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Onboarding Walkthrough

After you verify your email — or open the invite link your agency sent you — a guided setup gets your AI agents ready. You only see the steps that apply to you: pick which agents you want, and the setup builds a path for exactly those. A bar at the top shows Step X of Y and the current step, and you can go back at any time with the arrow in the top bar.

Your progress is saved as you go, so you can leave and pick up where you left off.

How you'll use it​

If you signed up yourself, the first question is How will you be using Knock Knock?

  • I'm setting this up for my own business — a single workspace with your own AI agents. The rest of this page covers this path.
  • I'm an agency setting this up for clients — turns your account into an agency and opens your agency portal instead. See Agency Portal Setup.

Your business account is created when you answer this question, not at sign-up. Clients invited by an agency, and Certified Implementation Partners, skip this question.

Get started​

Confirm Your Name and Business Name. Depending on how you joined, you may also be asked for:

  • Business Phone Number — self-serve accounts only; it's where missed calls and transfers go.
  • Time Zone — self-serve accounts only, and only if it couldn't be picked up from your browser. Your agents use it for business hours and bookings.
  • Password and Confirm Password — if you came in on an agency invite, this is where you set your password (8+ characters with upper and lower case letters and a number). The button reads Create Account.
  • A box consenting to account and appointment-related text messages — required for agency-invited clients, and shown to anyone who hasn't already given it at sign-up.

Accounts invited to the Certified Implementation Partner programme answer a few programme questions next (About your certification). See Certification.

Choose an agent​

Which agents do you want to set up? Pick one or several:

  • Chat & Voice Widget — answers questions and books meetings from your website.
  • Inbound Calls — answers your business line, qualifies, and transfers.
  • Outbound Calls — calls a lead list to qualify or book meetings.
  • Agent K — Prospecting — finds and reaches out to new leads that match your ICP. It needs funds in your wallet to unlock it.

Or choose Set up all of them. Agents that aren't in your plan are greyed out with a note — ask your agency, or upgrade, to add them. The widget, inbound, and outbound agents share one knowledge base and business profile, which you set up once.

Build knowledge base​

Let's build your knowledge base — mix and match any sources you have:

  • Website — crawl your site for pages to learn from.
  • Upload PDFs — pricing sheets, brochures, service guides.
  • Text sections — paste policies, service details, tone notes.
  • FAQs — common questions your customers ask.

Choose I'll add sources later to skip this step; you can build the knowledge base any time from Settings > AI > Knowledge.

note

If you signed up yourself and don't have AI credits yet, the website source still works: it runs a quick read of your homepage and the most useful pages (up to 11) so your agent has something to learn from. You can do this a few times, in case of a mistyped address.

When you add your website, your widget is also colored to match your brand in the background, and a message confirms "Matched your widget to your website colours" (you can change the colors any time — see Styles and Appearance).

The next screen shows a live card per website as your AI reads it ("Your AI is reading your website"), then trains on what it read. You can continue once your knowledge base is ready — Looks good, continue — or, if a crawl stalls, Continue anyway after a while.

Business profile​

Tell us about your business in two short screens. Your answers are used to write your agent's personality and conversation prompt — you don't write any prompt yourself.

  • Basics — What should we call your AI agent?, Company name, What industry are you in?, What do you offer?
  • Details — Describe your business in one sentence, Business hours, What should the AI help with?, Who should the AI transfer to?

If you added your website, Describe your business in one sentence is filled in for you from your homepage ("Filled in from your website — edit it if it's not quite right."). It never replaces something you've already typed.

Test it live and install (widget)​

If you picked the widget:

  • Try it live — choose the AI Model, Voice, and Language, review or Edit the generated chat and voice prompts, then Apply & refresh preview and talk to your real agent in the test console. The model list matches the one in Settings, and the voices and prompt follow the model you pick. Click Looks great, continue when you're happy.
  • Install your widget — Copy code and paste it before the closing </head> tag on every page, or Email this to my developer. You can always find the code again under Settings > Widget > Install. See Installing the Widget.

Call agent setup​

If you picked Inbound or Outbound Calls, this step (named Inbound Agent Setup, Outbound Agent Setup, or both) configures each agent — start with the phone number, then the model, voice and behaviour, and for inbound also call forwarding, screening and working hours. Each tab saves on its own.

This is the one step you can put off: Skip to dashboard leaves the agents on their defaults, and your dashboard keeps flagging them as not set up yet.

Agent K setup​

If you picked Agent K, you first connect LeadConnector, where Agent K delivers every lead (keep Install under all locations and Enable automatic installations ticked when LeadConnector asks), and choose the sub-account — you come straight back to this step. Then Agent K's own setup wizard runs. You can skip either part and set Agent K up later in Settings.

Finishing​

The last step's button takes you to your dashboard (Go to dashboard). The dashboard shows a Set up your agents card for each agent type, with Set up for anything you skipped and Manage once it's live.

If your agency started this setup for you from its own portal, the button reads Back to portal setup and returns the agency to its checklist.

Next Steps​

With onboarding complete, make sure the widget is on your website — see Installing the Widget for platform-specific instructions.