Before you begin
Have one of these ready:- Your public business website
- A PDF, DOCX, XLSX, CSV, or TXT file under 15 MB
- A short description of your products, services, and policies
1
Create your account
Open Jaaxis and sign up with Google or email. Complete the verification step if Jaaxis asks for it.
2
Create an agent
During onboarding, enter your website URL or choose the manual setup option. Give the agent a customer-facing name, profile picture, brand color, and preferred tone.
3
Add trusted knowledge
Open your agent and select Training. Add a small set of accurate pages, files, text, or Q&A entries. Wait until each item appears as ready under Trained.
4
Set behavior and handoff
In Training, review Persona, Forwarding rules, and Blocklist. Keep business facts in Knowledge rather than Persona.
5
Test in Preview
Select Preview and ask representative questions about pricing, delivery, returns, availability, or your services. Check Sources when an answer uses your knowledge.
6
Connect one customer channel
Select Connect and start with the website chat widget or the messaging channel your customers use most. Follow the channel’s verification steps.
7
Verify the inbox
Send a test message through the live channel. Open Inbox, select the conversation, reply as a person, and confirm the reply reaches the original channel.
You are ready when
- Your agent answers common questions accurately.
- Unknown or sensitive requests are handed to a person.
- A live customer message appears in the Jaaxis inbox.
- A human reply is delivered back through the same channel.
Improve your first version
Use Preview to find missing knowledge and unclear behavior before inviting more customers.