Set up your first AI clerk

Kindclerk brings customer conversations into one Inbox and helps your assistant answer questions, take orders, capture enquiries and work with connected apps.

Before you start

Have your business information, product or service details, and access to the accounts you want to connect. Setup and connection changes require an owner, admin or manager with the relevant permission.

Set up your workspace

1. Choose your plan on the website and complete checkout. If you already have an account, sign in before choosing a plan.
2. Complete the account and business setup shown after payment.
3. Open Settings → Business. Check your business name, country, currency and time zone.
4. Open Setup → Business. Choose what the assistant should do and add accurate business facts.
5. Add what you sell, including prices and fulfilment details, if you want to take orders.
6. Add your FAQs and documents in Knowledge Base.
7. Use Practice to test realistic questions.
8. Open Channels and connect the account where customers will contact you.
9. Send a real test message from another account or phone. Check that the message and reply both appear in the Inbox.

Check before inviting customers

Test a price question, a delivery question, an unavailable product and a request for a person. Correct missing information before relying on the assistant. A successful practice chat checks the assistant; a real channel test also checks message delivery.

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Need more help? Contact support.