Four steps, one afternoon
1. Connect a channel
Link WhatsApp or Instagram in Live Inbox first — it is the fastest way to see real conversations flowing in. One channel is enough to start; add the rest once replies look right.
2. Add ten Q&As
Write ten of your most common customer questions into the knowledge base before your first test conversation. Price, hours, delivery and returns cover most businesses.
3. Set your handover rule
Decide what triggers a human takeover: a keyword like “agent”, or any message the AI cannot answer confidently. The default — hand over on uncertainty — is right for most teams.
4. Turn on one automation
Start with a single Engage & Automate keyword flow, like replying “PRICE” comments with your catalog link. One flow teaches you more than five half-built ones.
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Try It on a Free Plan
No card, 10 conversations a month. Connect a channel and see it working on your own messages before you pay anything.