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Getting started

In just a few minutes you can have your agent answering. Simplifybot reads your business information and proposes everything: your organization profile, how your agent talks and a first funnel. You review it and adjust it.

1. Create your account​

  1. Go to app.simplifybot.co
  2. Click Sign in with Google
  3. The first time you sign in, your account and your organization are created

If someone on your team invited you, use the invitation link. See Team and roles.

2. Complete the guided setup​

The first time you sign in, you land on the guided setup. It has five steps:

Website​

  • Enter Your business website and click Analyze site. Simplifybot reads it and fills in the description for you.
  • If you don't have a website, write the Description of your business yourself (at least 20 characters): what you sell, to whom and what sets you apart.
  • Click Prepare my setup. The AI takes up to a minute.

If you'd rather do it all yourself, choose I'd rather fill it in myself.

tip

The clearer the description, the better the AI's proposal. You have 5 AI setup attempts.

Organization​

Review the Name, Industry and Location (city and country) we understood from your business. Fields marked Suggested were proposed by the AI; change them if they're not right.

Agent​

Here you see how your agent will respond: Greeting, Farewell, Tone, Personality, Instructions, What it must not do and Conversation examples. On the right you see a preview of its greeting.

You can also create the funnel we propose with Create this funnel. You can edit it later.

Click Save and continue.

Channels​

Choose where your agent will serve customers: WhatsApp, Telegram, and if you want, connect Simple Booking or Shopify. You can skip this step and do it later from Integrations.

Done​

You see a summary of what was set up. From here you can go to See my agent or Go to home.

note

Only an Admin can complete the guided setup. If you click Not now, you can pick it up again from Home with Set up now.

3. Test your agent​

Before it talks to real customers, test it:

  • In Configure agent, use Test the agent to chat with it.
  • In Pipeline stages, use Test funnel to see how it moves a customer through the stages.

See Set up your agent and Funnel.

4. Connect a channel​

Connect WhatsApp or Telegram from Integrations. See Connect channels.

The free trial​

Every new organization starts with a free trial:

  • 14 days or 100 agent replies, whichever comes first
  • You can connect Telegram (WhatsApp requires a paid plan)

When the trial ends, messages keep coming in but the agent stops replying until you choose a plan. See Plans and billing.