Your first steps

The checklist

Your dashboard shows a setup card with these steps, and rows disappear as you finish them. In order:

1. Add what you sell. Create sections, then items — or import the lot from a spreadsheet or photos. See Importing your catalog.
2. Tell the assistant what it's for. One sentence in Knowledge → Assistant purpose changes the quality of its answers more than anything else you can do.
3. Give it something to know. Hours and contact details in Business basics, then the questions you answer over and over in FAQs.
4. Try it. Use the Preview site button in the top bar and ask it the things your customers ask.
5. Put it on your site. Copy your snippet from the dashboard and paste it in. See Installing the embed.
6. Turn on selling, if you want it. New accounts answer questions but don't take orders. See Answering vs selling.

Tips for a good start

• Start with your most popular items. A small, well-described catalog beats a big vague one — you can always add more.
• Write real descriptions. The assistant answers out of them, so "hand-stretched sourdough base, San Marzano tomatoes" earns its keep in a way that "classic pizza" doesn't.
• Add photos. Customers engage far more with items they can see.
• Ask it the awkward questions — allergens, parking, refunds. Whatever it gets wrong tells you exactly what to add to Knowledge.

Adding your team

You can invite staff in Settings → Business. Staff can view and fulfil orders. They cannot reach Settings, Knowledge, or the dashboard home — so day-to-day fulfilment never risks someone editing your assistant.