Onboarding
When you sign up and log in to ChatHQ for the first time, you go through an onboarding flow that helps you set up your workspace and first assistant.
When it happens
Onboarding screens appear on your first login. They guide you through:
- Choosing what to build — Select a starting point: Sales Assistant, Support Assistant, Internal Knowledge, or Custom workflow.
- Making it yours — Customize your personal workspace with brand image, name, color, website URL, and description.
- Creating your first assistant — Set up the assistant's name, description, model, and tone.
- Building your knowledge base — Add content your assistant will learn from (files, URLs, or FAQs).
Note:
You can customize everything later. The onboarding flow is just a starting point.
What you can customize
- Workspace: Brand image (PNG/JPG), workspace name, brand color, website URL, description
- Assistant: Name, description/context (up to 600 characters), AI model (e.g. GPT-4o), tone (e.g. Professional)
- Knowledge: Upload files, add URLs, or create FAQs — one type at a time per assistant
After onboarding
Once you complete onboarding, you land in your workspace dashboard. From there you can create more assistants, invite team members, configure the widget, and manage settings.
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