> For the complete documentation index, see [llms.txt](https://converso.gitbook.io/product-documentation/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://converso.gitbook.io/product-documentation/getting-started/quick-checklist.md).

# Quick checklist

Here are some quick steps to get you up and running:

 

**1. Invite users** in your company to Converso by sending them an email invite, under Admin > Users 

**2. Add a webchat widget to your website** so browsers can live chat with you from your website, just go to a workspace, and configure your widget under Channels > Webchat (more details [here](/product-documentation/channels/webchat/configuring-the-widget.md))

**3. Create an AI agent** to manage your customers' messages so your human agents don't need to reply to every message, under workspace > Agent (more details [here](/product-documentation/ai-agents/agent-store/customer-support-agent.md))

**4. Select users for your workspace** so that you can manage messages as a team, under Workspace > Team  

**5. Create additional workspaces** for additional chats and inboxes for other areas of your business 

**6. Import contacts** so you can start sending outbound messages and identify the sender of inbound messages, under Contacts (more details [here](/product-documentation/communications/contacts.md))

**7. Add your business details** such as your address and logo to be included in your webchat widget, under Admin > Business

**8. Connect to WhatsApp** for powerful multimedia messaging, under Workspace > Channels (more details [here](/product-documentation/channels/whatsapp/connecting-to-whatsapp.md))

**9. Create WhatsApp message templates** so you can initiate outbound WhatsApp conversations  (more details [here](/product-documentation/channels/whatsapp/message-templates.md))

**10. Add tags** so you can send broadcast messages to selected groups of contacts, under Settings > Tags