Setup Wizard

The Setup Wizard helps you configure your AI agent quickly and easily. Most businesses are up and running within minutes. Find it in the admin sidebar under Setup Wizard.

Overview

The wizard guides you through 6 steps to create a fully configured AI assistant:

1. Website — Website URL
2. Contact — Contact Information
3. Details — Business Details
4. Personality — AI Personality, Agent Voice, Greeting Message
5. Suggested — Suggested Actions
6. Review — Review & Generate

Each heading below is the section as it appears in the wizard.

Website URL

Step 1. Enter your business website URL to get started.

• The address is lowercased and tidied when you click out of the box, and must start with http:// or https://
• Before the crawl starts we check that the site can be reached, and stop with a message if it can't
• Tick Set up automatically to have the wizard run the remaining steps for you
• If your Shopify store is behind its password page, a notice asks for the storefront password — see Storefront password

Clicking Next here starts the crawl, whether or not that box is ticked. We:

• Crawl your website (up to 100 pages by default)
• Analyze your content structure
• Build your initial knowledge base
• Extract business details automatically

Advanced Options

Click Show Advanced Options to change how the crawl runs:

Set up automatically

With the box ticked, the wizard advances through Contact, Details, Personality and Suggested on its own, then runs Generate & Save at Review. Nothing is hidden — you watch each step fill in.

Leave it unticked to review each step yourself.

Contact Information

Step 2. Enter the customer support details your AI shares with customers:

• Phone Number - Your support phone line
• Email - Support email address
• Hours of Operation:
  • Weekdays (e.g., "9 AM - 6 PM")
  • Saturday hours
  • Sunday hours
  • Weekday Exceptions (e.g., "Friday: 9 AM - 5 PM")

AI extraction pulls this information from your website's contact page when available.

Business Details

Step 3. Describe what makes your business unique:

• Tagline/Specialty - What you're known for
• Inventory Description - Your products or services

This helps your AI assistant understand your business focus and answer questions accurately.

AI Personality

Step 4 covers three cards. The first defines your assistant's character:

• Gender - Female or Male. It decides which voices the Agent Voice list offers, and the live avatar follows it
• Assistant name - Give your AI a name (e.g., "Kora", "Sam", "Alex"). Required. Customers see it in the chat widget, and your agent introduces itself by it on voice calls
• Personality type - Choose one of three conversation styles:

AI extraction recommends a name, a gender and a personality based on your brand voice.

Gender

• The wizard starts on the gender already saved for your agent. If none is saved but you have saved your setup before, it starts on your current voice's gender, so an untouched save keeps the voice your agent speaks with. Otherwise it starts on the gender the AI recommends, then the one your assistant name points to, then your current voice's, and on Female if none of those is known
• Changing the Gender switches the voice to that gender's default, unless the voice you have already fits it
• Generate & Save saves the gender and the voice together, and the live avatar follows: an avatar of the other gender is replaced by that gender's default
• Typing a name never changes the Gender. Only the Gender control does

You can change the gender later from Advanced Admin > Agent Voice in the web admin - see Agent Voice.

Suggested name

When the Assistant name is clearly the other gender - "Max" while Female is selected, say - a Suggested name appears under the field with a button that carries the name (for example Use Luna). Click it to take the suggestion. Nothing changes until you click, so you can keep your own name.

Only names the wizard recognizes get a suggestion. Gender-neutral names such as Alex or Sam, and names it does not recognize, get none.

Renaming and the greeting

Renaming the assistant - typing a new name, or using the suggested-name button - updates the Greeting body on the same step wherever it introduces the assistant by its old name: "I'm Kai from Demo Store." becomes "I'm Sophia from Demo Store." A greeting that does not say the old name is left as it is. When you save, a voice greeting that says the old name follows the new name too.

Agent Voice

The voice used for web voice chat and phone calls. Pick from the Voice dropdown and click Play to hear a sample.

• The dropdown lists only voices that fit the Gender you chose above. Gender-neutral voices, and voices with no gender set, are listed for either
• Changing the Gender switches a voice that no longer fits to that gender's default. A voice that already fits stays
• A voice of the other gender cannot be chosen: change the Gender first
• Generate & Save saves the gender and the voice together

Greeting Message

How your AI introduces itself when someone opens the chat:

• Greeting title (e.g., "Welcome!")
• Greeting body (e.g., "I'm here to help. What can I do for you?")

Suggested Actions

Step 5. Add clickable example prompts that help users start conversations:

Examples:

• "Show me products under $500"
• "What's your return policy?"
• "Do you offer financing?"
• "Tell me about your services"

Tips:

• Add 5-10 diverse actions
• Cover common customer questions
• Include price-based queries for e-commerce
• Help users discover your AI's capabilities

AI generates recommendations based on your website content.

Review & Generate

Step 6. Review all your settings before saving:

• Summary of all configuration
• Final chance to make adjustments

Click Generate & Save to:

• Save your setup configuration
• Generate optimized text chat prompts
• Generate voice chat prompts
• Update your app configuration
• Sync voice settings

Shopify Product Sync

For Shopify tenants, a Shopify Product Sync step appears after saving. This lets you sync your store's products so your AI assistant can recommend them in chat. Click Sync Products Now to run the sync, then Continue to proceed to the integration page. Non-Shopify tenants are redirected directly.

What Gets Created

The wizard generates configurations for:

Text Chat

• Opening statements (AI identity and role)
• Response guidelines
• Contact information formatting
• Hours of operation
• Industry-specific instructions
• Citation formatting

Voice Chat

• Complete voice assistant personality
• Natural conversation style
• Tool usage instructions

App Settings

• Business name as title
• Website URL
• Greeting messages
• Suggested actions

How Extraction Works

Extraction runs on every setup — there is no switch to turn it off. Three phases:

As you progress through steps, AI extracts:

• Business name from your homepage
• Contact info from your contact page
• Product descriptions from your content
• Brand voice from your writing style

This saves time and ensures your AI knows your business from day one.

Re-running the Wizard

You can re-run the Setup Wizard anytime to update your configuration.

• Access it from the admin sidebar under Setup Wizard
• Your knowledge base (crawled content) is preserved
• Only prompts and configuration are regenerated
• Changes take effect immediately

Tips for Best Results

1. Have a complete website - More content means better AI extraction

2. Include a contact page - Makes contact information extraction reliable

3. Describe your products - The AI uses this to answer customer questions

4. Add diverse suggested actions - Help users discover what your AI can do

After the Wizard

Once setup is complete, you can fine-tune individual settings:

• App Config - Adjust branding and behavior
• Text Prompts - Customize AI instructions
• Voice Prompts - Adjust voice behavior
• Agent Voice - Change the gender and the voice
• Data Uploads - Add more content to your knowledge base

Related Pages

• App Config - Detailed branding settings
• Agent Voice - Gender and voice selection
• Data Uploads - Add content to knowledge base