Getting Started

When you first log in, Assistloft walks you through a short setup before unlocking your dashboard, CRM, and Assistant tools. It starts with a welcome screen, then four quick steps, then a chance to pick your plan. This page explains each part and what you’ll need on hand.

Your dashboard stays locked until the welcome screen and the four required steps below are complete. You can take a break at any point. Everything you’ve saved is kept, and the next time you log in you’ll pick up right where you left off.

The welcome screen

First, tell us what you want your Assistant to help with. This helps us customize your onboarding steps.

Answer questions — always on. Your Assistant answers customers using your Knowledge Base.
Take appointments — customers book time with you right in the chat.
Social media — connect your social accounts for posts, direct messages, and comment replies.

Choose Yes or Not now for appointments and social media to continue. If you pick Not now, those menus and setup items stay hidden. Nothing is lost, and you can turn either one on or off anytime in Company Settings.

Required setup

Each step opens once the one before it is saved. On a laptop or larger screen, a live preview next to the form shows an example conversation on your website using the details you enter, so you can see how your Assistant will use them.

Your user profile

Your name, title, and contact email. This identifies you as a team member inside the workspace and is used wherever your account is referenced (for example, when other teammates see who handled a conversation).

Email
First and last name
Title (e.g. Owner, Operations Lead, Support Manager)

Want a profile picture? That’s not part of the setup — upload one anytime from your User Profile page in Settings.

Your company profile

Your business identity — this is the record your Assistant draws on to answer questions accurately, so the more complete it is, the better your Assistant performs from day one.

Company name, email, and phone numbers
A short company description (“About”) that gives your Assistant context on your products and services
Business address, used in customer-facing responses

When you save, we email a verification link to your company email (unless it’s already verified). Click it to confirm the address.

Customer settings

Settings that apply to your whole organization and every team member.

Language — English or Turkish. This is the language we use for your emails, receipts, notifications, and notes, and for how dates and numbers are shown. When you save, your own dashboard switches to this language too.
Timezone
Currency — used for all money amounts in your CRM, like estimated deal values and pipeline and revenue totals

Your website and social profiles. Your Assistant shares these with customers when they ask, or points them here when they want more detail. Add at least one to continue.

Website and FAQ page
Facebook, Instagram, X, TikTok, LinkedIn

Want to add YouTube, Bluesky, Pinterest, and more? Add them anytime from the Web & Social Links page in your dashboard.

Pick your plan

Once all four steps are saved, you’re all set and your dashboard unlocks. You’ll then see the available plans side by side, billed monthly or yearly. Our Growth plan comes with a 14-day free trial. Choose one to unlock everything, or select Skip for now to look around first. You can choose a plan anytime from the Billing screen on your dashboard.

Joining as a teammate

If you were invited to an existing workspace, setup is even shorter: you only fill in your user profile. Your company’s details are already set up by your team’s Owner or Admin.

Recommended Next Steps

After setup, your dashboard keeps a few more items on deck. These aren’t required, but they’re how you get your Assistant up and running for your customers:

Verify your company email — saving your company profile during setup sends a verification email. Check your inbox and click the link, or request a new email from the Company Profile page on your dashboard
Choose your plan — if you skipped it during setup
Set your business hours — so your Assistant knows when you’re open
Build your Knowledge Base — add the questions and answers your Assistant uses to respond to customers accurately. Add them by hand one at a time, or import them in bulk from a PDF or a webpage (like your FAQ page) so your Assistant learns from content you’ve already written
Customize your chat widget — pick your chat’s colors, style, and greeting
Deploy your Assistant — add the chat to your website
Set up appointments and connect social accounts — if you turned those on during the welcome screen