The “Getting started” checklist on Overview
The list at the top of Overview shows what's still left to set up.
On Overview, the admin sees a “Getting started” list with an “X of Y done” counter. Each step has a “Set up →” button that takes you to the right tab.
Steps:
- Choose a plan
- Set the widget's look and texts
- Paste the widget code on your website - it ticks itself once the widget appears on your site
- Set business hours
- Add agents (on plans with callback, also a mobile number for answering calls)
- Turn on chat and the AI Assistant
- Your own phone number - optional
You can hide the list with the “Hide” button. As long as something is left to do, you can bring it back with the small “Getting started (x/y)” button.
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