Finish the Get started checklist
Five steps that get Rachel ready to answer real customers.
In Salescom: Get started (top of the sidebar)
The Get started page sits at the top of the sidebar. Each step ticks itself once it's really done, so you always know what's left.
- Tell Rachel about your business. What you wrote about your shop when you signed up is already published here, so this step is usually done. It ticks once the profile is published. If you've filled it in but not published yet, the step says Publish your business profile: press Review and publish, then Publish changes at the bottom of the Profile tab. Only an admin can publish. See Tell Rachel about your business.
- Add your products. See Add your first products.
- Complete your FAQ. See Answer the standard FAQs.
- Try Rachel. Chat as a customer would. This step ticks once Rachel has replied to a test message. See Try Rachel, then go live.
- Go live: connect a channel. Pick WhatsApp, Website, Facebook or Instagram right on the page. See Try Rachel, then go live.
You can do the steps in any order and come back later. Nothing reaches customers until a channel is connected, so try Rachel before you go live.