This page walks through publishing an assistant from scratch in the dashboard. If you want to know what the product is and how it is built, what is Giizo AI and how it works cover those questions; this page only covers what you click.
Step 1: Sign up and verify your email
Sign-up, email verification and password rules are covered in Creating an account and first steps. Signing up needs a username, an email address and a password; a phone number is optional and no SMS code is sent. The verification link is valid for 24 hours. After verification your account is attached to theFree plan — there is no countdown-style trial.
An API key is also generated at sign-up. You will need it if you install the widget with an embed snippet or a ready-made plugin.
Step 2: Start the assistant wizard
When you create a new assistant from the Assistants screen, a six-step wizard opens:
- Choose a persona
- Business details
- Preview and edit
- Data sources
- Connect a channel
- Your assistant is ready
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.
Step 3: Choose a persona
The persona determines what job the assistant is prepared for. Six ready-made personas are available today:
Persona
What it does
Customer Support Assistant
Answers frequently asked questions, categorises requests, automates first-level support
E-commerce Sales Assistant
Recommends products, explains order processes
Marketing Assistant
Highlights campaigns, talks with conversion in mind
Restaurant Reservation and Order Assistant
Takes table reservations, presents the menu, accepts takeaway orders
Clinic and Aesthetics Appointment Assistant
Books appointments, shares service details, sends reminders
Education and Course Advisor
Presents courses, opens capacity-limited enrolments
Personas that take appointments or reservations use the booking module, which is open on every plan including Free; what changes between plans is the volume — resource, monthly booking and reminder SMS counts, covered in Step 6.
Step 4: Business details and preview
Two fields are required: the assistant name and thebusiness name. A short description and an avatar are optional.
Once you fill these in, the wizard generates the system prompt and the assistant's first message for you. On the preview step you can read and edit both, or ask for them to be regenerated. So you do not have to write a prompt from scratch — but do read what was generated: if it contains a wrong assumption about your business, the assistant will repeat it in conversations.
Choosing a persona also carries a set of recommendations: usable tools, ready-made knowledge packages and proactive trigger templates. These are not connected automatically — you decide which ones to enable. Do not assume that picking a persona activated the assistant's tools.
Step 5: Data sources and channels
On the data source step you select the knowledge sources the assistant will use. A knowledge base is not required: leave it empty and the assistant is still created and still answers, but it only speaks from the knowledge in its system prompt. We recommend adding at least one source so it answers company-specific questions correctly — the steps are on knowledge base setup.
On the channel step you choose where the assistant will run. Even if you skip it the assistant goes live: a web widget configuration and a standalone page address are created at the moment the assistant is created.
Step 6: Launch, testing and plan limits
A newly created assistant is set to active straight away. There is no separate "publish" button and no draft/published distinction; an assistant has two states, active and inactive.
Two channels are usable immediately:
- Web widget — added to your site with an embed snippet or a ready-made plugin. Steps: widget installation.
- Standalone page — an address in the form
app.giizo.ai/standalone/{token}; you can share the assistant even without a website.
The final wizard step includes a test tab and a test widget that opens in the bottom-right corner, so you can try the assistant before pointing customers at it.
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