NVITI nviti.ng
back to the blog

Getting Started with Nviti.ng: A Quick Start Guide for Success

Getting Started with Nviti.ng: A Quick Start Guide for Success

Ready to Transform Your Customer Support? Let's Get Started.

Welcome to Nviti.ng! We're excited to help you build a smarter, faster, and more efficient customer engagement engine. This quick-start guide will walk you through the first essential steps to get your platform up and running and see results quickly.

Step 1: Build Your Knowledge Brain (15 Minutes)

Your AI assistant is only as smart as the information it has access to. The first step is to populate your knowledge base. Don't worry, this is easier than you think!

  • Start with Your Website: Go to Knowledge Base > Documents > Add URL. Enter the URL of your existing FAQ or help page. Our AI will crawl and learn from it automatically.

  • Upload Key Documents: Do you have a PDF for your return policy or a spreadsheet with product specs? Simply drag and drop them into the Documents section.

  • Write One or Two Core Articles: Navigate to Articles and write a simple welcome message and an article for your absolute most-asked question.

Pro Tip: Don't aim for perfection on day one. Start with the 80/20 rule - give the AI the information to answer 80% of your common questions.

Step 2: Create Your First AI Assistant (5 Minutes)

Now let's bring your knowledge to life.

  1. Go to **Channels > Assistants** and click "Create Assistant."

  2. Give your assistant a name (e.g., "Website Helper") and a personality. You can define its role and tone.

  3. Under Knowledge Base, make sure the documents and articles you just added are selected.

  4. Save your assistant. That's it! You now have a trained AI ready to go.

Step 3: Deploy the Widget on Your Website (10 Minutes)

Let's put your new assistant to work.

  1. Go to **Channels > Widgets**. Your default widget will be waiting for you.

  2. Customize the color and welcome message to match your brand.

  3. Assign your newly created "Website Helper" assistant to this widget.

  4. Click on the "Install" tab and copy the small snippet of code.

  5. Paste this code into the header of your website (or send it to your web developer).

Once the code is added, the chat widget will instantly appear on your site, ready to engage visitors.

Step 4: Invite Your Team (5 Minutes)

You're not in this alone! Go to **Account > Team Members** and invite the rest of your support or sales team. Assign them roles so they have the right permissions to view conversations and help customers.

You're Live! What's Next?

Congratulations! In about 30 minutes, you've launched a powerful AI-powered support channel. Now you can start exploring more advanced features:

  • Connect Your WhatsApp Business Account under Channels.

  • Explore the Chat Zone to see live conversations as they happen.

  • Build your first Workflow to automate a simple task.

  • Check the Analytics Dashboard after a few days to see what your customers are asking.

Welcome to the future of customer support. We can't wait to see what you build.