Quickstart

What you'll accomplish

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

• An AI assistant configured with your business knowledge
• A chat widget installed on your website (or tested in the Widget Playground)
• Your first real AI conversation handled

Let's get started.

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Step 1 — Set up your workspace

When you first log in, you'll land on the Dashboard. Before doing anything else, take a few minutes to set up the basics:

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. Go to Settings > Users and invite any team members who need access.

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Step 2 — 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.

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Step 3 — 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 Persona — a short 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.

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Step 4 — Set up a basic Playbook (optional but recommended)

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. In the playbook steps, 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.

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Step 5 — Test in the Widget Playground

Before going live, test your assistant:

1. Go to Conversations > Messaging > Widget 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 Persona based on what you find.

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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. Copy the installation code snippet.
3. Paste it into your website's HTML, just before the closing </body> tag.
4. Visit your website and start a test conversation to confirm everything is working.

That's it — your AI assistant is live!

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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
• 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