+

No. Account creation does not activate an assistant.

What should I test before launch?+

Test the expected task, a request for a person, uncertainty, connection failure, disconnection and any required consent or recording disclosure.