Onboarding

After creating a workspace, the onboarding flow guides you through the essential setup steps.

Onboarding steps

1. Add sources — import your website or add text notes so the assistant has context to work with.
2. Install script — copy the embed snippet and add it to your website.
3. Send test message — go to your website and send a test message through the Optlo chat widget.
4. Setup AI integration — connect your AI account to enable AI features.
5. Select a plan — subscribe to a plan to keep using Optlo once your trial ends.