This guide gets you to a working setup fast. It follows Typewise principles of
control, reliability, and privacy, and links to focused how‑tos for details.
Prerequisites
- Admin access to your Typewise workspace
- Company name and support email
Set up your general guidelines
Open Company configuration and specify what your company does and what general guidelines the AI Agent should follow.
Add one Knowledge source
Import a small website or upload a file to ground responses. Validate end‑to‑end before scaling. See: Knowledge.
Test in the Playground
Open the Playground and simulate a customer message. Observe when the AI resolves vs. hands off. See: Simulator.
What’s next
- Set up channels: Email or Chat
- Create a Specialist: Specialists
- Add more Knowledge sources: Knowledge
- Let the AI perform actions: Actions
- Invite your team and assign roles: User Management