Quick setup. From sign-up to a live agent in five steps.
Create your account, add your knowledge, set the agent's personality, test it and put it on your website. A guide in the dashboard walks you through each step.
On this page
1. Create your account
- 1Go to get.simplyboost.io and choose Create account, or continue with Google.
- 2Enter your work email and a password of at least 8 characters.
- 3Open the email we send and click the link (it is valid for 24 hours). Signing in with Google skips this step.
Every account starts with a 7-day free trial with 100 AI replies. No credit card is needed. See Plans and billing.
2. Choose what to automate
On first sign-in you choose where to start: Website, Instagram or Shopify. Choosing Website creates your first agent and starts the setup guide. Instagram DM automation works without an agent (see Instagram). Shopify connects your store (see Shopify).
You can also create an agent yourself with + Create bot in the agent switcher. Give it a name and choose its main goal; the goal only sets the starting defaults, and you can change everything later:
| Main goal | What it sets up |
|---|---|
| Answer customer questions (default) | A support agent that answers from your knowledge. |
| Get more leads | A sales agent that also collects contact details. Choose up to 3 of Full name, Email, Phone and Company (Email or Phone must be one of them). |
| Book appointments | A receptionist that answers and offers bookings once Google Calendar is connected. |
| Reduce response time | Instant first replies, with handover to a person when needed. |
3. Follow the setup guide
A bar at the top of the dashboard shows each step and your progress, with Back, Continue and Finish later. If you leave halfway, you pick up where you stopped.
| Step | What to do | Done when |
|---|---|---|
| Knowledge | Add your website, files, text or Q&As (see Knowledge Base). | At least one source is added. |
| Optimize | Name the agent, choose its role, tone and greeting (see Agent settings). | You continue. |
| Appearance | Set the widget's colours, logo and position (see Website widget). | You continue. |
| Test | Ask the agent a question in the preview. | You sent one test message. |
| Go live | Add the widget to your website, or connect WhatsApp. | The widget loaded on your site, or WhatsApp is connected. |
Add your most important content first: pricing, delivery, returns, opening hours and your main products or services. The agent can only answer what your knowledge covers.
4. After going live
- Check Conversations for the first real chats.
- Answer the questions in Missing answers each week: each answer teaches the agent.
- Set an escalation email in Optimize → Handover and leads so your team hears about handovers.
- Add channels (WhatsApp, Instagram, Messenger) and integrations (Slack, Google Calendar, Shopify) when you are ready.