Quick Start Guide

Welcome to Nviti.ng! You're about to launch an AI assistant that will transform how you handle customer support. This isn't just another chatbot - it's a smart assistant that learns from your business and provides genuine help to your customers 24/7.

Our Onboarding Wizard makes getting started incredibly simple. In just 10-15 minutes, you'll have a working AI assistant ready to help your customers.

For a detailed explanation of the account creation and signup process, please see our Account Setup guide.

Four Steps to AI-Powered Customer Support

The onboarding wizard walks you through everything needed to launch your AI assistant. Each step builds on the previous one, so you'll understand exactly how everything works together.

Step 1: Set Up Your Business Workspace

Think of this as creating your AI assistant's "office" - a dedicated space where all your customer conversations will be managed.

What You'll Enter:

Company Name: This appears in conversations and emails
Business Email: Where important updates and notifications go
Website: Helps the AI understand your business context
Subdomain: Your custom URL like yourcompany.nviti.ng (choose wisely - this becomes your permanent workspace address)

Pro tip: Pick a subdomain that's short and professional - you might share this URL with team members or customers.

Step 2: Train Your AI Assistant (The Most Important Step!)

This is where you teach your AI how to represent your business. Take your time here - it makes all the difference.

Give Your Assistant Personality:

Name: Choose something that fits your brand (could be your business name, or something friendly like "Alex" or "Support Bot")
Conversation Tone: Friendly for casual businesses, Professional for B2B, or Custom for your unique voice

Company Instructions (This is crucial!): Write clear guidelines like:

"Always be helpful and patient with customers"
"If you don't know something, say so and offer to connect them with a human"
"Our return policy is 30 days, no questions asked"
"We're a family business that's been serving customers since 2010"

Think of it like training a new employee - the more specific you are, the better they'll represent your business.

Step 3: Choose Your First Channel

Your AI assistant needs a way to talk to customers. We recommend starting with the website chat widget - it's the easiest to set up and works immediately.

Website Chat Widget Setup:

Pick your colors: Match your website's theme
Write a welcome message: Something like "Hi! How can I help you today?"
Position and style: Choose where it appears on your site

You'll get a simple embed code to paste into your website - no technical skills required!

Step 4: Feed Your AI's Brain

Your assistant is only as smart as the information you give it. Start with the basics and build from there.

Quick Knowledge Sources:

Paste URLs: Your FAQ page, product descriptions, or help documentation
Upload files: PDFs, Word documents, or text files with important business information

What to include first:

Basic company information
Common customer questions and answers
Product or service details
Contact information and business hours
Return/refund policies

You're Live! Now What?

Congratulations! Your AI assistant is ready to help customers. But launching is just the beginning - here's how to make sure everything runs smoothly and gets better over time.

Get Your Chat Widget Live (5 Minutes)

Find your embed code: Go to Channels > Website Chat Widgets and locate the widget you just created
Copy the code: It's a small snippet of HTML - just copy it as-is
Add it to your website: Paste the code just before the closing </body> tag on every page where you want the chat widget to appear

Don't have website access? Send the code to your web developer or website person - they'll know exactly what to do with it.

Watch Your AI in Action

Head to the Chat Zone to see real conversations as they happen. This is exciting - you're watching your AI assistant help real customers!

What to look for in those first conversations:

Is your AI giving helpful, accurate answers?
Are there questions it can't answer yet?
Does the tone match what you want for your business?
Are customers getting stuck anywhere?

Make Your Assistant Smarter Every Day

Your AI assistant learns from the knowledge you provide. The more you add, the better it gets.

Quick wins for better AI performance:

Add more knowledge: Every support email you get is potential knowledge base content
Refine instructions: Update your assistant's behavior based on real conversations
Fill knowledge gaps: If customers ask questions your AI can't answer, add that information
Monitor and adjust: Check the Chat Zone regularly to see how things are going

Growing Beyond the Basics

Once your website chat is working well:

Connect WhatsApp: Bring your AI to where your customers already are
Add team members: Let others access the Chat Zone to handle complex issues
Explore analytics: Understand your customers better through conversation data
Set up automations: Create smart workflows that save even more time

Your Success Checklist

After completing the wizard:

✅ Chat widget is live on your website
✅ First few test conversations went well
✅ Knowledge base has essential business information
✅ Team knows how to access the Chat Zone
✅ Plan for regular knowledge updates

Remember: Great AI customer service isn't set-and-forget. The most successful businesses regularly update their AI's knowledge and fine-tune its responses based on real customer interactions.

You're not just launching a chatbot - you're building a smarter way to serve your customers. Welcome to the future of customer support!

Keywords

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