Agentech Assistant
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Set up in 15 minutes

This is the order to set things up in after you create your account. Each step links to the page that covers it in full. The Overview page also shows a Finish setting up box with shortcuts to the same steps.

Who does what

WhoWhat they do
YouEverything on this page. None of it needs anyone else.
MetaOnly if you connect WhatsApp, Facebook or Instagram in step 4 — you log in to Meta in a popup.
AgentechNothing to wait for. There's nothing for us to approve before you start.

1. Describe your business (3 minutes)

Open Assistant in the Setup section of the left menu. Under Describe your business, write a few lines: what you do, who you help, and the tone you want. Press Generate draft, read what it writes, edit it, and press Save instructions.

Full guide: Describe your business.

2. Add one knowledge source (5 minutes)

Your assistant only answers from what you give it. Open Knowledge Base and add one thing: a PDF, your website's address, or your FAQ pasted as text. Wait until its status says Ready.

Full guide: Adding a source.

3. Test it in Preview (2 minutes)

Open API keys and create a key, then click Try it next to it. That opens Widget preview. Ask a question your customers often ask, and check the answer. If it's wrong or missing, add or fix a source and ask again.

Full guide: Widget preview.

4. Connect one channel (5 minutes)

Pick where your customers already message you, and connect just that one first:

A new WhatsApp, Facebook, Instagram or Telegram channel starts with the AI off. Right after connecting, you're asked "Should the AI start replying to your customers?" Answer Yes when you're happy with what you saw in Preview.

After that

  • Replies and conversations show up in the Inbox.
  • Your free trial lasts 7 days from when you created your account; its days and messages are on Usage. See Usage and plans.

When to email us

Email admin@agentech.tech, or use Support → Contact us in the dashboard, when a step here doesn't match what you see, or you're stuck on one after reading its full guide. Say which step you're on and what the screen shows. We reply by email.