Your first day with AI Node

Before you start

Have access to your business email and the provider account for your first channel. Use the business owner account for initial setup. Team permissions and your plan determine which pages and actions are available.

Set up your business

1. Open Sign up, register your account, and follow the email verification link. If it does not arrive, check spam and the email address used at registration.
2. Complete Business Setup in onboarding. Enter the business information requested by the form.
3. Select a plan and complete the payment or activation steps presented for your account. Check the review screen rather than assuming registration has activated every feature.
4. Connect your first channel in onboarding or use Channels to find its settings page. You can configure other supported channels later.
5. Open Config → AI Configuration. Choose the available persona and name, set conversation categories, and upload a knowledge file.
6. Use Test AI Responses with a real customer question and an unknown question. Correct the source material if the answer is wrong.
7. Invite a teammate through Business → Team Management. Ask them to accept the invitation and check their permissions.
8. Finish Review & Go Live, then send a message from a separate customer account to your connected channel.

Expected result

The customer message appears in the appropriate inbox. A reply reaches the customer. Test AI and human handling separately so you know which handler produced the reply.

If something is missing

An unavailable menu may be a permission or plan restriction. An incomplete channel connection needs to be fixed in that channel's configuration; uploading a knowledge file does not connect a channel. Check connection troubleshooting.

Next step

Complete the go-live checklist before directing customers to the channel.