Skip to main content

Quickstart

To get started with MonoChat and take advantage of its comprehensive communication features, the first thing you need to do is create your account. This will enable you to begin managing all your messaging channels in one place.

Register an Account

Step 1: Navigate to the sign up page

Head to business.monochat.ai to access the Sign Up page.

info

You may skip to the Sign In Tab to fill in your existing credentials if you already have an account.

Step 2: Fill in the required information

Enter your first name, last name, email address and create a password. After you have filled the necessary information, press Sign Up.

Sign up Page

note

Your password needs to have a lowercase and an uppercase letter and be a minimum of 8 characters long.

warning

Make sure to choose a secure password and that you are able to remember it!

Step 3: Verify your email address

Head to your inbox to find the confirmation email sent by MonoChat and click Confirm Email.

Email Confirmation

note

If you don't see the email, please check your spam or junk folder. Verify the email address you entered, or request a resend. If you still haven't received it after several attempts, contact us for assistance.

Step 4: Create your business

After being redirected from Confirm Email to the MonoChat interface, press Continue.

You can now personalize your business by entering its name and description. Press Create to continue or you can Skip at the bottom right and do this step later.

Create your business

Step 5: Workspace created successfully

Email Confirmed

Congratulations! You have now successfully set up your business account. You can now proceed to connect a channel to discover all of MonoChat's features.

Connecting Channels

Now that you have created a workspace, we can continue with the first step of our onboarding process, connecting your channel. First, let's go to the chat screen from the left side menu. Then we can continue the installation by clicking on the MonoChat Support conversation.

Step 6: Open up the connect channel drawer

You may see on the right side of our Chat Screen that we set up a process guide for our users to easily follow. You can click on the Connect Channel button to see the list of supported channels.

Onboarding Connect Channel

Here you will select the channel you want to connect. More information will be on the Channels page.

Connect Channel Drawer

tip

Alternatively, you can navigate to Settings > Chat > Channels and click Connect for the same drawer.

Step 7: Connect your channel of choice

Each channel has its own distinct connection flow. Get an overview of each one and follow the step-by-step connection instructions in the channel's quick start guides. Check out our Channels Guide!

Step 8: Channel connected succesfully

After you have connected your channel, you can proceed to recommendations page for more initial settings and information.