Quick Start Guide
Get your first AscenAI workspace, agent, and live launch checklist in one place.
What You'll Build
By the end of this guide, you'll have a working agent that can answer questions, use your knowledge base, test in preview, and go live on chat or voice.
- ●Handle customer questions from your website or call flow
- ●Pull answers from uploaded PDFs, DOCX files, Markdown files, TXT files, and authored documents
- ●Test the agent before you launch it
- ●Embed the chat widget or connect voice routing
Create Your Workspace
Start from the pricing page or the signup form, create your organisation, and sign in with your work email.
- Open the signup flow from the site header or pricing page.
- Enter your work email, choose a strong password, and create your organisation.
- Sign in to reach the dashboard.
If you were invited to an existing workspace, use the invite link instead of creating a new organisation.
Choose a Plan
Current plans are Starter, Growth, Business, and Enterprise. The billing dashboard shows chat equivalents, voice minutes, agent count, and invoices in one place.
Starter
5,000 chat equivalents, 250 voice minutes, 25 knowledge docs, and 2 team seats per agent.
Growth
25,000 chat equivalents, 1,000 voice minutes, 100 knowledge docs, and 10 team seats per agent.
Business
100,000 chat equivalents, 3,000 voice minutes, 500 knowledge docs, and 25 team seats per agent.
Enterprise
Custom limits, custom rollout support, and tailored infrastructure.
You can change plans later from Billing & Usage without rebuilding your agent.
Create Your First Agent
From the dashboard, open Agents and click New agent.
- Give the agent a clear name tied to the business role.
- Write the role prompt in plain language.
- Enable voice if the agent should answer calls.
- Save the agent and open it to configure the rest of the flow.
Good first-agent pattern
Use one simple role, one clear greeting, and a focused knowledge base. You can always add playbooks and tools later.
Configure the Agent
Greeting
Set the opening message for chat and voice. Keep it short, specific, and aligned with your brand tone.
Knowledge
Upload support docs or author text directly. The current knowledge uploader accepts PDF, DOCX, Markdown, and TXT files.
Voice and Routing
If you use phone calls, configure the voice route, TTS voice, and any Twilio number handoff in the agent's voice settings.
Test Before Launching
Use the simulator and preview tools to make sure the agent behaves the way you expect before you show it to customers.
- ●Ask the most common customer questions
- ●Try a question the agent should not answer
- ●Check the greeting, tone, and fallback behavior
- ●Confirm knowledge documents are being retrieved correctly
Launch the Agent
Once testing looks good, move the agent into production.
- Use the Embed view for web chat deployment.
- Use the voice settings and Twilio number if you want calls routed to the agent.
- Review Billing & Usage for plan utilization and invoices.
Start with one channel, then expand to the others once you've confirmed the workflow is working.
What's Next?
After the first agent is live, these guides cover the rest of the setup.
- ●Agent Setup - name, greeting, voice, and guardrails
- ●Playbooks - guided flows for repeatable tasks
- ●Tools & Integrations - email, SMS, calendar, payments, and webhooks
- ●Voice Setup - Twilio routing and call handling
Need Help?
Open the help widget from the dashboard, or contact support at support@ascenai.com.