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Getting started ​

This page covers signing up, signing in and what you'll see on the screen in your first minute.

Create an account ​

You need two things: an email address and a password.

  1. Open the Create account page.
  2. Enter the email address you use.
  3. Choose a password — at least 8 characters.
  4. Click Create account.

There are no SMS codes, email confirmations or Google sign-in at this step — you land straight in the dashboard.

Write your password down

Password recovery by email doesn't work right now — see Can't sign in. Until it does, keep your password in a password manager or write it down.

Next time, use Sign in with the same email and password.

What you already have ​

Together with your account you get:

  • a workspace — your dashboard, where your assistants live;
  • one agent called "My first bot" — empty, it can't do anything and doesn't know anything yet;
  • the Free plan: one agent and 10,000 credits a month. No card needed.

You can change the name "My first bot" with a single sentence — more on that below.

What you see on the screen ​

The main screen has two parts — and this is where you'll spend almost all your time.

On the left — the conversation. The box at the bottom where you type, and the feed above it where your messages, the builder's replies and cards for what it has already done appear.

On the right — the agent status panel. The name, whether it answers anywhere, how many knowledge sources it has, how many actions, which channels, how many credits are left. You don't fill in the panel — it shows the results of what you said in the conversation. Every row is explained in The panel alongside.

At the top there's a bar with four names, and that's the whole dashboard:

NameWhat it's for
Builderthe conversation in which your assistant is put together — what's described above
Conversationscustomers who asked for a real person; more
Planwhat's active, how much is left, where to buy more; more
Teamwho else has access to your workspace; more

Next to it are the theme switch and Sign out. There's no side menu, and you set up your assistant only in the conversation: the dashboard has no forms with "personality", "knowledge" or "channels" fields.

On a phone

The panel collapses into a single line above the input box. It shows the agent's name and what the builder has just changed. Tap Show agent status to expand the full panel.

If you already have several agents ​

A dashboard with one agent opens the conversation with the builder straight away. When there are more, it first asks which agent's builder to open: each has its own conversation and its own status panel. The "+ New agent" card is there too.

You can switch later with the Switch agent button in the status panel (not while the builder is working on the current one — the reason is shown next to it).

Your first conversation ​

An empty dashboard greets you with a question: "Tell me what kind of assistant you need".

Below it are three ready-made phrases to start with:

  • "Make an assistant for my café"
  • "Read my website and remember what it says"
  • "Have it answer customers in Telegram"

Clicking one doesn't send it right away — it goes into the box so you can adapt it. "My café" almost always needs adjusting, and you can't take back a message once it's sent.

Write the way you'd explain things to a new employee on their first day:

I want an assistant for the café "Smak". It should answer about opening hours, the menu and table bookings.

One sentence is enough to start. Whatever you didn't mention, the builder will set itself and tell you plainly that it chose that and that it's easy to change.

What happens next ​

The builder takes a while — a live turn takes about half a minute, sometimes longer. That's not a fault: in that time it looks at what you already have, creates the agent, writes its personality and reads your website.

So you're not staring at a blank screen, it shows the work as it goes:

  • "Reading your request…" — the builder hasn't said a word yet;
  • the reply text, typed out before your eyes;
  • "done" cards — they appear one at a time, as soon as each change has been applied, even before the reply is finished;
  • "Doing what you asked…" / "Still working…" — the builder is quiet because it's busy working.

Every card is a change that has already been applied. The panel on the right refreshes itself after each one, so its numbers change right in the middle of a turn.

What already works before you set anything up ​

These aren't "features you can turn on" — this is how the bot behaves from the start:

Works by itselfWhat it means
sees the page the chat window is open onon a product page, the question "do you have size 42?" gets an answer about that product — with its name, price and availability
"leave contact" buttonthe customer leaves a phone number or email right in the chat; you see the contacts in your conversation with the builder
calling a real personthe customer can ask for an operator, and you reply in Conversations or in Telegram
the chat window picks up your site's coloursno need to "match" it by hand
your website is re-read once a weeka changed price reaches the answers by itself, without a new request
you can see the customer typingwhile they type, the operator is already reading
the customer can attach a filethe paperclip in the chat window, Ctrl+V or drag and drop: a photo of a receipt, a scan, a screenshot
the bot answers in the customer's languageno need to turn on translation separately
the bot knows the date and time"are you open right now?" gets a real answer, not a guess
a long conversation isn't forgottenolder messages are condensed into a summary, so what was agreed at the start isn't asked again at the end

Any of this can be turned off with one sentence — for example "don't read the pages of my website" or "remove the contact button". You can always ask for the list of current settings:

Show me how my bot is set up

The shortest path to a working assistant ​

Three sentences — and it has everything that matters:

  1. Who it is and who it's for. "Make an assistant for the café “Smak” — to answer about the menu, hours and bookings."
  2. What it knows. "Here's my website: smak.example.com — read it." Or just write the facts as text.
  3. Where it answers. "Have it answer in Telegram, here's the token…" or "give me the code for my website".

Everything else — actions, schedules, the structure of its flow — gets added later, and only when you actually need it.

Next ​

YouSelfBot platform documentation