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:
- Website — Website URL
- Contact — Contact Information
- Details — Business Details
- Personality — AI Personality, Agent Voice, Greeting Message
- Suggested — Suggested Actions
- 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
- Tick Set up automatically to have the wizard run the remaining steps for you
Clicking Next here starts the crawl, whether or not that box is ticked. We:
- Crawl your website (up to 30 pages)
- Analyze your content structure
- Build your initial knowledge base
- Extract business details automatically
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.
| The first click is yours | The box does nothing until you press Next on this step, so the crawl only ever runs against a URL you typed |
| It stops rather than guesses | An error, or a setup too incomplete to generate, leaves the wizard where it is with the message on screen |
| It survives a reload | Close the tab mid-run and it resumes where it left off when you return |
| Nothing is locked in | Every value it fills is editable afterwards — go back to any step and change it |
| Set it here only | The box can be changed on this step and locks once the run is under way |
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:
- Assistant Name - Give your AI a name (e.g., "Kora", "Sam", "Alex")
- Personality/Tone - Choose one of three conversation styles:
| Style | Character |
|---|---|
| Warm & Friendly | Approachable, conversational, builds rapport |
| Professional | Formal, knowledgeable, business-focused |
| Casual | Relaxed, 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
How Extraction Works
Extraction runs on every setup — there is no switch to turn it off. Three phases:
| Phase | What Happens |
|---|---|
| Crawl | Visits your website pages |
| Analyze | Identifies content and structure |
| Embed | Creates 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
-
Have a complete website - More content means better AI extraction
-
Include a contact page - Makes contact information extraction reliable
-
Describe your products - The AI uses this to answer customer questions
-
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
Related Pages
- App Config - Detailed branding settings
- Agent Voice - Voice selection
- Data Uploads - Add content to knowledge base