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Getting started

Step-by-step guide to set up your business in Wagend with Wagy's help, connect a channel, test the bot and complete your first task.

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This guide takes you from zero to a business that serves customers. It takes about 20 minutes and you can ask Wagy for help at every step.

1. Create the business from a template

Each business (or location) is a project. When you create it you pick the business type and Wagend loads a template with the services, resources, schedules and stages typical for that trade: barbershop, aesthetics, clinic, restaurant or deliveries.

  1. Open the dashboard and the project selector.
  2. Tap Create project, enter the name, choose the business type, the time zone and the language.
  3. Enter the new project. Your plan sets how many projects you can have; if you reached the limit, the selector tells you.

Everything in the template can be changed later. Names adapt to the trade (for example "Accept delivery" for deliveries), but underneath it is the same engine.

2. Set up with Wagy

Wagy is the dashboard's setup assistant: a friendly bot you tell what you do, and it builds your business with you. Open it with the Talk to Wagy button. Only the owner and managers use it.

  1. Tell it about your business ("I have a barbershop with three barbers").
  2. Wagy proposes a change plan: a card with what it will create or modify (services, schedules, resources, bot rules, automations).
  3. Review the plan and tap Confirm, Adjust (you keep chatting and it builds another) or Discard. Nothing is applied without your confirmation.
  4. If you do not like the result, tap Undo: you can undo the last applied plan for 24 hours.

Wagy also shows a First steps checklist that ticks itself from your real data: business profile, opening hours, services, team, connected channel, bot tested, first booking and first completed task. It also sends discreet nudges (at most two a day) that you can dismiss or mute.

Wagy never asks for passwords or tokens: to connect a channel it takes you to the right screen. The first messages with Wagy are paid by the platform; after that they use your plan's AI quota.

3. Review the basics by hand

If you prefer the dashboard, these are the screens:

  • Settings → Business: name, time zone, currency, language, address and cancellation policy.
  • Services: duration, price, deposit and which resources each service needs.
  • Team and resources: people, rooms or machines with their schedules. Invite your team from Settings → Team (see roles and permissions).

4. Connect a channel

Go to Settings → Channels:

  • WhatsApp: scan a QR code. See WhatsApp.
  • Web chat: paste one line of code into your site. See Web chat.
  • Telegram: paste your bot's token. See Telegram.

All conversations land in the same place, the Inbox.

5. Test the bot

Before opening it to real customers, use the Simulator under Automation → Bot. You chat with the bot as if you were a customer, without sending real messages; the bookings it makes are test ones. Try phrases like "I want to book", "how much is it?" or "what time do you close?". Adjust the personality and load knowledge (see Bot and knowledge).

6. Your first task

  1. Tap New task (in the top bar, on any screen).
  2. Pick the service, search for or create the customer and choose the time.
  3. Save. The task shows up in Today and in Work.

7. See your day in Today

Today shows what needs doing now. Owners and managers see everything; team members see their own. From each task you move to the next stage with the available actions. Continue with Work and actions.

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