Smatick / Quick start

Your first assistant, step by step.

Create your first AI employee, add company knowledge, and connect a communication channel. Follow seven simple steps with interface examples.

  1. 01

    Create your workspace

    Register and enter your company or team name. Your bots, conversations, and tasks live here. You can start on Free and buy extra AI credits when needed.

    Where to go

    Registration → Create workspace

    Interface excerpt · sample data
  2. 02

    Give your assistant a name

    Choose Bot, enter a name such as Customer support, and save. Connect channels afterwards. One bot can use shared settings across several channels, with separate conversations. A website bot needs no Telegram token.

    Where to go

    Bots → Add bot

    Workspace
    Example Studio

    One assistant, shared agents, skills, knowledge base, MCP and CRM. Connect the channels where customers can reach it.

    Interface excerpt · sample data
  3. 03

    Tell the bot how to help

    Describe what your assistant should do: advise customers, help them choose, collect requests, or answer support questions. Set its communication style and when to hand a conversation over to a person. You can keep the default model settings.

    Where to go

    Bots → Your bot → Brain

    Example to adapt to your business

    You are the customer support assistant for [company]. Explain our services using the knowledge base. Ask one clarifying question at a time. Do not invent prices or promises. If information is missing or a customer asks for a person, hand over to an operator. Do not ask for a name or phone number already provided in the contact form.

    Brain
    These settings apply to this bot across all its channels.

    Only models included in your current plan are selectable. After a downgrade, the bot uses an allowed model.

    Interface excerpt · sample data
  4. 04

    Give it reliable knowledge

    Enter text or Markdown, or add a website link with services, prices, and policies. Choose whether the source applies to all bots or just this assistant. Save it and update the information manually when needed.

    Where to go

    Knowledge base → Add source

    Interface excerpt · sample data
  5. 05

    Connect the first channel

    Start with a website: open Widget from your bot’s Channels, set its appearance and contact form, and copy the installation code to your site. You can also connect Telegram or other supported messengers. All channels are available on every Smatick plan, including Free; external providers may require permissions or separate payment.

    Where to go

    Bots → Your bot → Channels → Widget

    Channels
    One assistant, shared agents, skills, knowledge base, MCP and CRM. Connect the channels where customers can reach it.
    Set up widgetDisable
    EditDisable
    Connect
    Connect
    Connect
    Connect
    Interface excerpt · sample data
  6. 06

    Try it as a customer and operator

    Send a test question in the widget or messenger. Open the conversation, check the answer and history, and use Take over to reply yourself. Then choose Leave the conversation; invite the agent to return control to AI.

    Where to go

    Connected channel → Conversations

    CS
    Alex

    Customer support · Telegram

    Customer requested a human · 12:40

    Contacts

    Alex

    Can a person help me choose a plan?

    12:40

    You are observing. Take over to reply.

    Interface excerpt · sample data
  7. 07

    Keep the next step with your team

    Create a ticket from a customer request, assign a responsible teammate and a priority, and move it through statuses. CRM and other integrations are optional: connect them later if your plan and settings allow.

    Where to go

    Tickets → Create or open a ticket

    Open

    1
    TKT-101 · Leadhigh

    Customer asked about connecting WhatsApp

    UnassignedEdit

    In progress

    1
    TKT-102 · Tasknormal

    Prepare a proposal for the customer

    UnassignedEdit
    Interface excerpt · sample data
● Start free

Give an AI employee
your business tasks.

Start with a simple bot, add your business knowledge, and discover how an AI agent can help your customers.

Start freeTalk to us