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.

  • We validate that the URL is accessible
  • Enable AI-Assisted Setup (recommended) to automatically extract business information

When AI-Assisted Setup is enabled, we:

  • Crawl your website (up to 30 pages)
  • Analyze your content structure
  • Build your initial knowledge base
  • Extract business details automatically

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:

  • Assistant Name - Give your AI a name (e.g., "Kora", "Sam", "Alex")
  • Personality/Tone - Choose one of three conversation styles:
StyleCharacter
Warm & FriendlyApproachable, conversational, builds rapport
ProfessionalFormal, knowledgeable, business-focused
CasualRelaxed, informal, peer-to-peer

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

Agent Voice

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

The default is chosen to match the gender your assistant's name suggests, so set the name first if you plan to change it.

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

AI-Assisted Extraction

When enabled, AI-Assisted Setup uses a 3-phase process:

PhaseWhat Happens
CrawlVisits your website pages
AnalyzeIdentifies content and structure
EmbedCreates searchable knowledge base

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 voice selection
  • Data Uploads - Add more content to your knowledge base

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