Your first week

Day 1 — Log in and look around

1. 1

   Sign in and set your profile

   Open Settings, add your name and photo, and change your password if the team gave you a temporary one.
2. 2

   Read the Overview

   The Overview screen is your home base. It is empty until conversations start — that is expected.
3. 3

   Open the Playground

   Go to the Playground and chat with your agent as if you were a student. This is the safest way to see what it currently knows and how it sounds.

Day 2 — Teach the agent

1. 1

   Add your knowledge

   In the Knowledge Base, add your key material: programme lists, fee structures, the documents you require, your process, scholarship information, FAQs. Short, clear entries work best.
2. 2

   Set intake periods and consultants

   In Manage Agents, add your intake windows per country and list your human consultants so the AI knows who to direct students to.
3. 3

   Choose the countries you handle

   Still in Manage Agents, select the destination countries your agency processes.

Day 3 — Test and refine

1. 1

   Run realistic conversations in the Playground

   Ask the awkward questions your students actually ask. Where the answer is weak, go back to the Knowledge Base and fill the gap.
2. 2

   Tune the tone

   If replies feel too long or too short, adjust the response length in Manage Agents.

Day 4 — Connect a channel

1. 1

   Start with one channel

   In Integrations, connect either your website widget or Facebook Messenger first — both are quick. WhatsApp involves a Meta verification step, so plan a little more time for it.
2. 2

   Watch the first real conversations

   Keep the Inbox open and read what comes in. Jump in by hand whenever you want to.

Day 5 — Bring in your team

1. 1

   Invite counsellors

   In Team, invite colleagues and set each person’s role.
2. 2

   Agree on a working rhythm

   Decide who watches the Inbox, who clears Tasks and Followups each morning, and who reviews knowledge gaps weekly.
3. 3

   Set AI active hours if you want them

   In AI Control, you can let the AI cover nights and weekends only, or run it around the clock.