Skip to main content
Build your first Jaaxis agent by explaining your business to the Assistant, checking the result, and connecting one customer channel. Before starting, prepare your website or business material, common customer questions, the results customers should get, and a customer-facing agent name. Keep credentials and unrelated customer data out of the material.
1

Sign in and choose the organization

Open Jaaxis, sign up or sign in, and complete any requested verification. Check the organization switcher. You need permission to create an agent and enough available agent slots.
2

Start the agent setup

Use the dashboard’s new-agent setup. Give the Assistant your material and the name customers should know the agent by. Explain your services, policies, language, and important customer situations.
3

Complete the business details

Answer any questions about missing facts or unclear outcomes. Explain booking rules, handover, or supported integrations if needed. Use secure cards for credentials and the provided pickers for pages or sheets.
4

Review and test the result

Wait for the Assistant to report what is live. Open Training to review Instructions, Knowledge, and Scenarios, then try representative questions in Preview. Tell the Assistant about any correction.
5

Connect and verify one channel

Open Connect and follow the website widget or messaging-channel guide. Send a customer-side test message, confirm it appears in Inbox, pause automated replies, and verify a human reply reaches the original channel.
You are ready when common answers are accurate, special situations follow your intended outcomes, and both automated and human replies work through the live channel. The Assistant makes requested changes live without a separate approval mode. Read any blocked result rather than assuming setup finished. Agent work needs credits in its owning organization.
Preview can call connected actions. Use harmless records or a test destination, and inspect the resulting bookings, sheet rows, or external changes.
For an existing agent showing Start migration, follow the migration workflow instead of creating a duplicate.