Quickstart

This guide takes you from a new account to a working agent in four steps.

1. Connect a channel

For a quick test, add a Web chat widget from Channels. Click Get embed code, then paste it before the closing </body> tag on your website.

<script
  src="https://cdn.vivollo.com/widget/v2/widget.js?tenantId=YOUR_TENANT_ID&channelId=YOUR_CHANNEL_ID"
  data-vivollo-chat-widget
></script>

The chat button appears after the page reloads. You can also start with WhatsApp or Instagram; see Channels for setup instructions.

2. Add knowledge

Open Knowledge and create a Knowledge base. Then give it something to read:

• Write an article — headings split it into sections the assistant can find.
• Upload files — PDF, Word and Excel, or a Q&A spreadsheet.
• Connect a source — a website, sitemap, Zendesk or WordPress help center, kept in sync on its own.

If you sell online, create a Products collection as well and connect your store. The catalog stays in sync, and the assistant can answer about price, size and stock. See Commerce.

Start with a small set of reliable information. You can add more later.

3. Build a simple flow

Open Flows and connect an Agentic AI action to the Message received trigger. That trigger runs on the customer's first message, and on anything no other step handled.

Choose the assistant and the collections the action can use, then save the flow. Fixed messages, questions, conditions and tools can come later.

4. Test before publishing

Use the panel preview or open the widget on your site. Ask questions that real customers ask, for example:

• “What is your return policy?”
• “Do you deliver to Ankara?”
• “Is this product available in blue?”

If an answer is missing or wrong, check the connected knowledge first. Add or correct the source, wait for indexing to finish, and test again.

When the answers look right, publish the flow. New messages will appear in Messages, where your team can follow or take over the conversation.

→ Learn the core concepts