This page covers the two ways to create an assistant in today's dashboard and the behaviours to know before you launch. The click-by-click persona wizard is in Setting up your first assistant. Sign-up and email verification are in Creating an account and first steps.
Two paths
Creating a new assistant from the Assistants screen opens a six-step wizard: choose a persona, business details, preview, data sources, connect a channel, and the ready card. The last card in the persona gallery is**"custom profile from scratch"**; choosing it skips the persona preparation and takes you to the classic form where you fill in every field yourself.
A newly created assistant is set to active straight away. There is no separate publish button and no draft/published distinction.
Features that depend on your plan
Some capabilities are gated by a plan flag. Here is where the Free plan stands:
Feature
Free
Premium and above
Appointment and reservation module
Open (with lower limits)
Open
Live support handoff (transfer to an agent)
Closed
Open
Numeric limits — number of assistants, monthly conversations, knowledge base character volume, catalogue item count — also vary by plan; current values are on the pricing page. When a limit is reached the dashboard tells you which one filled up.
Three behaviours to know before you launch
These three surprise people in customer conversations regularly, so set your expectations accordingly.
Conversation history is separate per channel. The assistant's configuration, persona and knowledge base are shared across every channel — but conversation history is kept separately per channel and per person. A conversation that started on WhatsApp does not continue where it left off when the same person opens the widget on your site.
The assistant does not issue refunds. When a customer requests a refund the assistant does not touch your payment system; it opens a request record that lands with your team. Money movement always stays on your side.
Voice conversation is not available on every channel. Real-time voice works only on the web widget, the standalone page and the robot channel. WhatsApp, Instagram and Messenger are text channels; an incoming voice message there is transcribed and processed, but the assistant does not reply with audio.
What's next
- Knowledge base setup — feeding the assistant your own data
- Catalogue setup — connecting a product or service catalogue
- Widget installation — adding the chat window to your site
- WhatsApp connection — the number connection flow