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Guides for setting up your agent, your channels and your team.
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13 topics · 31 guides
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Getting started series
HomeAgents
Step 1 of 4Open Agents
From the sidebar, open Agents and create a new agent.
ContinueLearning paths
Get more out of Steps AI.
Short lessons in order, from first setup to running a team.
Beginner
Launch your first agent
4 lessons- Create your first agent
- Add your business information
- Set your agent's tone and guardrails
- Add the chat widget to your website
Intermediate
Sell and follow up on WhatsApp
5 lessons- Connect your WhatsApp Business number
- Use approved message templates
- Send a WhatsApp campaign
- Start with a workflow template
- Share order status from your store and courier
Advanced
Run your support team
5 lessons- Set up human handoff
- Pick up a live request
- Find the conversations that need you
- Create tickets from conversations
- Use the built-in CRM