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
1
Create your workspace
Open Typewise and create your company. Fill in the essentials; you can refine settings later.
2
Connect your first channel (Email)
Go to Channels and connect your support inbox. Keep defaults for a quick path to value. See: Set up Email.
3
Create a Specialist
Create one Specialist for your most frequent topic. Write concise, outcome‑oriented instructions with clear guardrails. See: Specialists.
4
Add one Knowledge source
Import a small website or upload a file to ground responses. Validate end‑to‑end before scaling. See: Knowledge.
5
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
- Fine‑tune handoff conditions
- Add more sources and actions: Knowledge (UI reference)
- Invite your team and assign roles: User Management