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Quickstart (First 30 Minutes)

Use this if you want to get from zero to useful signal quickly.

0 to 5 minutes: create the assistant​

Go to Overview and use the onboarding stepper.

Success criteria:

  • you have at least one assistant
  • you can open assistant-specific pages from Assistants

5 to 15 minutes: add knowledge​

Go to Knowledge and add source content.

Use one or both methods:

  • Upload files
  • Import from URL

Start with your highest-traffic user-facing docs first.

15 to 20 minutes: run a realistic chat test​

Go to Try Assistant and ask real questions users ask.

Test for:

  • missing facts
  • overconfident answers when the source is unclear
  • unclear next steps in responses

20 to 25 minutes: embed and validate​

Go to Assistants and open your assistant.

Use Embed on your website and install the snippet.

Validate in an incognito window on a real page where users need help.

25 to 30 minutes: check signal pages​

Review:

  • Overview for setup and momentum
  • Signal Health for capture quality
  • Conversations for raw evidence
  • Friction Insights for repeated themes

What good looks like after day 1​

  • assistant is live on a real user surface
  • at least one strong knowledge source exists
  • the team knows who reviews conversations/themes weekly