Getting started with XBASE: from sign-up to your first conversation
Start serving customers with XBASE: create the AI agent, connect WhatsApp, Instagram or the website chat and follow the conversations.
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Get XBASE ready to serve customers: an AI agent created, a channel connected and conversations arriving in the Chatcenter. Each step leads to the tutorial with the details.
What you need
- An XBASE account, with access to your company's workspace.
- Permission to create agents and to manage integrations. If you don't have it, ask whoever manages the account.
- For WhatsApp or Instagram, the Facebook account that manages the company's number or profile.
Step by step
Leave your contact
The first time you sign in, XBASE asks for Your WhatsApp before opening any screen. Company website and Instagram are optional: for the website, you can type just the address (yourcompany.com); for Instagram, the username with or without @ or the profile link. Click Continue. Our team uses this contact to help you get everything running.
Open Home
In the menu, open Home. While a channel or an agent is missing, Home shows the guide Your agent starts serving customers in 2 steps, with the service map and the progress bar, and right below it the 2 steps in Ready to get everything running?: Connect a channel and Create your AI agent. The current step is highlighted. If you get stuck, click Need help? at the top of the screen.
If your menu doesn't have Home (it shows Dashboard), follow the next steps through the menu items mentioned in each one.
Connect a channel
In the Connect a channel step, click Connect on the WhatsApp or Instagram card. The Meta window opens right away; when you finish, the step shows as Done.
For the website chat or email, click Website chat, under Whenever you want, at the end of the block, or open Channels in the menu. There, click Connect on the channel card: Official WhatsApp (WABA), Instagram DM, Live Chat (website chat) or Email. What each one does is in Service channels.
For WhatsApp on your phone, follow How to connect the WhatsApp Business app on your phone.
Create the AI agent
In the Create your AI agent step, click Create agent, or open AI Agents → Create agent in the menu. The step-by-step is in How to create an AI agent.
Put the agent to work
- Website chat: the agent is chosen when you turn on Live Chat. See How to add the XBASE chat to your website.
- WhatsApp: in Channels, on the number's inbox, click Connect AI agent and choose the agent.
Follow the conversations
Open Conversations in the menu (Chatcenter in the full menu). Conversations from the connected channels arrive there, and the team can reply. How it works on WhatsApp: WhatsApp in the Chatcenter.
What to expect
The AI agent is created, at least one channel shows as Connected in Channels, and conversations arrive in Conversations (or Chatcenter). With the channel and the agent ready, the getting started guide disappears from Home.
Common problems
Next steps
Still have questions?
Talk to the XBASE team on WhatsApp. We help you set it up. Email: contato@xbase.app.