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Your first hour

Work through this list once and your clients get a finished-looking app on day one. Facia shows the same list as the setup checklist at the top of your business settings (HQ → Settings → your business), and ticks things off as you do them.

The setup checklist ticks itself off as you go
The setup checklist ticks itself off as you go

HQ → Settings → your business → Name, photo & link

  • Upload a square logo. It's used for your chat avatar, the installed app icon, notification icons, the loading screen and link previews on WhatsApp, Telegram and iMessage.
  • Check your name and @handle, and write a one-line description.

#2. Welcome message (5 min)

HQ → Settings → your business → Welcome message

This is sent automatically when someone starts a chat. Say hello, what you help with and when you answer. You can add up to 4 photos (opening hours, a price list, how-to screenshots).

HQ → Settings → your business → Support links

Add your WhatsApp, Telegram, Instagram, website, email and so on (up to 10). For each link you choose where it shows: your welcome page, inside chats, or on other sites when you're embedded.

#4. Your look (5 min)

HQ → Settings → Business look

Pick a preset (Clean, Warm, Mist, Sage, Rose, Sand, Ink), an accent colour (or your exact brand hex), and soft or sharp corners. See Look and style.

#5. Features (5 min)

HQ → Settings → Features

Pick a bundle to start:

  • Support: just the chat.
  • Community: adds Verified clients, groups, channels and levels.
  • Club: Community plus coins, the leaderboard, Hot Potato and High Card.

You can fine-tune every switch underneath. See Features.

#6. Invite your team (5 min)

HQ → Team

Create a login for each person, or send an invite link (it's valid for 72 hours). Choose their role (admin, manager or agent) and which businesses they work on. Then check HQ → Settings → Agent permissions. See Team and roles.

#7. Set your goal (2 min)

HQ → Settings → your business → Business goal

Choose Help desk, Keep clients coming back or Just the numbers. The goal decides which numbers HQ calls good or bad and how the AI judges things.

#8. Your address (optional, 10 min)

You already have yourhandle.facia.chat. To use your own domain, like chat.yourbrand.com, follow Domains. To send sign-in emails from your own domain, follow Email.

HQ → Settings → your business → Share link & QR code

Put the link in your bio, on your website, and on a QR code at the counter. Add ?src=instagram (or any name) to links so HQ → Clients → Sources shows which campaign brought each client. See Growth and invites.

#10. Try it as a client

Open your link in a private browser window and send a message. Check the welcome message, the links and the look. Then answer from the inbox on your phone. Turn on notifications in Settings → Notifications so you hear about new chats.

#Done. What next?

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