Steps
1
Start your free trial
Click Start free trial on the homepage (or Start your trial in the pricing section). You’ll sign up with your email, verify it, and land on the Dashboard with a fresh account.You get 14 days free on any plan. You’ll add a card to start your trial — it won’t be charged until day 14, and you can cancel anytime before then.
2
Set up your brand
Go to Branding in the sidebar. Here you customize how your clients see the platform:
- Upload your logo
- Set your brand colors (accent color)
- Choose a custom subdomain (your clients log in at this domain, e.g.,
acme.yourplatform.com)
agents.yourcompany.com) and configure a custom email sender so support messages come from your email address.Learn more about branding →3
Create your first client
Go to Clients and click Add client. Enter a name (e.g., “Acme Dental”) and click Create client. This creates a separate workspace for that client—you can invite them to it later or create agents for them yourself.
4
Create an agent
Go to Agents and click Add agent.
- Select the client you just created from the dropdown.
- Give the agent a name (e.g., “Sara”).
- Click Create agent.
5
Test the agent
On the right side of the editor, you’ll see the Test panel. Click the microphone icon to start a voice conversation, or type a message to test the chat. The agent responds in real time with your draft settings—no need to publish first.Test different prompts and voices until you’re happy with how the agent sounds and behaves.
6
Publish and share the client login
Once you’re satisfied, click Publish in the top right. This saves your agent configuration as the live version.To share access with your client:
- Go back to Clients.
- Click into the client’s row.
- Look for the Members section and invite your client by email, or copy the sign-in link to send them directly.
Publish vs. Save: Your agent draft saves automatically as you edit. The Publish button commits your changes to the live version that clients use. Always publish before sharing an agent with your client.