Getting started with Autoch.at
Learn how Autoch.at unifies conversations, how the dashboard is organized, and the key steps to reach your first successful setup.
Meet Autoch.at
Tour the dashboard
The Autoch.at dashboard is your control center for conversations, AI behavior, and workspace settings.
Use the navigation sidebar to move between:
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The live inbox and conversation list
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AI configuration for assistants, playbooks, and routing
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Settings for channels, branding, privacy, and billing
For a visual overview of each area and how they connect, see the Dashboard page.
You need an Autoch.at account and the right workspace permissions to access some pages in this guide, such as Settings and AI Config.
First-time setup steps
Follow these steps in order to reach your first real conversation on the unified timeline.
Create your workspace and sign in
Sign up or accept your invite, then sign in to https://dashboard.autoch.at. Confirm that you can see the main dashboard and navigation sidebar.
Connect your communication channels
Set up your primary email domain and any SMS or chat channels you plan to use. This ensures new messages flow into Autoch.at instead of separate tools.
Explore the dashboard basics
Open the Dashboard docs in a new tab and skim the key areas: navigation, search, and conversation detail. This helps you know where everything lives before you go live.
Configure your first AI assistant
Go to Assistants to set up how AI participates in your workflows. Start with conservative settings, then expand to drafting, summarization, and suggested replies.
Add routing, playbooks, and training context
Build out your first Playbooks, connect them to Routing & Handoffs, and add key documents to Training context so AI aligns with your policies.
Test an end-to-end conversation
Send a test email or chat, respond with AI assistance, and confirm the full interaction appears on a single timeline in Conversations.
For a more detailed, hands-on walkthrough including screenshots and example configurations, continue with the Quickstart.
Configure AI and workflows
Once you are comfortable with the basics, refine how AI behaves and how work moves through your team.
Assistants
Define how AI assists agents across channels, from drafting and summarizing to routing and suggestions.
Playbooks
Model repeatable workflows for support and sales, and control when AI acts vs. when humans decide.
Training context
Provide product docs, policies, and internal knowledge so AI responses match your organization.
Routing & Handoffs
Route conversations based on channel, content, or intent and orchestrate clean handoffs between teams.
AI Safety
Control guardrails, redaction, and other safety settings to manage how AI engages with customer data.
Experiments
Test variations of prompts and workflows to see what improves resolution time and quality.
Brand and launch your channels
Set up how Autoch.at appears to your customers and how messages flow in.
Branding
Configure logos, colors, and brand voice so emails and chat feel native to your organization.
Chat Widget
Install and configure the website chat widget, including launch rules and initial greetings.
Connect sending domains, configure reply-to behavior, and manage email-specific options.
PII & Privacy
Control how Autoch.at handles sensitive data, including redaction and retention policies.
Users
Invite teammates, assign roles, and manage who can configure AI, settings, and billing.
Billing
Review your plan, usage, and invoices and manage payment details for your workspace.
Work in the inbox and measure impact
After channels and AI are configured, spend most of your time in live conversations and analytics.
Conversations
Monitor and respond to live conversations across channels from a single shared timeline.
Conversation detail
Inspect individual threads, see AI suggestions, and review history at the contact level.
Email Workflows
Design email workflows, sequences, and follow-ups tailored to your support and sales motions.
SMS Workflows
Configure SMS-specific workflows, compliance settings, and engagement patterns.
CRM Connections
Connect your CRM so contacts and activity stay in sync between Autoch.at and your source of record.
Analytics
Track volume, response times, AI contribution, and outcomes to refine your configuration.
Where to go next
Use these as your primary next stops:
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