Skip to content

Guided Onboarding

After signing up, users are guided through the onboarding process as follows:

  1. To initiate the onboarding journey, select one of the following options:

    • Build an AI Chatbot
    • Setup a Contact Center

    image_tooltip

  2. Select the relevant option that best applies to you and click Start building AI chatbot. image_tooltip

  3. Name Your AI Chatbot manually by entering a name or using AI-generated suggestions. Click Next to proceed.

  4. Complete the training process for your AI Chatbot and click Next to proceed.

    Note

    If you want to add FAQs and upload documents for Answers generation, see the best practices guide.

  5. At the end of the journey, your app will be ready. Finish and jump into XO.
    image_tooltip

Related Links

Setup Guide
Quick Start Guide