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
Set up your general guidelines
Open Company configuration and specify what your company does and what general guidelines the AI Agent should follow.
2
Add one Knowledge source
Import a small website or upload a file to ground responses. Validate end‑to‑end before scaling. See: Knowledge.
3
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