How onboarding works
There is no separate demo booking flow. You create an account and complete setup in the portal. Business access currently uses email and password; phone MFA is not yet available.
1.Create an account
Sign up with email and password. That identity is for business users. Website visitors later get a separate anonymous session inside the widget.
2.Name your business and connect your site
After signup you enter your business name and public website URL in one step. The server creates your organization, connects the site, and starts background indexing immediately.
3.Watch indexing progress
A setup wizard and a persistent progress bar show discover, fetch, process, and index stages while your site is indexed. You can dismiss setup and explore the portal anytime.
4.Install the widget
Create an installation in the setup wizard and paste the embed snippet before the closing body tag on your site. Allowed origins are enforced. Revoking the installation stops public service.
5.Choose a plan or stay on trial
Upgrade when you are ready or continue on the included trial. Billing entitlements come from verified Stripe webhooks on the server, not from browser claims.
6.Talk, watch, and take over
A visitor asks a question. If the conversation is in AI mode, the agent replies from your knowledge. In the portal you can pause that, take over, and send a human reply.
After those steps you can invite coworkers, connect email or ADF destinations if you need them, and review usage. For capability detail see the product overview.