Set up your account
Create an Nviti account using the registration form and complete any email-verification steps shown. If a colleague invited you, follow the signed invitation and register or sign in with the invited email address.
Prepare your workspace
Start at the account-creation chapter of the website setup lesson.
Have these details ready:
- Your business name and contact information.
- The purpose and tone of your first assistant.
- A small set of current FAQs, policies, or product documents.
- Access to the website or messaging account you want to connect.
After signing in, follow the Onboarding wizard. The current wizard configures an assistant, connects a channel, and adds knowledge.
Check the selected company
Your workspace can contain more than one company. Select the intended company before creating assistants, channels, forms, or invitations. Use My Company to review its details and Companies to manage business entities and branding.
Before inviting customers
Wait for knowledge processing to finish, activate the required assistant and channel, and test a conversation. Confirm that your team can find the conversation and take over when needed.
Continue with the Quick Start Guide.