Getting Started Checklist Guide

Get your AI assistant fully set up with our guided Getting Started checklist on your dashboard.

Quick Start

When you first create a KwenTalk account, you'll see a "Getting Started" card on your dashboard with a checklist of important setup steps. This guide helps you complete each step successfully.

The checklist is optional—you can skip steps and return later—but completing it ensures your AI assistant is fully configured and ready to help your customers.

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For Business Owners

Understanding the Checklist

Progress Bar: Shows how many steps you've completed out of the total. The checklist disappears once all steps are done.

Step States:

• Locked (Gray, disabled): Step depends on completing a previous step first. Usually requires creating your AI assistant.
• Active (Pulse animation): Ready to start—click "Start" to go to that page.
• Completed (Green checkmark): Step is finished. You can still visit that page to make changes later.

How to Complete Each Step

Step 1: Create Your First AI Assistant

Your first step is to create an AI assistant that will help answer customer questions.

1. Click the "Start" button on the "Create your first AI Assistant" step
2. Fill in the assistant name, description, and initial settings
3. Click "Create"
4. Once created, all other steps unlock automatically

Step 2: Add Your First Product or Service

Tell your AI assistant what products or services you offer. This helps it provide better answers to customer questions.

1. Go to your AI assistant settings
2. Navigate to the Products section
3. Click "Add Product" and fill in:
   • Product name
   • Description
   • Price (optional)
   • Category
4. Save your product

Note: You need to create your AI assistant before you can add products.

Step 3: Upload FAQs or Documents (Optional)

Train your AI assistant with your own documents, FAQs, or knowledge base.

1. Go to your AI assistant settings
2. Navigate to Documents section
3. Upload files (PDF, Word, text) or paste text content
4. Your assistant learns from these documents to answer questions accurately

Tip: The more quality content you provide, the better your assistant answers questions. You can upload documents anytime, even after you skip this step.

You can skip this step and add documents later—it's optional but highly recommended.

Step 4: Add Business Logo and Branding (Optional)

Customize your AI assistant's appearance with your business logo and branding colors.

1. Go to your AI assistant settings
2. Navigate to "Business & Branding" section
3. Upload your business logo
4. Set your business name and contact information
5. Customize colors and appearance to match your brand
6. Save changes

Your customers will see your branding when they interact with your assistant.

You can skip this step and add branding later.

Step 5: Enable Appointment Booking (Optional)

Let customers book appointments directly through your AI assistant.

1. Go to your AI assistant settings
2. Navigate to "Booking Settings"
3. Enable appointments feature
4. Set up your availability calendar and booking rules
5. Choose which services can be booked and pricing (if applicable)

When enabled, your AI assistant can help customers find available time slots and confirm bookings.

You can skip this step and enable it later.

Step 6: Enable AI Lead Collection (Optional)

Automatically capture customer information and follow up with potential leads.

1. Go to your AI assistant settings
2. Navigate to "Lead Collection"
3. Enable the lead collection feature
4. Set up the information you want to collect (name, phone, email, etc.)
5. Configure your follow-up settings

Your assistant will automatically qualify leads and prepare them for your follow-up.

You can skip this step and enable it later.

Step 7: Get Discovered in Marketplace (Optional)

Make your business visible to customers searching for services like yours in the KwenTalk marketplace.

1. Go to your AI assistant settings
2. Navigate to "Business & Branding" section
3. Enable "Visible in Marketplace" toggle
4. Fill in marketplace details:
   • Service categories
   • Service area/location
   • Brief description
5. Save changes

This helps new customers find you when searching for services on the marketplace.

You can skip this step and enable marketplace discovery later.

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Tips for Success

• Complete Step 1 First: All other steps require having an AI assistant created.
• Customize Your Settings: The more information you provide, the better your assistant performs.
• Train with Documents: Uploading your FAQs and knowledge base makes a huge difference in response quality.
• Enable Features You Use: Enable bookings, lead collection, and marketplace visibility only if your business uses them.
• Skip Optional Steps: You can skip any optional step (marked with a skip button) and complete it later.

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Frequently Asked Questions

Q: Do I have to complete all steps? A: No. Only Step 1 (Create AI Assistant) is required. All other steps are optional and can be skipped.

Q: Can I complete steps out of order? A: No, most steps are locked until you create your AI assistant first. Once that's done, you can complete remaining steps in any order.

Q: Can I skip a step and come back later? A: Yes. Click "Skip" on optional steps, and the checklist will remember that. You can still access those features in your settings later.

Q: What if my checklist disappeared? A: The checklist automatically hides once you've completed all steps. You can still access all features from your AI assistant settings.

Q: Do I need to upload documents? A: No, but it's highly recommended. Your AI assistant works better when trained on your specific business information, FAQs, and policies.

Q: What happens if I delete a product later? A: The "Add Products" step will show as incomplete again, but this is fine. The checklist is just a guide—you're not locked out of any features.

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Troubleshooting

Issue: I can't see the Getting Started checklist Solution: You may have completed all steps already. The checklist automatically disappears when all steps are done. All features are still available in your AI assistant settings.

Issue: A step is locked and I don't know why Solution: Most steps require creating an AI assistant first. Click "Start" on Step 1, create your assistant, and other steps will unlock.

Issue: The link isn't working Solution: Refresh the page and try again. If the problem persists, try logging out and back in.

Issue: I skipped a step and want to undo it Solution: Click on the skipped step and click "Start" to mark it as active again.

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Next Steps After Getting Started

Once you've completed the Getting Started checklist:

1. Share Your Assistant: Get a shareable link from your AI assistant settings and share with customers
2. Monitor Conversations: Check the Messages section to see how customers interact with your assistant
3. Refine Answers: Use conversation analytics to improve your AI assistant's responses
4. Track Leads: Monitor leads and bookings in the Leads and Bookings sections
5. Optimize Settings: Continuously improve your assistant's knowledge base and settings based on actual conversations

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