Docs · Setup
Getting started
From signup to your first handled conversation in about an hour. No developers needed.
1. Connect a channel
Settings → Channels → choose WhatsApp, Instagram, email or web chat. WhatsApp connects by QR scan or Business API; Instagram by logging into the linked Meta account.
Start with the channel that gets the most messages. The team begins in read-only mode: it sees conversations but sends nothing, so you can connect with zero risk.
2. Teach your playbook
Setup → Playbook. Paste or upload your price list, services, hours, delivery zones and policies. Then answer the ten setup questions — tone, languages, what to never promise.
The more concrete your playbook, the better the answers. “Full detail AED 450, 3 hours, sedans and SUVs only” beats “car detailing, prices vary.”
3. Go live in ask-first mode
Flip the channel from read-only to ask-first. Every draft reply appears in your review queue — approve, edit, or reject. Corrections teach the team permanently.
Most businesses approve drafts for 3–5 days, then switch routine replies to automatic and keep payments and refunds on ask-first.