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Setup checklist
The four-step checklist on your Overview page that takes your agent from signed up to live on your website.
This page is being written.
This page will cover:
- Handychat learns your store: start the first knowledge sync and what Syncing, In sync and Failed mean.
- Teach your agent how to behave: name, tone (Friendly, Professional, Sophisticated) and the hand-off toggle.
- Meet your agent: the test chat, which never reaches real customers.
- Go live on your website: install detection and dismissing the checklist.
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