guided setup

Let’s create a conversation your business recognizes.

You configure identity, knowledge and rules for your AI AGENT. Everything can be reviewed before any channel goes live.

Your own environment
Approved knowledge
Rules and limits
Private test
PROGRESS1 / 6

Step 1 of 6

Let’s get to know your business.

This information creates the initial context for your AI.

Enter the company name to continue.

You will be able to review the information, test the replies and adjust the instructions before activating support.

Step 2 of 6

Choose the identity.

The name and tone appear in every conversation. You can edit them later.

Choose a name for your AI.

Step 3 of 6

Define the goal and instructions.

Give an initial direction for what your AI should do and when to ask for human help.

These instructions are a starting point for review, not an automatic publication.

Step 4 of 6

Add knowledge.

Choose reference sources. No file is uploaded at this stage.

Document or catalog Choose a reference file
Questions and answers Add manual knowledge to review
Company website Add a reference URL

Step 5 of 6

Test in private.

A simulated conversation for you to feel the tone and review the AI’s direction.

AI · private environment REVIEW

Replies use simulated data. No contact or channel is activated here.

Step 6 of 6

Review channel readiness.

This only activates the intent to configure. Real activation requires your confirmation and the applicable authorizations.

Website widget
Prepare for future installation
WhatsApp Business
Requires an official account, number and authorization
COMPANY ENVIRONMENT Your company
READY

Everything is ready for your review.

Your environment has been prepared. Complete the reviews before any real activation.

IDENTITYReview
KNOWLEDGEDraft
CHANNELSReady
ACCOUNTActive
Suggested provider
Mercado Pago Brazil · Mercado Pago
NOT CONFIGURED

Real setup only happens after review, consent and an authorized integration.