Who sees it: the Owner and Manager of a business that signed up by itself (Free, Pro or Business plan). Staff and assistant editors do not see this list.
Businesses COREBIZS sets up under a contract (managed plans) do not have this list: the COREBIZS team goes through the steps with you.
Where the list is
After signing in, open Home. At the top is the Get started with your AI assistant box, with:
- a progress line, for example 2 of 5 steps done, and a progress bar;
- 5 steps in order, each with a button straight to the screen where it is done;
- the Ask COREBIZS for help button at the bottom of the box.
The 5 steps
- Choose an assistant: pick the one closest to how your business works. The Choose assistant button opens AI assistant.
- Add documents for the assistant (recommended): opening hours, products, prices, policies… so it answers correctly. The Add documents button opens Assistant documents.
- Try a chat with the assistant (recommended): play the customer and see how it answers before turning it on. The Try a chat button opens AI assistant.
- Check and turn on the assistant: the assistant passes the sample-scenario check, then you press Put live for customers. The Check and turn on button opens AI assistant.
- Connect a messaging channel: Zalo OA, Facebook, Instagram or the chat box on your website. The Connect channel button opens Channels.
Details for each: AI assistant, Assistant documents, Channels.
Steps 2 and 3 are recommended but not required: the assistant can be turned on without documents. Still, with documents it answers far better.
How progress is counted
You do not tick anything. The system looks at what the business already has:
| Step | Counts as done when |
|---|---|
| Choose an assistant | The business has at least one assistant |
| Add documents | At least one document has finished reading |
| Try a chat | Someone in the business has opened a test chat |
| Check and turn on | A version of the assistant has been put live for customers |
| Connect a channel | A channel was connected at some point (it still counts if it later has a problem) |
A done step has a tick and the time it was done, for example "Done at …". The step to do next is highlighted. Required steps (1, 4, 5) come before recommended ones.
When the 3 required steps are done, the box turns into the note Your AI assistant is answering customers. Press the close button (×) to hide it. The browser remembers this; on another device the note shows once more.
Ask COREBIZS for help
Need someone to guide you? Press Ask COREBIZS for help at the bottom of the box.
- Press Ask COREBIZS for help.
- The screen confirms it was sent. The line under the box changes to the time you asked.
- COREBIZS contacts you by email within 1 working day, at the account email of the person who pressed it.
The COREBIZS team receives the business name, plan, your name and email, and which steps are done or left. They cannot enter your business to do it for you: they guide you to do it yourself.
Limits:
- COREBIZS gets at most one help email per business per day. Pressing again the same day does not speed up the answer.
- Pressing too often within an hour, the screen says you are going too fast. Wait and try again.
More urgent: message COREBIZS on Zalo OA (the line Need help? Message COREBIZS on Zalo OA. on the sign-in screen).