Guided Onboarding

Guided Onboarding When you log in for the first time, a full-screen guided onboarding wizard walks you through everything you need to launch your first AI agent. The wizard adapts to your business — it has up to 13 steps , but only shows the ones that are relevant to you based on how you answer along the way. Everything you fill in goes onto one AI agent , which exists from the moment the wizard reads your website. There's no separate campaign created behind your back: what you build here is the agent you'll keep editing afterwards on the AI Agents page. How the Wizard Works The wizard takes you through one screen at a time, with a step indicator at the top showing your progress. Steps adapt to your choices. Whether you see the booking steps, the calendar steps, or the contact-import step depends entirely on what you pick earlier in the flow — see the conditional steps below. You can go back. Use the back button to return to any previous step and change your answers. Your progress is saved. If you close the wizard and come back later, it offers to resume exactly where you left off — or you can start fresh. If you'd already started the wizard before the agent-first version arrived, resuming keeps you on the flow you began, unchanged; start fresh to get the newer one. Completing steps earns bonus credits. Connecting a channel, connecting Google Calendar, and a few other milestone steps quietly add bonus credits to your account balance as you complete them, on top of whatever yo