Use the onboarding wizard
When you first sign in, Agentra guides you through onboarding so you do not have to hunt for settings. The wizard covers workspace basics, store connection, AI setup, and live chat.
You can leave onboarding at any time and return from Settings. Completed steps stay saved.
Typical onboarding steps
- Confirm workspace name and timezone.
- Connect Shopify or WooCommerce, or note that you will add a custom store later.
- Upload logo and primary brand color for the live chat widget.
- Add a short greeting and choose when the AI Agent should reply.
- Install the chat widget or copy the snippet for your theme.
After onboarding
- Open the inbox and send yourself a test message from your storefront.
- Invite at least one teammate if you are not working alone.
- Review Knowledge and add any policy gaps the AI missed in testing.
Need a hand with this? Chat with our AI Agent, email hello@agentraa.com, or open your Agentra workspace.
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Agentra combines a customized AI support agent with a complete ecommerce helpdesk for your store.
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A practical checklist to go live with Agentra across store, AI Agent, channels, and team.
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