Conversational Interfaces Guided Setup

  • Rversion finale: Australia
  • Mis à jour 12 mars 2026
  • 1 minute de lecture

    • Use the Conversational Interfaces Guided Setup to create a personalized setup process for just the conversational interface features you need. The Conversational Interfaces Guided Setup starts with a survey and creates a personalized task list based on your survey responses.

    Avant de commencer

    The system admin role is required to activate the plugins and store applications. However, AWA admins and Virtual Agent admins can complete additional setup tasks for their respective solutions.

    Role required: admin

    Procédure

    1. Navigate to All > Conversational Interfaces > Conversational Interfaces Guided Setup.
      The Conversational Interfaces Guided Setup page appears.
    2. Review the sections Getting started and Things to consider for setup, which provide information on the setup process and highlight various items to think about before implementing Virtual Agent, Agent Chat, or both.
      Also consider whether you want to run Quick setup to get your agents running in as little as 30 minutes, in a minimal number of steps. Manual setup involves a comprehensive series of steps to set up your agents and may take a couple of hours or several days to complete, based on your configuration.
    3. Select Get Started.
    4. In Customize your setup, select Get Started and then Configure to start your personalized setup.
    5. Select the type of agents that you're using and the type of setup (Quick or Manual).
      Guided Setup page for specifying the type of agents for certain business areas and quick or manual setup.
    6. Select Continue and complete the subsequent setup tasks.

    Que faire ensuite

    After you've completed the setup tasks, you and your topic authors can explore the functionality provided with Virtual Agent, such as reviewing pre-built conversations and creating or updating conversation topics for your end users.