Quickstart

This guide helps you go from account setup to your first customer-ready result.

​

Before you begin

Log in to your Repllix account before you start.

​

Step 1: Configure your agent

Set up your assistant so responses match your business voice and goals.

1. Open Agent Settings.
2. Set your agent name and company name.
3. Choose tone and language.
4. Enable lead capture and human escalation if needed.
5. Save settings.

​

Step 2: Add and train knowledge

Teach Repllix how to answer your customers accurately.

1. Open Knowledge Base.
2. Add content from files, text, or Q&A.
3. Train new content.
4. Open Test Agent and run real customer-style questions.
5. Refine your content until responses are clear and correct.

​

Step 3: Connect channels

Connect where your customers already talk to your business.

1. Open Integrations.
2. Connect your first channel.
3. Confirm status is connected.
4. Send a test message from that channel.
5. Verify the conversation appears in Inbox.

​

Step 4: Go live and operate

Move from testing to daily operations with confidence.

1. Monitor live conversations in Inbox.
2. Review and update lead status in Leads.
3. Handle escalations in Tickets.
4. Track limits in Usage and Billing.
5. Adjust settings as your workflows evolve.

​

What to do next