Skip to main content

Quick Start

Welcome to MonoChat! This guide takes you from creating an account to connecting a channel, installing your first app and running your first automated flow.

Create your account​

Step 1: Open the Sign Up page​

Go to app.monochat.ai to open the Sign Up page.

info

If you already have an account, use the Sign In tab instead.

You can change the page's language with the selector at the bottom of the page. MonoChat is available in 22 languages: see Interface Languages.

Step 2: Sign up with email or with an existing account​

With Google, Microsoft, Facebook or Apple: click Sign in with Google, Sign in with Microsoft, Sign in with Facebook or Sign in with Apple under the form and approve the sign-in with that provider. Your MonoChat account is created from it, and you do not need a separate password.

With your email address: fill in the form and click Sign Up:

  • First Name and Last Name
  • Email Address
  • Phone Number (optional). We use it to reach you on WhatsApp and support you faster. You can remove it any time from your profile.
  • Password and Password Again
MonoChat Sign Up page with first name, last name, email address and password fields, the Sign Up button and the language selector
The sign-up form. Newer versions also show the optional Phone Number field and the provider sign-in buttons.
note

Passwords must contain at least one uppercase letter, one lowercase letter, and be at least 8 characters long.

By signing up you accept MonoChat's terms and conditions.

Step 3: Verify your email​

If you signed up with an email address, check your inbox for the verification email from MonoChat and click Verify Email. Once your email is verified you also receive a welcome email.

MonoChat verification email with the button to confirm the email address
note

If you don't see the email, check your spam/junk folder. You can also request a resend from the verification screen (Resend) or contact us for assistance.

Create your workspace​

Step 4: Set up your business​

After verifying your email, click Continue. On Create Your Business, fill in:

  • Name: your business name.
  • Timezone: already set to the timezone of your computer. Change it only if your business works in another timezone. It is used for working hours, reports and the weekly summary email.
  • Business description.

Then click Create.

Create Your Business form with the business name and description fields and the Create button

Step 5: Follow the Get started panel​

Your new workspace opens on the Get started panel. It lists what to set up first and ticks each step off by itself:

  • Connect a channel
  • Add an app (or a suggested app with an Install button)
  • Invite your team
  • Check your plan, with I have a coupon code if you have a coupon

Do the steps in any order, or put one aside with Not now. The first time you open the workspace, a short tour also shows you around the navigation bar; you can replay it from the panel with Show me around.

See Get Started Panel for every step in detail.

Install a suggested app​

If the Add an app step names an app, it is the app MonoChat recommends for new workspaces.

  1. Click Install on the row and then Install in the preview that opens.
  2. The app's tab appears in the navigation bar, and its own setup steps (if any) appear at the top of the Get started panel.
  3. Finish those steps, then turn the assistant on: apps that answer customers are installed switched off, so nobody talks to an assistant before it is ready.

If no app is suggested, Open the store takes you to Settings › MonoStore. See MonoStore.

Create your team​

Step 6: Invite users to your team​

Use Invite on the Get started panel, or:

  1. Go to Settings › Team from the left menu.
  2. Open Invitations.
  3. Click Create.
  4. Enter the email address of the user you want to invite.
  5. Select the role for the user (e.g. Agent, Admin, Manager).
  6. Send the invitation.
Invitations drawer listing pending invitations with Resend, edit and delete actions and the Create button
note

The invited user receives an email. The invitation is valid for 48 hours. Once they accept it, they are added to your workspace.

Connecting messaging channels​

Step 7: Open the Connect Channel drawer​

Click Connect on the Get started panel. You can also go to the Chat screen, open the MonoChat Support conversation and click Connect Channel on the right.

MonoChat Support conversation in the Chat screen with the Connect Channel button on the right

Step 8: Select your channel​

Pick the channel you want to connect. Each channel has a dedicated guide in the Channels Guide.

Connect Channel drawer listing the channels you can connect, such as WhatsApp, Instagram and Telegram
tip

Alternatively, go to Settings › Chat › Channels and click Connect.

Once connected, the Connect a channel step on the Get started panel is ticked off.

First automation / first flow​

Step 9: Navigate to Flows and start creating​

  1. Go to Settings › Automation › Flows from the left menu.
  2. Click the Create Flow button to start building a new automation.

Step 10: Add the event trigger​

  1. From the node list below, click the Event node.
  2. Choose New Session Created as the event. This ensures that whenever a new session is opened, the bot is triggered automatically.

Step 11: Add a welcome message action​

  1. Select Action › Send Message.
  2. Open the Message Builder by selecting your connected channel.
  3. Compose the message using the available options (text, image, list, buttons etc.). This will be the first interaction with the customer to welcome them.

Step 12: Assign the session to a user​

  1. Select Action › Assign Session.
  2. Choose one of your team members to handle the session after the bot's initial message.

Step 13: Connect the nodes​

  1. Drag the output of each node to the input of the next node:
    • New Session Created → Send Message → Assign Session
  2. Make sure all nodes are correctly linked to form a complete flow.

Step 14: Save and activate the flow​

  1. Click Save to store your flow.
  2. Make sure the flow is active. It now triggers for every new session, sending the welcome message and routing to the appropriate team member.

Testing your first message​

Step 15: Send a test message​

  • Send a message to your connected channel.
  • Your message appears in the Chat Inbox.
  • Check that your flow responds as expected.

By completing these steps, you now have a fully operational workspace, connected channels, and your first automated flow running on MonoChat!

Need help?​

If you run into any issues, contact our Support Channel directly from your Inbox in MonoChat, check Troubleshooting & FAQs, or reach us via WhatsApp: Contact Support.