Quickstart

Create a workspace, give the AI something to answer from, connect a channel and publish your first agent.

Guided setup takes about fifteen minutes. It saves as you go, so you can leave and pick up at the first unfinished step. The person who creates the workspace becomes its owner.

1. Create your account and workspace

Sign up at app.convo.run/signup, then create a workspace with the business name your team will recognize. Setup starts right after.

2. Tell us about your business

The first three steps ask what kind of business you run, how many locations you have and roughly how many messages you get a week. Your answers pick sensible defaults, such as the topics content is sorted into and the plan we recommend. Wording in later steps follows your industry, so a shop sees "store" where a clinic sees "location".

Choosing an industry in setup

3. Create your first location

Enter the location's name, address and timezone. Add the website if you have one; setup reads it in the next steps to suggest pages and branding.

Creating the first location

4. Add what the agent should know

Add a few sources the AI can answer from: a Q&A, a text with your key facts, or a file such as a handbook or FAQ. You can add websites later from Knowledge. Start with what customers ask most: opening hours, delivery or booking, and payment. Prices go in offerings, not in knowledge.

Adding the first knowledge sources

Start small and current

Don't import every document you have. Old or conflicting material makes the AI hand off instead of answering. See Knowledge for what belongs where.

5. Choose the agent's role

Pick a role starter, such as Customer support assistant or Shopping assistant, and adjust what the agent does in one or two sentences. You can change the role, instructions and tone at any time in the AI playground.

Choosing the agent's role

If you entered a website, the next steps show the pages we found and the brand colors for your chat widget. Keep the pages that contain customer-facing facts.