Your first 15 minutes: the setup guide

Before you start

• A workspace with an active plan or trial.
• Your website login, if you're adding the chat to your site.

Steps

1. Open Home. The Getting started guide opens on the first step you haven't done; use Next and Back to move between steps.

2. Install the chat widget on your site: press Install. On Shopify the step reads Turn on chat on your Shopify store, with Turn on.

3. Name your AI and choose its picture: press Set up, fill in AI identity in Brain ▸ Configure, then press Save AI Config.

4. Get a phone number: press Set up. This step only shows on Chat + Phone plans.

5. Invite your team: press Invite to open Settings ▸ Team.

6. Add a FAQ to your knowledge base: press Add FAQ to open Brain ▸ Knowledge.

7. Build your first flow: press Build to open Flows.

8. Press Finish on the last step. Hide the guide closes it for good instead; either way, the Get set up list on Home keeps the steps that are left.

Check it worked

The Get set up list on Home shows how many of its steps are done, for example 3/5. When every step is done, the list goes away.

If it didn't work

The chat step won't tick.

It ticks once your first chat arrives, or once the Chattoko app embed is on in your live Shopify theme. Open your website and send a test message.

I can't see the guide.

Only owners and admins see it, and only until it's finished or hidden. After that, use the Get set up list on Home.

Related

• Add the chat to any website
• Add the chat to your Shopify store
• Add FAQs, and finish the sample answers
• Invite your team, and what each role can do
• Get an Australian phone number
• Your business name, logo and colours