Quickstart
Sign up, set up a workspace, build an agent, connect WhatsApp and test it. About fifteen minutes.
This takes you from nothing to an agent answering a real message. You need a phone with WhatsApp for the last steps, and a few facts about your business.
Sign up
Open app.kumoda.io and choose Create account. You can sign up with an email address and a password, or with Continue with Google.
If you used email, Kumoda may send a confirmation link first. Open it, then sign in. If the email does not arrive, the sign-in page can send a new confirmation link.
Your workspace
Every account starts with one workspace, called My business. A workspace keeps one business apart from another: its own agents, channels, contacts and pipeline. You can rename it, and add more if your plan allows (see Team and workspaces).
You do not need to do anything here to continue.
Build an agent with the Quick start
On the dashboard, the Get started card lists five steps and ticks each one as you do it. Start with Quick start. (If you closed the card, the same page is at app.kumoda.io/agents/mine/quickstart.)
Quick start asks about your business:
- Business name and what you do: a sentence or two.
- Prices, hours and where you work, and how to book or what happens next. These are optional. If you leave prices out, the agent says a person will confirm prices.
- When should it hand over to you? It starts with "The customer asks for a person, is upset, or the matter is urgent." Change it to suit you.
When you choose Create my agent, Kumoda makes a WhatsApp enquiry agent named after your business and saves what you wrote as its first document. It will not invent anything that is not in what you gave it.
Only the owner of a workspace, or an Admin, can set up an agent. Everyone else sees a note asking them to ask the owner. Your plan also sets how many agents a workspace can have. See Plans, credits and billing.
If you want every setting instead, choose I want the full builder instead. The builder is covered in Agents.
Test it
Quick start gives you three questions a customer might ask (price, opening days, how to book). Change them to match what your customers really ask, and choose Ask on each. Read the answers.
- If an answer is wrong, choose Something is wrong: add or fix what it knows, and fix the document.
- Test runs use a few of your credits, like any answer.
- Nothing is sent to anyone while you test.
You need to ask at least one question before you can continue.
Connect WhatsApp
Choose Connect WhatsApp, or open Channels and choose Add channel. You will be asked how to connect:
- Quick start: scan a code on your phone, like WhatsApp Web. Ready in a minute. It is an unofficial link.
- Official WhatsApp Business: runs through your own Meta account. It takes longer to set up.
For the quick start, open WhatsApp on your phone, go to Settings, then Linked devices, then Link a device, and scan the code. The page notices when the scan works. The full steps, including the official option, are in Channels.
If your plan does not include a WhatsApp number, the WhatsApp card says so and offers See plans. You can add a website chat window instead.
Switch it on and try it
When you are ready, choose Switch it on. This marks the agent live.
Once a channel is connected and not paused, it answers customer messages. To stop it answering, turn off the Answer on switch for that channel under Channels, or take over a single conversation from Conversations.
From another phone, send a message to your WhatsApp number. The reply appears in the chat, and the conversation appears under Conversations (and under Recent conversations on the channel).
When the agent hands a conversation to you, it appears under Conversations and you are emailed. You can take over any conversation, hand it back to the agent, or pause the agent at any time.