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Getting started

Finish the setup guide

Work through the setup steps on Home so your workspace is ready to talk to customers.

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Transcript

In this video, you'll work through the setup guide on Home. Home shows your setup steps, and the bar shows how many are done. Steps with a tick are finished. The rest still need you. Click the green button on the next step. Here, it opens the AI assistant setup. Each step takes you to the right page. Do it there, then come back to Home. A finished step gets a tick, and the bar fills up. Until every step is done, signing in opens this page, so you never lose your place. For more short guides, look for the Watch how button at the top of the page.

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