Your Progress Steps
Follow these milestones to go from a brand idea to a shareable AI-powered sales experience. Each step links to the exact workspace you need next so you can stay in flow without guesswork.
Create your brand foundation
Set up a brand profile so your products, policies, and AI knowledge are scoped correctly.
Select or confirm your active brand
Use the brand selector in the console header to choose the brand you want to work on.
Create your first product
Launch the guided wizard to add core product details, media, policies, and AI training data.
Review and manage products
View imported products, edit details, or select the product that powers the AI experience.
Enrich sales knowledge
Add FAQs, policies, objection handling, and training content so the AI can sell with confidence.
Share your public chat link
Use the Share with customers card in Chat to copy and distribute the live sales room link.
Test the AI sales chat
Chat with the AI assistant using your selected product to validate responses before sharing.