Quick Start Guide
Get your first AI agent live and responding to customers in under 10 minutes.
Prerequisites
- A UCrew account (free to start — sign up at ucrew.ai/register)
- A channel to connect: Facebook Page, Instagram Business, WhatsApp, or a website
- Basic knowledge of your business — the AI will learn from what you give it
Step-by-Step Setup
Create Your Account
Head to ucrew.ai/register and sign up with your email address. Verify your email — you'll receive a confirmation link within a minute.
If you're signing in with Google, verification is automatic.
Create Your First Project
After logging in, you'll land on your Dashboard. Click New Project:
- Give your project a name (e.g., "My Store Support Bot")
- Choose your primary language
- Select your business category for better AI defaults
You can create multiple projects — one per brand, store, or use case.
Configure Your AI's Behavior
In the AI Settings tab, customize how your agent behaves:
- Set the AI's name and personality (e.g., friendly, professional, concise)
- Write a system prompt describing what the AI should and shouldn't do
- Set a fallback message for questions it can't answer
- Configure response language preferences
A good system prompt is the most important part. Example: "You are a helpful support agent for Acme Store. Answer questions about products, shipping, and returns. If the customer wants to place an order, collect their name, email, and order details."
Add Your Knowledge Base
Go to the Knowledge Base tab and upload documents about your business:
- Product catalogs (PDF, DOCX)
- FAQ documents
- Shipping & return policies
- Company information
Supported formats: PDF DOCX TXT MD
The AI uses your documents to provide accurate, grounded answers. The more relevant content you upload, the better the responses.
Connect a Channel
Go to Integrations and connect your first channel:
Each channel has its own setup guide — click the links above for detailed instructions.
Test Your Agent
Use the built-in Test Chat panel (right side of your dashboard) to simulate conversations:
- Ask questions your customers typically ask
- Test your knowledge base responses
- Verify actions trigger correctly (lead capture, etc.)
- Check fallback messages for unanswered questions
Refine your system prompt and knowledge base based on test results before going live.
Go Live 🎉
Once you're satisfied with the test results, your agent is already live on the connected channels. Visit your Facebook Page, Instagram, or WhatsApp and send a message — your AI agent will respond automatically. For websites, see the Widget Installation Guide.