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Set up Prativani in six steps

The shortest path from a new account to answering your first customer.

1 min read

Work through these in order. Your Dashboard shows the same list under Get started, and ticks each item off as you finish it.

  1. Create your account and workspace. Sign up, then tell Prativani your organization’s name, timezone and billing currency. See Create your account and Set up your workspace.

  2. Install your chat widget. Add a short piece of code to your website so visitors can chat with you. See Install the web messenger on your website.

  3. Customize the widget. Match the chat window’s colours, position and greeting to your brand. See Customize the web messenger.

  4. Invite your team. Add the people who will answer customers. See Invite teammates.

  5. Create your AI agent. Set up an AI agent that answers common questions on its own. See Create an AI agent.

  6. Add what your AI agent should know. Give it your FAQs, help pages or website. See Knowledge sources at a glance.

On the dashboard, click Set up next to any item to go straight to it. When everything is done, the list disappears. To hide it sooner, click × and confirm Hide checklist.

What happens next

Section titled “What happens next”

Connect more channels, such as WhatsApp, email or phone. See Channels at a glance. Every message from every channel arrives in the same inbox.