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Setup checklist: from signup to your first conversation

Reviewed by Ahmed Mohamed · Oct 31, 20261 min read1 view
Short answer

Connect a channel, train your AI, invite your team, then send a test message.

Steps

  1. 1Connect a channel — start with WhatsApp or live chat. See [Connect WhatsApp](#connect-whatsapp).
  2. 2Train your AI — add your website, files or FAQs. See [Add knowledge sources](#knowledge-sources).
  3. 3Invite your team — so escalated conversations have someone to go to.
  4. 4Test it — message your own channel and watch the reply arrive in the Inbox.
!Most businesses finish setup in under 30 minutes.
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Related articlesTour of the dashboard→What is Nateq?→Create an account and start your trial→Invite your team→