Getting started

Create your account#

1. 1

   Step 1: Open the sign-up page

   Press Get started at the top of this site, or go to /signup. The page is called Create your account.

2. 2

   Step 2: Fill in your details

   Then press Create account.

   • Company name — the name your customers know you by. Your agent greets people with it.
   • Work email — this becomes your sign-in.
   • Phone number — 10 to 15 digits.
   • Password — at least 8 characters, with a letter and a number.
3. 3

   Step 3: Verify your email

   Type the 6-digit Verification code from your inbox and press Verify email. The code is valid for 5 minutes; Resend code sends a new one after a minute. Once verified you are signed in.

Set up your workspace#

The first time you sign in, a short setup opens on top of the panel (Step 1 of 5). Your answers decide the starter setup your workspace gets — including the agent built for your kind of business — so they are worth a minute.

1. 1

   Step 1: Your organisation

   Your company name, whether this is a company or just you, who looks after the account, and a phone number.

2. 2

   Step 2: What your business does

   Pick the card closest to your business (for example Healthcare, Manufacturing, Education, Hospitality, Real estate or Professional services), your team size, and anything else worth knowing.

3. 3

   Step 3: Where you work from

   City, state, time zone, and the language your agent should reply in.

4. 4

   Step 4: What you want to automate

   Choose any of: answer customer questions, qualify incoming leads, book appointments, send quotations, sell and follow up, track orders, or something else.

5. 5

   Step 5: Billing details

   GSTIN and billing address — both optional. Press Finish setup.

   Tip: Any step can wait: Skip for now moves on and the question is offered again later. GSTIN and the billing address can also be added any time under Settings → Profile → Billing Information.

Choose a plan#

There is no free trial: the panel opens once the workspace has a plan. Until then you see Choose a plan to switch on your workspace in place of the panel. Signing up and the setup above cost nothing.

1. 1

   Step 1: Pick a billing cycle

   Monthly, Quarterly, Half-yearly or Yearly — longer cycles show their discount. Prices are shown before GST.

2. 2

   Step 2: Press Choose plan on the plan you want

   Each plan lists the modules and limits it includes. The full comparison is on the pricing page.

3. 3

   Step 3: Pay

   Check the lines and the GST, add a Coupon if you have one and press Apply, choose how to pay under Pay with, and press Pay.

When the payment goes through, the panel opens. If you picked a business type during setup, a starter agent for that kind of business is waiting on Agents — a good place to begin.

Find your way around the panel#

Everything happens in the organization panel. The sidebar is grouped like this — you only see the parts your plan and your role include:

Dashboard and Agents

Conversation and handoff totals at a glance, and your agents — where you train them, build their workflows, test and publish.

Overview

Ask Agent, Conversations, Handoff Requests, Handoff Inbox and Website-Analyzer.

Sales

Products, Clients, Documents (quotations, proposals, invoices) and Document settings.

Schedule

Calendar, Appointments, Services, Staff & hours and Booking settings.

CRM

Leads, Campaigns, Drips, Reports, Scheduled reports and CRM Settings.

Teams and Transactions

Pools and Add Member; your Plan and payment History.

At the bottom

Integrations (WhatsApp and other connections) and Settings (your profile, roles and permissions, and an activity log).

What to do next#

• Build your first agent — teach it your business and test it.
• Put the agent on your website — one script tag.
• Add your team — members, roles and pools.