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Docs

Short guides for the things people set up first. Read them in order if you are new.

  1. 1

    Getting started

    Sign up, verify your email, start the $1 trial, and finish the two setup screens.

  2. 2

    Adding your knowledge base

    Three ways to teach the AI about your business, and what each one is good for.

  3. 3

    Putting the widget on your site

    Copy your snippet, paste it on your website, and check that it is really live.

  4. 4

    Connecting a phone number

    Claim the number your plan includes, add extras, and release one you no longer want.

  5. 5

    A2P and CASL in plain English

    What the texting rules are, what we do about them, and what stays your job.

  6. 6

    Inviting your team

    Send an invite, pick a role, manage seats, and remove someone who has left.

  7. 7

    Billing and cancelling

    Go live, change plan, top up credit, find your invoices, and cancel.

Cannot find it? Ask us. Pricing questions are answered on the pricing page.