Agent Setup Checklist

After you sign up, a guided checklist walks you through the five steps that get your agent fully set up — from configuring its appearance to confirming it’s live on your website. The checklist tracks your progress and points you to your next step, then disappears automatically once all five steps are complete.

Where You’ll Find It

The setup checklist appears in two places:

Sidebar pill — Near the bottom of the left sidebar you’ll see an “Agent setup ___%” pill with a rocket icon. Click it to open a popover showing a progress bar, all five steps, and a button that takes you straight to your next step.
Dashboard widget — A “Finish setting up your agent” widget on your Dashboard shows the same steps and progress.

Both update in real time as you complete steps, and both disappear once setup is finished.

The 5 Steps

Complete these in order to get your agent live:

1. Create agent

Configure your agent’s appearance and sales framework. This step is checked off once your personal meeting link is set up with an avatar.

→ Behavior

2. Integrations

Connect your calendar or a note-taker so meetings flow in automatically. This step is checked off as soon as either one is connected.

→ Integrations

3. Knowledge

Train your agent with website links and company files so it can answer questions accurately. This step is checked off once you have at least one knowledge source.

→ Knowledge

4. Billing

Add a payment method to unlock minutes beyond the free tier. This step is checked off once a payment method is on file.

→ Billing

5. Add to your website

Embed your agent or link on your site and confirm it’s live. This step is checked off when the Check embed verification finds your personal link on the page you provide.

→ Embed

When the Checklist Disappears

Once all five steps are complete, the sidebar pill and the Dashboard widget both go away — your agent is fully set up and ready to meet with visitors.

Questions? Contact hello@buzztrail.ai for assistance.