Getting started

Your Get started list

Six steps to set up your workspace.

The Get started list tracks these six steps automatically:

  1. Connect a channel.
  2. Invite another team member.
  3. Add a quick reply.
  4. Enable your AI agent.
  5. Add a knowledge document and wait until it is ready.
  6. Connect Zoho CRM or LeadSquared.

Open each step to go to its settings. The same progress appears in the dashboard and the app. Channel and team changes may take up to 5 minutes to appear.

Still stuck?

Signed in? Press Help in the STS Connect side menu to chat with our team, Monday to Friday 9:00 to 18:00 Dubai time. Or email hello@stsconnect.chat with your company name and what you were trying to do. We answer on business days.