> ## Documentation Index
> Fetch the complete documentation index at: https://docs.botcadence.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Getting Started

> Follow the dashboard setup guide from a new project to your first live AI Agent

**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.

## Follow the checklist

<Steps>
  <Step title="Create your project">
    Give the project a clear name, choose the closest business area, and select the main language.
  </Step>

  <Step title="Write the instructions">
    Describe what your AI Agent should do, who it helps, and how it should speak. You can start with **Build → Prompts**.
  </Step>

  <Step title="Add business information">
    Add files, web pages, or a website domain under **Build → Knowledge Base** so the AI Agent can answer with your information.
  </Step>

  <Step title="Create a workflow">
    Choose Chat or Voice and create the conversation plan under **Build → Workflows**.
  </Step>

  <Step title="Test it">
    Open **Build → Playground**. Send a message for chat or start a test call for voice.
  </Step>

  <Step title="Connect a channel">
    For chat, open **Deploy → Channels**, create Web Chat, and connect the workflow.
  </Step>

  <Step title="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.
  </Step>
</Steps>

## 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.

<Info>
  You can follow the individual guides for [Build](/docs/build), [Deploy](/docs/deploy), [Operate](/docs/operate), and [Insights](/docs/insights) at any time.
</Info>