Getting StartedQuickstart

Quickstart

Get Autoch.at up and running in under 30 minutes — from first login to your first live AI conversation.

What you'll accomplish

By the end of this guide, you'll have:

  • An AI assistant configured with your business knowledge
  • A chat widget tested and ready to embed on your website
  • Your first real AI conversation handled

There are two ways to get set up: the Setup Wizard (recommended for new users) or the manual path if you prefer to configure things at your own pace.

When you first log in, Autoch.at will launch the Setup Wizard automatically. This guided flow walks you through the essentials in order, and you can skip or revisit any step at any time.

The wizard covers these steps:

StepWhat you'll do
WelcomeOverview of what the wizard covers
Explore your dashboardLearn where metrics, quick actions, and system status live
Create your first assistantConfigure an assistant for your most common questions
Add business knowledgeUpload documents or connect your website via Training Context
Test your setupTry a short test conversation in the Conversations inbox
Set up Widget Tracking (optional)Configure chat-widget tracking outcomes and integrations
Verify Tracking (optional)Confirm test fire and live tracking health

Each step has a Skip for Now button. Your progress is saved automatically, so you can close the wizard and come back later. To reopen it, go to Settings → Preferences → Open Setup Wizard.

If you want to hide the floating wizard button in the bottom-right corner while you work, uncheck Show Setup Wizard button in Settings → Preferences. You can still reopen the wizard from that page at any time.

Option B — Manual setup

If you prefer to configure things yourself without the wizard, follow these steps in order.

Step 1 — Set up your workspace

  1. Go to Settings → Branding and add your company name, logo, and brand colors. This ensures the chat widget looks like your brand from day one.
  2. Optionally, go to Settings → Users to invite team members. Note that adding users requires organization administrator access.

Step 2 — Create your first AI Assistant

  1. Go to AI Assistant → Assistants and click Create Assistant.
  2. Give it a name (this is internal — your customers won't see it).
  3. Write a System Prompt — a description of who this assistant is and how it should behave. For example: "You are Alex, a friendly and helpful customer support assistant for Acme Corp. You help customers with product questions, account issues, and general inquiries. You're knowledgeable, concise, and always professional."
  4. Select the Channels this assistant should handle (start with Chat).
  5. Leave the other settings at their defaults for now and click Save.

Step 3 — Build your Training Context

Your AI assistant is only as good as the knowledge you give it. Training Context is where you teach it about your business.

  1. Go to AI Assistant → Training Context.
  2. Start with the Website tab — enter your website URL and Autoch.at will crawl it and extract your content automatically. This is the fastest way to give your AI a solid foundation.
  3. Add any FAQs your customers ask most often. These are the highest-value additions — the AI will use them to answer common questions precisely.
  4. Upload any Documents (PDFs, Word docs) that contain useful information — product guides, pricing sheets, policies.

Don't try to add everything at once. Start with your website and your most common FAQs. You can always add more later as you see what questions the AI is struggling with.

Step 4 — Set up a Playbook (optional)

Playbooks are available on plans that include this feature. If you don't see Playbooks in the sidebar, your current plan does not include it.

Playbooks tell your AI how to handle specific scenarios. For your first playbook, try a simple lead qualification flow:

  1. Go to AI Assistant → Playbooks and click Create Playbook.
  2. Name it "Lead Qualification" and write a brief description of the goal.
  3. Add the questions you want the AI to ask (name, company, what they're looking for, budget range).
  4. Set the completion action to notify your team when a lead is qualified.
  5. Save and assign it to your assistant.

Step 5 — Test in the Widget Playground

Before going live, test your assistant:

  1. Go to Conversations → Messaging → Widget Playground (/messaging/playground).
  2. Start a conversation and ask the kinds of questions your customers typically ask.
  3. Try to break it — ask something it shouldn't know, try to go off-topic, test the escalation path.
  4. Go back and refine your Training Context and System Prompt based on what you find.

Step 6 — Install the chat widget on your website

When you're happy with how the assistant is performing:

  1. Go to Settings → Chat Widget.
  2. Add your website domain under Allowed Domains.
  3. Click Generate token to create your embed code.
  4. Copy the code snippet and paste it into your website's HTML, just before the closing </body> tag.
  5. Visit your website and start a test conversation to confirm everything is working.

That's it — your AI assistant is live!

What's next?

Now that you're up and running, here are some good next steps:

  • Connect more channels — Add SMS, email, or social media to your inbox
  • Set up routing rules — Configure how conversations are routed between AI and human agents under AI Assistant → Routing & Handoffs
  • Review your Analytics — After a few days, check what questions are coming in and refine your Training Context
  • Explore Experiments — A/B test different playbook approaches to optimize your results
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