WORKFLOW GUIDE · 3 STEPS

Before you start

Make sure you are working in the correct workspace and have permission for the task. Review the current configuration before making a change so you can recognize its effect.

This guide describes the intended production workflow. The downloadable website demonstrates the public interface; account, billing, and workspace controls require a connected service.

01

Prepare the right starting point

Open the free-trial page and enter your name and work email.

02

Complete the task thoughtfully

Review the service terms and the plan details before creating an account.

03

Verify the result

After activation, configure your workspace, invite teammates, and test a realistic conversation.

Final checks

Confirm that the result matches your intention and that the visitor or teammate affected by the change still has a clear next step. If something is unexpected, review the inputs and contact support with a concise explanation.

Useful support requests include the page or setting involved, the expected result, and what actually happened. Never send passwords or payment credentials.
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