How to set up the company in the initial assistant
In the initial assistant, tell it about the company, let the AI configure customer service, choose the priority, and test your agent.
3 min readBasicUpdated on November 12, 2026
Where to find it in Cognizy
Video lesson coming soon. For now, follow the steps below.
The initial assistant appears right after you create your account. In it, the AI reads what you share about the company, builds the brand, the customer service agent, and the knowledge base, and you test the result before connecting WhatsApp. It takes about 10 minutes.
Where to find it in Cognizy
Before you start
- Have created the account and confirmed your email.
- Only the account owner goes through the assistant. Anyone who joins by invitation goes straight to the dashboard.
- Have on hand what the company sells, the prices, and business hours, or the website and Instagram @ handle.
- The first company scan and the first setup do not use credits. The AI test uses bonus credits.
Step by step
- Step 1:
The assistant opens with a summary of what’s ahead. Click Start.
- Step 2:
Check the Company language: this is the language the AI uses to talk to your customers. In Tell us about your company, write what you sell, who it’s for, the prices, and business hours. You can also paste the website, Instagram @ handle, Google Maps link, or CNPJ.
- Step 3:
If you have a menu, price list, or catalog, click Attach photos or files. Then click Read my company.
- Step 4:
Wait for the scan. It takes 1 to 3 minutes and the screen shows the progress.
- Step 5:
In What the AI understood, review the summary and write the Segment if it is empty or wrong. Further down, answer the questions in What’s missing and correct or remove facts from What I found.
- Step 6:
At the bottom of the page, click See what the AI will configure. The draft takes about a minute.
- Step 7:
The AI shows what it will configure, in blocks: brand and visual identity, agent and knowledge base, sales funnel, follow-up, and marketing. Read each one, adjust the texts if you want, and uncheck any block you do not want to apply right now.
- Step 8:
Click Apply 5 blocks.
- Step 9:
In Company configured, see what was applied in each block and click Continue.
- Step 10:
Choose what you want to solve first. In this example, Serve and sell on WhatsApp. This choice defines the assistant test; everything else stays in the menu.
- Step 11:
Choose how customer service responds: AI Agent (recommended), AI with menu or Menu only, no AI. You can change it later in Settings.
- Step 12:
In the Confirm your phone number step, enter the Phone number with WhatsApp and click Send the code: confirmation unlocks the 300 bonus credits that pay for the AI test. The step-by-step is in the tutorial about confirming your phone number.
- Step 13:
In Talk to your agent, ask the way a customer would. Click a suggestion, like What are your business hours?, or write your question and click Send.
- Step 14:
Read the reply: the agent uses what the AI read about the company. Ask other questions if you want and click Next.
How to know it worked
The agent replies in the test using your company’s information, like business hours and prices. The brand, the agent, and the knowledge base are already active and can be adjusted later in .
If it doesn’t work
The scan took too long or ended with an error.
Wait up to 3 minutes. If an error appears, click Use another source and write the description in your own words, without a link. You can also click Skip for now and do the scan later in Company › Company memory.
The test shows No AI credits for the test.
The AI test uses credits. Click Confirm your phone number to get the 300 bonus credits, or click Continue without the test and test the agent later.
The AI misunderstood something about the company.
Before applying, correct the fact in What I found or the block text in the draft. After applying, adjust it in Company › Company memory.
Next step
The next steps in the assistant connect the company’s WhatsApp and invite the team.
Sign in with your Cognizy account to save your progress.
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