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Getting Started

Five steps from zero to taking orders. Everything happens in the admin dashboard — no code required.

1. Add your knowledge

Upload documents or crawl your website under Knowledge. This is what the agent uses to answer general questions (delivery terms, how things work, FAQs).

2. Upload your catalog

Go to Products and either add items manually or click Import and upload any CSV or Excel file you already have — your column names, your language. The import wizard proposes a mapping (you fix anything it guessed wrong once; it remembers for next time).

Only two things are required per product: a name and a price (leave price empty for "price on request"). Every other column you include — duration, size, coverage, anything — becomes a product attribute the agent can answer questions about.

No file yet? Download the template (CSV or XLSX) from the Products page.

3. Enable the order tools

Under Tools → Platform tools, enable:

  • search_products — the agent quotes only real catalog prices
  • create_order — the agent can place orders
  • escalate_to_human — the agent can call for help

4. Choose how you receive orders

Under Orders → Delivery Settings:

  • Telegram group (recommended for no-code) — add your bot to a group, paste the chat id. Every order arrives as a message with ✅ Confirm / ❌ Cancel buttons. The customer is automatically notified of your decision.
  • My API — we POST each order to your endpoint, HMAC-signed. See Orders API & Webhooks.
  • None — orders just appear in the dashboard.

Set your default currency here too.

5. Connect channels

Everything happens on the Channels page — each channel is a card with its own agent:

  • Telegram: click Connect Telegram bot, paste the token from @BotFather.
  • Instagram / WhatsApp / Messenger: click Connect and log in through the secure hosted flow. Your password never touches our platform.
  • Website widget: already there — copy its embed snippet onto your site.

That's it. Message your own bot or DM your Instagram account and try to order something.

When a customer needs a human

If the customer asks for a person (or the agent gets stuck), the conversation is escalated: the bot goes silent, you get notified, and the thread appears in Conversations where you can reply directly. Press Resolve & resume bot when you are done. If you reply from your own Instagram app instead, the bot notices and pauses automatically.