Sign-up walkthrough

The onboarding wizard takes about five minutes. You'll set the brand, drop a website link so the AI can learn your business, pick how the chatbot should behave, and connect at least one channel.

1. Create the account

Visit https://app.twinlix.com/signup:

• Email + password — minimum 8 characters.
• Business name — shown in customer-facing emails and on the chat widget.
• Browser timezone — captured automatically (TWIN-130). You can change it later in Settings → General → Localisation.

After submit you're signed in and your tenant exists in the database with all defaults sensible.

2. Step 1 — Business information

Drop your website URL. Twinlix fetches it and indexes the visible text into a knowledge base so the agent can answer questions about your business without you writing prompts.

Add company info: address, hours, contact email/phone. These appear in customer-facing emails too.

3. Step 2 — Brand voice

Pick a voice for the AI assistant: friendly / formal / playful. The model will keep that tone across every channel.

Add starter questions — the suggested replies that appear when a visitor opens the chat widget for the first time.

4. Step 3 — Knowledge base

Add structured content the AI should know:

• FAQ — typed Q/A pairs the bot can match against verbatim.
• Links — extra URLs to crawl beyond your homepage.
• Documents — upload PDFs / DOCX / TXT.
• Languages — comma-separated languages the bot should respond in. Out of list → polite "sorry, can't help in that language" reply.

5. Step 4 — Channels

Connect at least one:

• Web chat widget — copy the embed snippet and paste it on your site. Works on any host (WordPress, Webflow, plain HTML).
• Twilio phone number — buy a number self-service (see Twilio integration).
• Facebook page / Instagram account — OAuth flow connects your Meta business asset.
• WhatsApp — Meta-native Business Calling, currently in beta (see Meta integration).

6. Step 5 — Done

The dashboard lands at the CRM home. Your AI is live. Start a test conversation on the chat widget to see it work.

After signup

• Open Customers → see your first visitor turn into a customer record.
• Open Appointments → drag on the calendar to create a booking. The same calendar receives bookings the AI agent has made on your behalf.
• Open Setup → Localisation to set country / language / currency / phone prefix.
• Open Setup → Other → Account Information to add your phone and avatar to your own staff record.