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The first time you sign in, Keloa runs a short wizard that turns a blank workspace into something usable. This page shows every step in detail so you know what’s happening and where to revisit each piece afterwards.

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Step 1 · Website scan

Paste a URL and Keloa inspects the homepage to extract:
Nothing is saved until you click Next. You can also Skip the scan entirely and fill it in by hand.

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Step 2 · Your first AI agent

Every workspace needs at least one agent. Onboarding creates one with:
  • Name — what customers see (“Nova”, “Kay”, whatever fits)
  • Tone — Neutral / Friendly / Formal — maps to the system prompt
  • Greeting — the first message on the widget (e.g. “Hi! How can I help?”)
  • System prompt — drafted from the scan; you can edit it now or later
The agent starts as live — it will answer immediately on any channel you connect. See Create an agent to change these later.

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Step 3 · Try it

When you click Finish setup, Keloa starts reading your website and opens a Try it chat. Ask your agent anything a real customer might ask; citations show where the answer came from. The page count shows how much of your site is indexed so far. Test chats don’t appear in your inbox. Click Go to dashboard when you’re done, or Skip — go to dashboard to leave right away.

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After onboarding · Connect your channels

Onboarding doesn’t connect a channel. Add them from the dashboard whenever you’re ready:

Web widget

Fastest to set up: one script tag on your site, from Settings → Widget.

Email

Forward support@yours to Keloa; replies go out from your verified domain. Growth and above.

WhatsApp

Request your number under Integrations and Keloa sets it up with you. Growth and above.

Instagram and Messenger

Connect your Facebook Page and its Instagram account with your Facebook login. Growth and above. See also Instagram.

Telegram

Paste your Telegram bot’s token under Integrations. Growth and above.

Slack

Install the Keloa app in your Slack workspace under Integrations. Every plan, using one integration slot.
Shopify is an integration (orders, products, knowledge sync), not a chat channel. Connect it from Integrations any time — see Shopify knowledge source.

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Completing onboarding

When you click Finish setup, Keloa:
  1. Marks your workspace as onboarded so you won’t land here again.
  2. Creates a live AI agent.
  3. Queues a knowledge ingest job for your website (you’ll see pages appearing in Knowledge within a minute or two).
After the Try it chat you land on the Dashboard.

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Coming back to a step

If you ever want to redo onboarding: clear it with your admin, or just open Knowledge and start a new crawl — that covers 90% of what onboarding did.