> ## Documentation Index
> Fetch the complete documentation index at: https://docs.keloa.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Onboarding walkthrough

> What happens the first time you sign into Keloa — and how to come back to any step later.

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.

## Step 1 · Website scan

Paste a URL and Keloa inspects the homepage to extract:

| What we detect                 | Where it lands                                             |
| ------------------------------ | ---------------------------------------------------------- |
| Brand name and logo colour     | **Settings → Workspace** and the widget theme              |
| Industry and short description | **Settings → Workspace → Context** (used in agent prompts) |
| Default language               | **Settings → Workspace**                                   |
| Support email                  | **Settings → Workspace → Contact**                         |
| Business hours                 | **Settings → Workspace → Contact**                         |
| Starter system prompt          | Your first AI agent                                        |

<Note>
  Nothing is saved until you click **Continue**. You can also **Skip** the scan entirely and fill it in by hand.
</Note>

## 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** — friendly / professional / playful — 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](/agents/create-agent) to change these later.

## Step 3 · Pick your first channel

You choose **one** channel to start. Today onboarding offers webchat and email — the two channels that ship live. Other channels (WhatsApp, Instagram, Messenger) are on the [roadmap](https://keloa.ai/roadmap).

<CardGroup cols={2}>
  <Card title="Webchat" icon="comment" href="/channels/web-widget">
    Fastest to set up — one script tag on your site.
  </Card>

  <Card title="Email" icon="envelope" href="/channels/email">
    Forward support\@yours → Keloa; AI replies with a branded signature. Available on Growth and above.
  </Card>
</CardGroup>

<Tip>
  Shopify is an **integration** (orders, products, knowledge sync), not a chat channel. Connect it from **Settings → Integrations** any time after onboarding — see [Shopify knowledge source](/knowledge/shopify).
</Tip>

## Step 4 · Widget appearance

If you picked webchat, onboarding sets a default theme colour from your scan. Tune it in **Settings → Widget**:

* bubble and header colour
* greeting message
* optional avatar image
* languages (EN / NL)

Changes preview live in the right-hand pane.

## Completing onboarding

When you hit **Finish**, Keloa:

1. Marks your workspace as onboarded so you won't land here again.
2. Creates a live AI agent.
3. Creates a channel row — already connected for webchat, or marked *pending setup* for external channels that need verification.
4. Queues a knowledge ingest job for your website (you'll see pages appearing in **Knowledge** within a minute or two).

You land on the **Dashboard** with a status summary.

## Coming back to a step

| I want to…                              | Go to                                      |
| --------------------------------------- | ------------------------------------------ |
| Change workspace name, colour, or hours | **Settings → Workspace**                   |
| Rerun or edit the website scan          | **Knowledge → Add source → Website crawl** |
| Edit the first AI agent                 | **AI agents → ⋯ → Edit**                   |
| Add more channels                       | **Integrations**                           |
| Restyle the widget                      | **Settings → Widget**                      |

<Tip>
  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.
</Tip>