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No API, no code. We’ll configure everything through the dashboard and have an agent responding in under 10 minutes.
1

Create your account

Go to app.timelyai.com.br and click Create account. Fill in your name, email, and password.
Use your corporate email from the start. It will appear in notifications and in communications with the support team.
2

Confirm your email

You will receive a confirmation email with a link within 2 minutes. Click the link to activate your account.
Can’t find it? Check your spam folder or request a resend on the login screen by clicking Resend confirmation.
3

Set up your company and workspace

On first access, the onboarding wizard asks for:
  • Company name — appears in the dashboard and in reports
  • Segment — helps pre-configure relevant templates
  • Workspace name — use something descriptive like “Support” or “Sales”
You can create additional workspaces later under Settings → Workspaces. Each workspace has isolated agents, channels, and conversations.
4

Create your first agent

Navigate to Agents → New agent. The wizard takes about 5 minutes:
  1. Name and avatar — how the agent will introduce itself to customers
  2. LLM model — we recommend gpt-4o-mini to start (great cost-to-performance ratio)
  3. Personality and instructions — the visual editor suggests templates by segment
  4. Tone of voice — formal, casual, technical, friendly
Don’t worry about writing the perfect prompt right now. You can adjust it at any time, and the version history saves every change.
5

Train the agent with a document

Inside the agent, go to the Training → Add content tab.You can add:
  • Document (PDF, DOCX, TXT — up to 20 MB)
  • Free text (paste directly)
  • Website URL (Timely indexes the content automatically)
  • Questions and answers (manual Q&A)
To get started quickly, paste a short text describing your product or service. The agent will immediately start using that content in its responses.
RAG processing happens in the background. Large documents may take up to 2 minutes to become available.
6

Connect a channel

Go to Channels → Add channel. The Web widget is the fastest option for testing:
  1. Select Widget
  2. Choose the agent you just created
  3. Customize the color, greeting, and position
  4. Copy the generated JavaScript snippet
<!-- Paste before </body> on your site -->
<script>
  window.TimelyConfig = { widgetId: "YOUR_WIDGET_ID" };
</script>
<script src="https://cdn.timelyai.com.br/widget.js" defer></script>
For WhatsApp or Instagram, the connection flow is under Channels → WhatsApp / Instagram and uses Meta’s Embedded Signup.
7

Open the test chat and start chatting

Without publishing anything, go to Agents → [your agent] → Test Chat.The test chat simulates a real conversation with the agent, including the tools and knowledge base you configured. Send a question about the content you trained the agent on — it should respond based on the document.
Try asking something that is not in the document to see how the agent handles knowledge gaps. Adjust the prompt accordingly.

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What to explore next

Advanced agent settings

Tools, human handoff, conditional prompts, and voice.

Connect official WhatsApp

WABA with support for approved templates and higher send volumes.

Train with multiple documents

Advanced RAG, automatic re-indexing, and relevance control.

Invite your team

Add attendants, define roles, and configure automatic handoff.
Want to integrate via API? See the API Quickstart to make your first call in 5 minutes.