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Getting started

Set up your workspace and get your first AI agent talking to customers.

  1. Get started with help.ai

    Five steps from an empty workspace to an AI agent answering customers on your website.

  2. A tour of your workspace

    What each section of the sidebar is for, and where to find what you need.

  3. Work with AI Chat

    Your own AI assistant in the workspace: ask, draft and analyze with your knowledge as context.

  4. Test your AI agent before customers see it

    A short checklist for trying your agent in the dashboard before you install it anywhere.

  5. Find anything with the command menu

    Search the dashboard with ⌘K and move around with two-key shortcuts.

  6. Manage your account

    Change your email, phone, username and password, and how your name appears in each workspace.

  7. Create and switch workspaces

    Run more than one workspace and move between them.

  8. Learn by help.ai

    help.ai's free visual learning site: topics by subject and age, and labs you can watch and then try.