Getting Started with AlonChat
Prepare, review, test, and deploy your first customer agent
Getting Started#
Start with approved business answers and one customer channel. Setup time depends on source size, integration readiness, and the review your business needs.
| Step | Where | Ready when |
|---|---|---|
| Create a project and agent | Dashboard | You are working in the intended business and agent |
| Explain the business | Offered setup flow or Alon | Current facts and unanswered setup questions are clear |
| Add knowledge | Agent Studio → Data sources | Content is reviewed and source errors are resolved |
| Review proposals | Alon → Approvals and the relevant product page | Changes match current business evidence |
| Configure business work | Tools, Procedures, and Workflows | Connections, permissions, and staff fallbacks are ready |
| Test | Playground and Agent Studio → Test | Answers and action results are correct |
| Enable the channel | Deploy | A controlled customer message gets the intended reply |
Add your first source#
Open Agent Studio → Data sources, choose Add source, and select Text, Q&A, File, Website, or another supported type. Start with business hours, services, pricing rules, policies, and common questions. Review processing status and use the available training action when the content is ready.
For supported Messenger and Instagram history, ask Alon what evidence is available and review the proposed changes. Other channel connections do not provide the same historical import capability.
Configure and test#
Guidance shapes tone and language. Procedures describe how to handle a customer goal; Workflows define explicit paths and waits; Tools perform supported checks and writes. A booking-policy document does not connect a live booking service.
Test a common question, an unknown answer, missing customer details, a failed action, and human takeover. Check the destination record for a booking, order, or payment result rather than relying only on the reply wording.
Go live and monitor#
Open Deploy, complete the channel connection and readiness checks, and explicitly enable the intended customer reply behavior. Connecting an account does not substitute for checking live-reply settings. Verify a controlled message in Activity → Inbox.
After launch, use CRM → Today for commitments, Source Health for knowledge gaps, and Analytics for customer patterns. Use project Billing, Plans, and Usage for current commercial terms and capacity.