Customer onboarding & product guidance
From your first account
to a customer-ready agent.
Choose your package, prepare reliable knowledge and learn your AI Agent Console one task at a time. Follow the steps, compare the real screens and check the result before moving on.
Follow the quick start →Choose the starting point that fits you
Already signed up? Start with Agent Setup below. Bringing your product catalogue online? Use the webstore preparation checklist. Checkout activation and the live webstore builder walkthrough are still awaiting verification; those guides are clearly labelled.
Part 1
Sign-up & subscription
Choose your package and create an account
Start with the customer journey you need: an AI Agent, a sales webstore, or sales and rental enquiries. Then find the correct account entry point.
Read guide →Add a payment card and find payment records
Locate the authenticated card form and understand the difference between saving a payment method, paying an invoice and activating a subscription.
Read guide →Part 2
Agent setup & knowledge
Prepare your company information and workspace
Collect the company details customers need, identify who owns your setup and prepare a consistent profile before configuring your agent.
Read guide →Quick start: your first AI Agent
Follow the setup order from account preparation to a tested customer entry point. Skip optional webstore and inventory work when it does not apply to your setup.
Read guide →Set up your agent’s identity, replies and handover
Give customers a recognisable assistant, define what it should answer and prepare the information your team needs when a person must take over.
Read guide →Add and check your agent’s business knowledge
Choose an appropriate source, add approved information and check that the agent can use it to answer real customer questions.
Read guide →Create FAQ knowledge your agent can answer from
Turn repeated customer questions into clear, self-contained answers that your support agent can retrieve without losing the business conditions.
Read guide →Prepare SOPs, policies and manuals for your agent
Document what to do, in what order, and when to stop—without exposing confidential procedures or letting the agent authorise exceptions.
Read guide →Test your agent and publish its chat entry point
Check real customer enquiries, then use the customer chat link or installation snippet supplied for the selected agent.
Read guide →Part 3
Products & webstore
Prepare products and check a catalogue import
Prepare a clean starting catalogue and follow a review checklist for whichever product-entry method your account actually provides.
Read guide →Prepare and verify inventory information
Decide which availability and pricing facts the agent may use, and check their source and freshness before relying on a connection.
Read guide →Prepare your webstore for customer enquiries
Prepare the company details, catalogue and enquiry checks needed for a useful webstore while the live administration walkthrough is being verified.
Read guide →Part 4
Usage & troubleshooting
Understand usage, credits and subscription changes
Find your account’s usage information, check top-up availability and distinguish account balances from confirmed subscription terms.
Read guide →Troubleshoot common onboarding problems
Check the selected agent, source material, customer link and billing state before escalating an issue. Start with the symptom you can reproduce.
Read guide →Written for customers—and support knowledge
Each guide includes prerequisites, exact control names, completion checks and common questions. The support export retains verification limits and screenshot links. Importing it does not automatically train or connect an agent.
View the structured knowledge export →