Getting Started
Create a workspace, your first bot, and your first flow
1. Create your workspace
When you sign up, you create (or join) a workspace. Everything you build lives inside it, and every teammate you invite shares the same bots, contacts, and inbox.
2. Create a bot
From your workspace, start the New Bot wizard and pick a primary channel:
- Web if you want an embeddable chat widget for your own site.
- WhatsApp if you already have (or are setting up) a WhatsApp Business number.
- Instagram if you're connecting an Instagram professional account.
You can give the bot a name and, for Web, a look and feel (color, font, theme) right away. See Channels for how to finish connecting WhatsApp or Instagram.
3. Build its first flow
Every bot starts with a default flow, the conversation it runs when someone messages it. Open the Flow Builder from the bot's page and you'll see a canvas with cards on it.
A minimal flow is usually:
- A Send Message card with a greeting.
- An Ask card with a question and a place to save the answer.
- A Choice card if you want to branch based on what the visitor picks.
Cards connect to each other by dragging a line from one card's output to the next card's input. The flow runs top to bottom, following whichever path the visitor's answers take.
See Flow Builder for the full set of cards and what each one does.
4. Try it
Every bot has a Test (or Preview) panel where you can talk to it exactly as a real visitor would, without needing it live on a channel yet. Use this after every change, a flow that looks right on the canvas can still behave differently once you actually talk to it.
5. Go live
- Web: copy the embed snippet from the bot's Overview page into your site.
- WhatsApp / Instagram: finish connecting the channel (see Channels), then the same flow starts answering real messages there too.