> 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

Quick actions for admins to get your Converso account up and running.

 

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

**2. Add a webchat widget to your website** so browsers can live chat with you from your website: configure your widget under Channels > Webchat for the appropriate workspace (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 the Agent sub menu (more details [here](/product-documentation/ai-agents/agent-store/customer-support-agent.md)).

**4. Select members for your workspace** so that you can manage messages as a team, under Settings > Workspaces > Edit. 

**5. Create additional workspaces** for additional chats and inboxes for other areas of your business, under Settings > Workspaces 

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

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