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First week in Cognizy

Complete the initial setup

Lesson 2 of 18 · Start hereReading1 min

See the lessons

  1. Start here

  2. Day 1 · Teach your business and connect WhatsApp

  3. Day 2 · Knowledge base and testing

  4. Day 3 · AI rules and team

  5. Days 4 to 7 · Sales, content, and review

The setup assistant has eight short steps. Everything can be changed later.

The setup assistant has eight short steps. Everything can be changed later.

  1. Step 1:

    Segment

    Choose what best describes the business (services, retail, professional, food service, or one of the featured segments). The agent starts out with the tone and context of your industry. If you can’t find yours, choose "Other".

  2. Step 2:

    Teams

    Turn on the teams you want to use now: Support, Sales, Marketing, and Operations.

  3. Step 3:

    How Support responds

    • AI Agent (recommended): understands what the customer writes and replies using the company’s knowledge base.
    • AI with menu: starts with an options menu and the AI takes over when the customer goes off script.
    • Menu only, no AI: numbered options (1, 2, 3) to route the customer to the right department.
  4. Step 4:

    Test

    Talk to the agent the way a customer would. This is a test environment: nothing appears in real conversations.

  5. Step 5:

    Channel

    Connect WhatsApp using the QR Code (see chapter 4). The other channels are in Settings.

  6. Step 6:

    People

    Invite the people who monitor the AI, approve, and take over conversations. You can skip this and do it later.

  7. Step 7:

    Done

    The summary shows what has been set up and what is still missing.

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