Setup checklist: take a new workspace live

After you create a workspace, Concierge shows a setup checklist on the workspace home with a completion percentage. Progress tracks what you actually do in the product. Essential: add knowledge, run a test conversation, and connect a channel (website widget, a messaging app, or the API). Recommended: agent directives, business hours, account security (2FA or a passkey), and promoting an admin contact on a messaging channel.

What you will set up

Plan for about 20–40 minutes the first time. You need enough approved knowledge for a few real questions, a clear voice for the assistant, and one channel ready for a visitor (usually the website widget).

• Approved knowledge the agent may quote from
• Workspace language and voice for the assistant
• Widget look-and-feel (colors, greeting)
• At least one successful test chat
• Embed snippet installed on a staging or production page

Recommended order

1. 1
   Add or discover knowledge

   Open Knowledge. Paste FAQs, upload documents, run website discovery from a public URL, or start from a profile template (SaaS, local service, e-commerce). Aim for pricing, hours, contact paths, and the top 10 visitor questions before go-live.

2. 2
   Set language and voice

   In Settings › Assistant, set the workspace language (widget chrome and canned replies follow this) and tune voice so replies sound like your brand: formal, warm, short, and so on.

3. 3
   Polish the widget theme

   Open Widget studio. Adjust colors, greeting, and attachment toggles. Preview on desktop and mobile widths if your traffic is mixed.

4. 4
   Run a test conversation

   Use Test chat (/app/chat) for the live website widget, or the top-bar assistant for workspace help. Ask the questions a real customer would ask. Fix knowledge gaps before you install.

5. 5
   Install the embed

   Copy the snippet from Widget studio onto the pages you want covered (or via your tag manager). Confirm the site origin is allowed if the widget refuses to load.

6. 6
   Turn on page awareness (optional, recommended for stores)

   In Knowledge → Page awareness, enable the toggle so the widget can answer about the product or plan on screen. Rules are optional — good page titles plus product facts in Knowledge are enough to start.

How to know you are done

• The setup card's essential steps (knowledge, test, a connected channel) are complete
• A colleague outside the setup team can get a correct answer with minimal coaching
• Handoff still works if you ask to speak with a person
• Staging URL uses the same public key you will ship (or you documented the production key swap)