Product update · Setup
A setup checklist that shows what's left before you go live
Chatbots made with quick start now open with a short checklist in the builder. It ticks itself off as you add knowledge and publish, then gets out of the way.
· 2 min read
- Shipped
- Area
- Setup
- Available on
- Every plan
Quick start gets you a working chatbot from your website in a few minutes. Then you land in the builder, with tabs for design, behaviour, sources and more, and it isn't obvious which of those you actually need before visitors can talk to it. The answer is short: give it something to answer from, and publish it. The builder now shows you exactly that.
What's new
When you open a chatbot you created with quick start, a Setup checklist card sits at the top of the builder with three steps:
- Chatbot created. Already done when you see the card.
- Add knowledge base. Done once the chatbot is connected to at least one source. Until then, Add sources takes you to the Sources tab and opens the dialog to create one, prefilled with your website and business name.
- Deploy to your website. Done once you've published the chatbot. Until then, Deploy scrolls you to the publish button.
The card shows how many steps are complete, for example "2/3 completed". It updates on its own as you work: you don't tick anything by hand.
How to use it
- Create a chatbot with quick start.
- In the builder, look for Setup checklist at the top.
- Click Add sources if your chatbot doesn't have a knowledge base yet, and add your website or documents.
- Test your chatbot in the preview, then click Deploy and publish.
Once both steps are done, the checklist disappears.
Good to know
- It only appears for chatbots made with quick start. Chatbots you build from scratch don't show it.
- You can close it. The X on the card hides it for that chatbot.
- It's remembered in your browser. Ticked steps and a closed card are saved on the device you're using, so on another computer you may see the card again. The steps still tick themselves from your chatbot's real state.
- Publishing is what counts as deployed. The last step completes when your chatbot is published, so visitors on your site and connected channels get the published version. Edits after that stay in draft until you publish again.
- New accounts get their checklist on the dashboard too. The dashboard's first-conversation card tracks the same path from a different angle: chatbot created, live on a website or channel, and your first conversation. See the new chatbot dashboard.