# Set up in six steps > The onboarding checklist, in order — create the agent, connect a channel and a store, set your hours, send a test, invite your team. - Source: https://support.unifunl.io/en/help/getting-started/setup-in-six-steps - Category: Getting started (`getting-started`) - Language: en - Updated: 2026-08-22 --- The onboarding checklist walks you through setup in the order the product expects. Each step takes one to three minutes, and the progress indicator at the top of the AI Center tracks how far you have got. Do them in this order — each one gives the next something to work with. ## 1. Create your AI agent Open the **AI Center** and set up the agent: the business mode, your store details, your delivery and return policies, then its personality and tone. > **Set the business mode first.** It decides whether the agent takes orders or books appointments, and it reshapes the menu around that choice. If you book appointments rather than sell products, start with [Services mode overview](https://support.unifunl.io/en/help/services-reservations/services-mode-overview). If filling in forms is not how you want to start, switch to **Copilot** and describe what you want in plain language instead. Full details: [AI Center overview](https://support.unifunl.io/en/help/ai-center/ai-center-overview) and [Copilot](https://support.unifunl.io/en/help/ai-center/copilot). ## 2. Connect a messaging channel **Settings**, then **Channels**. Link WhatsApp Business, Facebook Messenger, Instagram or TikTok, or switch on the web widget for your own site. Recent conversations are imported automatically. Full details: [Messaging channels](https://support.unifunl.io/en/help/channels-integrations/messaging-channels). ## 3. Connect your store **Settings**, then **Integrations**. Connect WooCommerce, Shopify, PrestaShop, Magento, Odoo, Salla or Converty — or your own back end through the Custom store API. Your products, prices and stock sync automatically. Then check **Settings**, **Products**: the agent only recommends items marked **Indexed**. Full details: [Connect your store](https://support.unifunl.io/en/help/getting-started/connect-your-store) and [Product catalogue](https://support.unifunl.io/en/help/products-catalog/product-catalog). ## 4. Set your business hours Tell the agent when you are open. This is what lets it set the right expectations with a customer about when a human could get back to them. ## 5. Send a test message Use the **Live Test** panel on the right of the AI Center. Send a text message, an image or a voice note and watch the reply. Adjust, then test again. This is your dress rehearsal. > **Testing consumes credits**, exactly like a real conversation. Budget around ten test messages. Full details: [Test and activate your agent](https://support.unifunl.io/en/help/ai-center/test-and-activate). ## 6. Invite your team **Settings**, then **Team settings**. Invite colleagues by email. They join as Members, and you promote them to Admin afterwards. Full details: [Team and roles](https://support.unifunl.io/en/help/account-billing/team-and-roles). > **Let Copilot do the work** — instead of filling in the forms one by one, switch to Copilot mode in the AI Center and describe what you want in plain language. ## FAQ and troubleshooting ### Do I have to follow this order? It is the order that works. The agent needs a channel to receive messages, and a store to quote prices from, so setting it up first and connecting afterwards means each step immediately improves what the agent can do. ### What is the percentage at the top of the AI Center? How complete your agent's configuration is. A low number usually means empty policies or missing store details. ### Can I go live before finishing everything? You can, but fill in the delivery and return policies first. An agent that cannot answer a delivery question escalates constantly. ## What's next? Your first week, and what to check as real conversations arrive. [First week checklist](https://support.unifunl.io/en/help/getting-started/first-week-checklist) ## Related articles - [Platform overview](https://support.unifunl.io/en/help/getting-started/platform-overview.md): The spaces in the Unifunl dashboard, what each one is for, and what your role lets you open. - [Connect your store](https://support.unifunl.io/en/help/getting-started/connect-your-store.md): Link WooCommerce, Shopify, PrestaShop, Magento, Odoo, Salla, Converty or your own store so products and orders sync into Unifunl. - [First week checklist](https://support.unifunl.io/en/help/getting-started/first-week-checklist.md): What to check once real conversations start arriving — read the transcripts, close the agent's gaps, turn on follow-ups, and watch your credits.