The Build Your Agent Page

Where to find it

/dashboard/agent-setup — also linked from the sidebar under Agent → Build your agent, and from the home card at the top of your dashboard. New subscribers land here automatically right after finishing onboarding.

What it does

A step-by-step wizard that walks you through configuring your agent. Each step covers one focused area of setup, has direct links into the relevant dashboard pages, and an inline Ask Allison chat scoped to whatever step you're on. The floating support widget is hidden on this page so your setup questions stay attached to the wizard step you're viewing.

The steps:

• Business basics — business type, fallback phone, locations, hours, and phone numbers.
• Knowledge — foundational summary editing and links into facts, FAQs, documents, and intents.
• Products / Services / Menu — what you sell or offer. Businesses without a catalog of items can mark this step not applicable.
• Your team — transfer needs, team members, extensions, and call groups. Solo businesses can mark this step not applicable.
• Call handling — common call goals, intents, escalation rules, ring groups, and after-hours behavior. Includes a Take phone orders toggle that turns Allison into an order-taker for businesses with a catalog and order profiles configured.
• What Allison can do — integrations, calendars, API keys, webhooks, and external actions. Simple voice-only setups can mark this not applicable.
• Tone and style — tone preset, refusal topics, frustrated-caller handling, and representation notes.

Each step shows live setup coverage pulled from your account, saves your progress (mark complete, skip, not applicable), and lets you jump back and forth between steps freely.

Per-step "Ask Allison" chat

Every step has its own inline chat panel. The chat knows which step you're on and what's already configured for that step, so questions like "what's a good escalation rule for after-hours?" or "how do I add an order profile?" get answers grounded in your actual account. Allison can call the same configuration tools she uses elsewhere — facts, FAQs, intents, team, schedules, escalation rules, locations, catalog, order profiles, owner notes — so most things you'd otherwise click through to configure can be done conversationally.

Per-step chats are tagged in your chat history so you can find them later.

Skip, mark complete, or not applicable

Each step has three terminal actions:

• Mark complete — you've finished this step.
• Skip — you'll come back to it later. The wizard remembers and surfaces it on next visit.
• Not applicable — this step doesn't apply to your business (e.g., no team, no catalog, no integrations).

Steps with universal requirements (business basics, knowledge, call handling) can't be marked not applicable.

Owner notes

The Tone step includes free-form owner notes — things like "we don't book same-day appointments," or "call my VP of Sales first, then me, then voicemail." Allison reads these at call start and factors them into her responses. Edit directly in the step, or ask Allison in chat to set them for you.

Live updates

Anywhere on the dashboard, the sidebar footer shows a small ring with your current setup readiness. The home card at the top of your dashboard surfaces what's still missing and links you back to the wizard. Both update automatically when you or Allison make config changes.