Setup wizard: five steps
Plan, company details, who answers calls, code for your website - the wizard walks you through it all in order.
After your first sign-in, the dashboard opens a setup wizard. It takes you through five steps and remembers your progress - you can stop and come back.
- Plan and card - choose a plan and add a card. We don't charge anything for 3 days. Details in Free trial.
- Company and website - company name, your name and website address. Once you save, the AI assistant starts reading your website.
- Who answers (only on plans with callback) - how you take calls, the number we use to call customers, your mobile number and business hours.
- Code for your website - instructions for your platform (WordPress, Shopify, Wix and others). You can click “I'll do it later”.
- Done - you go to the dashboard.
You can change every wizard setting later in the dashboard - nothing is permanent.
Something missing?This documentation describes what the dashboard does today. If something doesn't match or you couldn't find it, ask in the help chat in your dashboard or send a request. Help & support →