Quick Start Checklist
Use this checklist to make sure you have covered all the essentials. Each step builds on the one before it, so work through them in order for the smoothest setup experience.
If an agency manages your account, it may have set some of this up for you or hidden sections you don't need — skip any step you can't find.
Your Setup Checklist
1. Create Your Account
Sign up with your email address and verify it with the one-time code sent to your inbox.
2. Complete the Guided Setup
Choose the agents you want — chat and voice widget, inbound calls, outbound calls, Agent K — then build your knowledge base, describe your business, and test your agent live. Setup only shows the steps your chosen agents need.
Follow the onboarding walkthrough
3. Install the Widget on Your Website
Copy the embed code from the setup's install step (or later from Settings > Widget > Install) and paste it into your website. We have guides for WordPress, Shopify, Wix, Squarespace, and more.
4. Customize Widget Appearance
Make the widget match your brand. You can change colors, choose a style, adjust the position, and update the welcome message so it feels like a natural part of your site.
Spend a few minutes getting the colors and greeting right. A widget that matches your brand builds trust with visitors from the first interaction.
5. Set Your Working Hours
Define when your team is available to respond. Outside of working hours, your AI agent handles conversations automatically so visitors are never left waiting.
6. Train AI with Your Knowledge Base
Your AI agent was trained on the sources you added during setup, but you can improve its answers by adding more content. Upload documents, add frequently asked questions, or provide specific responses you want the AI to use.
The more information you give your AI agent, the better it handles visitor questions. Check back regularly to add new content as your business evolves.
7. Invite Team Members
Bring your team on board so they can handle conversations, manage leads, and collaborate. You control what each person can access by assigning permissions.
8. Connect Integrations
Link Knock Knock App with the tools you already use. Popular integrations include Slack (for real-time notifications), HubSpot (for syncing leads), and more.
Additional integrations are being added regularly. Check the integrations page in your dashboard to see what is currently available.
You Are All Set
Once you have completed every step on this list, your Knock Knock App workspace is fully configured and ready to engage visitors. From here, you can explore the rest of the documentation to learn about advanced features like session recording, lead management, and reports.
Bookmark this checklist and come back to it if you ever need to set up a new workspace or onboard a new team member.