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Getting started

A practical launch plan to go from zero to a reliable production setup in less than one day.

Phase 1 - Minimum viable setup

  1. Create your site in SetChat and copy the site API key.
  2. Install the widget script on your main website.
  3. Configure branding (name, colors, welcome message).
  4. Add at least 5 FAQ entries focused on support and conversion.

Phase 2 - Conversation quality

  1. Create one sales qualification flow.
  2. Create one support triage flow.
  3. Add 3 agent canned replies (welcome, delay, handoff).
  4. Define offline behavior (lead capture + callback delay).

Phase 3 - Go-live and validation

  1. Test a full path: chat → qualification → ticket → closure.
  2. Verify email/Teams notifications for new tickets.
  3. Measure first-response time on 5 realistic scenarios.
  4. Confirm the team uses tags, assignment, and priorities correctly.

Pre-launch checklist

  • Widget is visible on desktop and mobile.
  • FAQ covers the top 5 recurring objections.
  • At least one on-duty owner is defined for active hours.
  • An escalation channel exists for urgent tickets.