What is the checklist on my dashboard, and do I have to finish it?

Once you have finished the three setup screens, your dashboard shows a short checklist of the things worth doing next. Every item on it is something you can do yourself, in any order, and nothing on it is a requirement to keep using your account.

What is on it

1. Add your business name. Only shown while your account still has a stand-in name on it. It disappears for good once you add the real one.
2. Account created. Already ticked off, this one just confirms you are in.
3. Ask your AI a question. Ask it something about your business and watch it answer, see How do I see my AI actually answer a question?
4. Connect a channel. Turn on Website Chat, SMS, WhatsApp, Voice AI or a softphone, so a real customer can actually reach your assistant.
5. Put the chat on your website. Only shown if you turned on Website Chat. Turning the channel on is not the same as the chat bubble being on your site: this step ticks itself the first time we see the bubble load on one of your pages, see How do I put the snippet on my site, and check it's really live?
6. Add your business knowledge. Add a few FAQs or your services, so the answers sound like you rather than a generic search engine.
7. Have your first customer conversation. Ticks itself off the moment a real customer's message shows up in your inbox.
8. Set up how you deliver the work. Only shown if your plan includes the back office. Set up the steps your work goes through after the sale, see How do I set up my customer journey?
9. Turn on your first automation. Also back office only. Let a step chase itself, see How do I send an automatic text, email or task when something happens?
10. Invite a teammate. Optional, only worth doing if you share the work with anyone.

Each item shows roughly how many minutes it takes, and clicking it takes you straight to the real screen where you do the work, never a separate wizard.

The two back-office steps wait their turn. They are held back and do not appear on the card until the front desk steps above them are finished. Then they show up, the first one as Up next. The "N of M done" count already includes them, so it can look like you are further from done than the card suggests.

A step that is not for you

Some steps will not apply to your business, and you should not have to look at them forever. Next to the step being offered there is a Not for me button. Press it and the step moves down to a Set aside line at the bottom of the card, with an Undo next to it if you change your mind.

A step you set aside is not marked as done, because it is not done: we only tick something off when we have actually seen it happen, and we would rather tell you the truth about your own account. What setting it aside does is stop it counting as work you still owe, so it no longer holds up the rest of the list and no longer triggers our setup reminder emails.

Setting a step aside applies to the whole account, the same as hiding the card, so your colleagues see it set aside too.

Hiding it and bringing it back

If you would rather not see the checklist at all, you can dismiss it. It belongs to the whole account, not just to you: if you hide it, everyone else on your team sees it hidden too, and there is a Resume setup control on your dashboard to bring it back whenever anyone wants to.

When it disappears

The checklist, and the Finish setup item in your sidebar, both go away automatically once every required item is either done or set aside. Invite a teammate is optional and is never counted against you, so a business with one owner and no staff can finish the checklist without ever using it.

It can also come back. If the back office is switched on for your account after you finished the front desk, the checklist returns with the back-office steps on it. Nothing has gone wrong when that happens, there is simply something new worth setting up. Set those steps aside if you do not want them.