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Getting Started

Sign in, create your first workspace, and explore the dashboard.

This guide walks you through signing in to the Conversation Engine and setting up your first workspace so you can start building chatbots right away.

1. Signing In

The Conversation Engine uses OAuth for authentication — no password to remember.

  1. Open the platform URL in your browser.
  2. On the login page, click Sign in.
  3. You will be redirected to the OAuth provider to authenticate.
  4. After successful authentication, you are redirected back to the platform and land on the Workspaces page.

Note: Your session is kept active automatically. If your session expires, you will be redirected back to the login page.

2. The Workspaces Page

After signing in you land on the Workspaces page — your home base on the platform.

From here you can:

  • See all workspaces you belong to (as owner or member)
  • Create a new workspace
  • Switch into any existing workspace
  • Access workspace settings

Each workspace card shows:

  • Workspace name and description
  • Your subscription status badge
  • Quick links to settings and members

3. Creating Your First Workspace

  1. On the Workspaces page, click Create Workspace.
  2. Fill in:
    • Name — A short, descriptive name for your workspace (e.g., "Acme Support Team")
    • Description — What this workspace is for (optional but helpful)
  3. Click Create.

You are taken directly into your new workspace's Overview page.

Note: The number of workspaces you can create depends on your plan. If you have reached your limit, the Create Workspace button will prompt you to upgrade.

4. Understanding the Dashboard Sidebar

Once inside a workspace, the sidebar on the left is your main navigation tool.

Workspace-level navigation

Sidebar ItemWhat it does
OverviewStats and chatbot list for this workspace
ChatbotsView and manage all chatbots
AnalyticsConversation analytics and metrics
Knowledge BasesManage Q&A knowledge bases
SettingsWorkspace name, members, API keys, danger zone

Chatbot-level navigation (appears when you open a chatbot)

When you click into a chatbot, the sidebar expands to show chatbot-specific navigation:

Sidebar ItemWhat it does
Flows (expandable)Lists Conversation Flows and Meta Flows
IntegrationsConnect to WhatsApp, Web Widget, SMS, etc.
ConversationsView messages sent by real users
SettingsChatbot name, description, webhook, active status

At the bottom of the sidebar:

  • Your profile avatar — click to go to your Profile page, or to log out
  • Admin Panel link (only visible if you are a platform administrator)

5. Next Steps

Now that you are logged in and have a workspace:

NextWorkspaces