🚀Quickstart Guide

Operator AI helps you launch smarter customer conversations across every channel in just a few minutes.

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🛠️ Quick Setup Checklist

Before you activate Operator AI, make sure you’ve completed these essentials:

Task	Why It’s Important
Connect at least one channel	Enable conversations via Web Chat, SMS, WhatsApp, Instagram, Facebook, Email, etc.
Build a Starter Flow	Guide users through key journeys like lead capture, support triage, or appointment booking.
Train your Knowledge Base	Upload FAQs, website content, and documents to answer common questions automatically.
Set Hours & Offline Mode	Define how Operator AI behaves outside working hours (e.g., capture leads, notify users).
Configure Fallbacks	Ensure smooth recovery if Operator AI doesn’t understand a question.
Prepare Automation Rules	Set up welcome messages, lead capture triggers, or proactive engagement flows.

✅ These basics give you a strong, professional Operator AI foundation.

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🏗️ How to Launch Your First Operator AI Experience

1. Log into your Operator AI Dashboard.

2. Go to Settings.

3. Connect your first communication channel (e.g., Web Chat, SMS, WhatsApp).

4. Create your first Flow under the Flows section.

5. Upload key FAQs or import website content to populate the Knowledge Base.

6. Set Hours and Offline Mode.

7. Enable Fallback and Default Replies.

8. Activate your Operator in Settings → Artificial Intelligence → Chatbot.

✅ You’re now ready to automate conversations and capture leads 24/7.

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📋 Quick Example Launch Timeline

Day	Action
Day 1	Connect Web Chat or WhatsApp. Build Starter Flow. Add basic FAQs.
Day 2	Test Flows, Knowledge Base responses, and Fallbacks.
Day 3	Launch Operator AI. Monitor conversations via Unified Inbox.
Week 1+	Add Automations, expand Knowledge Base, optimize Flows.

✅ Small setup = big customer impact.

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🧠 Pro Tips for Your First Week

Tip	Why It Matters
Test conversations yourself	Feel the user journey firsthand.
Simulate wrong answers	Check how good your fallbacks feel.
Collect early customer feedback	Small tweaks make a big difference early.
Add tags to users based on behaviors	Improves future segmentation and automation.

✅ Operator AI improves fastest when you observe and adjust early.

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🛟 Need Help?

• View full setup guides in this documentation.

• Contact Support at [e-mail].

• Ask your Operator AI Success Manager for a quick 1:1 onboarding session.

✅ We’re committed to your success from day one.

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🎯 Next Step

Once connected, build even smarter customer experiences by setting up all your messaging channels:

👉 Continue to Connect Your Channels →