Set up your agent: the setup wizard, step by step

After you create a workspace, a seven-step wizard takes you from an empty business to a published agent. You can leave and come back; the steps down the side show which ones are done.

1. Business profile. Check your business name, location, timezone, contact email and Kind of business, then press Looks right — continue →. To fix something, press Change something first.
2. Agent. Name your agent, pick a Tone, and write the Greeting and Closing. Add instructions, an escalation note and an optional transfer number, and choose a voice. Press Save and continue →. A Hear it now panel on this step lets you call the agent you just described.
3. Opening hours. Tick the days you are open and set times, then add any Holidays & closures. Press Save and continue →.
4. Knowledge. If your kind of business takes bookings, Your services comes first: what you offer, how long it takes and what it costs. Below it, add anything else callers ask about, as a text section or an uploaded document. Press Save step and continue →.
5. Widget. Name the website button (Button label), pick its Button color, and list the Allowed domains where it may appear. Press Save and continue →.
6. Plan. Choose a plan, or press Skip for now → to stay on Free. Nothing here blocks you from publishing.
7. Review and publish. Read the summary, then press Publish this business.

What you can skip

Every step has sensible defaults for your kind of business, so you can click through and refine later. The agent starts with your trade's usual services and lengths, and no prices. Fill in prices before you publish, because the agent will only quote what is in your services list.

Where each answer lives afterwards

• Greeting, tone, instructions, voice and keypad: Agent in the sidebar, in the tabs Agent, Agent instructions, Voice and Keypad.
• Opening hours and the business profile: Settings › Business.
• Services and prices: Bookings › Setup.
• Documents, answers and websites: Knowledge.
• Website button and the hosted page: Agent › Widget.

Related guides

• Choose your kind of businessPick the trade that matches your business so your agent starts with the right rules, services and questions, and find out who can change it later.
• Test-call your agent before you go liveHear how your agent answers from your browser, before and after you publish, and what a test call uses.
• Publish your agent and go liveWhat Publish does, what to check on the review screen, and how later edits reach callers, including saving a version.
• Add knowledge: answers, text and documentsGive your agent the facts callers ask about by writing question-and-answer pairs, adding text sections, or uploading documents.