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Getting Started is the guided checklist inside a project. It takes you from an empty project to a tested AI Agent that people can reach. The checklist changes slightly depending on whether you choose chat or voice:
  • Chat — create a project, write instructions, add knowledge, create a chat workflow, test it, connect a channel, and copy the website setup code.
  • Voice — create a project, write instructions, create a voice workflow, and test a call in Playground.

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Follow the checklist

1

Create your project

Give the project a clear name, choose the closest business area, and select the main language.
2

Write the instructions

Describe what your AI Agent should do, who it helps, and how it should speak. You can start with Build → Prompts.
3

Add business information

Add files, web pages, or a website domain under Build → Knowledge Base so the AI Agent can answer with your information.
4

Create a workflow

Choose Chat or Voice and create the conversation plan under Build → Workflows.
5

Test it

Open Build → Playground. Send a message for chat or start a test call for voice.
6

Connect a channel

For chat, open Deploy → Channels, create Web Chat, and connect the workflow.
7

Put it on your website

Open the channel settings, copy the setup code, and add it to your website. Ask the person who manages your website if you do not edit website code yourself.

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How progress works

The checklist remembers completed steps for each project. Use Continue to open the next unfinished screen, or use the sidebar when you want to work on something out of order. Completing the checklist hides the Getting Started item from the project sidebar, but you can keep using every project page normally.
You can follow the individual guides for Build, Deploy, Operate, and Insights at any time.