Onboarding Process
Step 1: Organization Association or Creation
During this step, you have the option to either associate your chatbot with an existing organization or create a new one.
Associating with an Existing Organization
- If you choose to associate with an existing organization, you will need to select the appropriate organization from the provided list.
Creating a New Organization
- If you decide to create a new organization, you will start a 1-month trial period with the trial plan.
- The information required for creating an organization typically includes the organization's name, address, tax ID, and contact email.
- After filling in the necessary information, click on the "Create Organization" button to proceed.

Step 2: Theme - Appearance of Your Chatbot
In this step, you can customize the appearance of your chatbot by selecting the primary and secondary colors.
Customization Options
- Primary Color: Select the primary color for your chatbot from the color picker.
- Secondary Color: Select the secondary color for your chatbot from the color picker.
After selecting the colors, a chatbot creation request is processed. Your chatbot will be available with the new theme within 30 seconds to 5 minutes.

Step 3: Finalization - Check Integration
Finalize Setup
- Click on the "Finalize Setup" button to apply the recommended configuration for notifications and other settings to ensure a seamless experience.
- This action will complete the setup process and redirect you to the integration page.
