Versafy Quickstart

This quickstart takes you from signing in to a realistic first agent test using your own business information. By the end, you will know whether the agent can answer a common customer question correctly and where to refine it before going live.

After signing in, confirm that your name and email appear at the top of the left sidebar. If you belong to more than one workspace and a workspace selector is available, choose the workspace you want to configure before making changes.

The sidebar is divided into expandable sections such as General, Phone, Email & Messaging, and Shopify. Select a section to reveal its pages. Versafy remembers which sections you leave open on that browser.

2. Complete onboarding

New workspaces may open the guided onboarding experience automatically. Add your business knowledge, choose the agent types you need, and complete each selected agent’s setup. Use the built-in test step before finishing.

If you have already completed or skipped onboarding, you can configure the same areas from the main sidebar. See Onboarding for the full walkthrough.

3. Prepare trusted knowledge

Navigation: Open General in the left sidebar, then select Knowledge Base.

Add the information an agent should rely on, such as services, policies, opening hours, common questions, or product guidance. Wait until imported content is ready, then use the search test to check whether a customer-style question finds the right answer.

See Knowledge Base for supported content and organization tips.

4. Create or open an agent

Choose the channel that matches your customer workflow:

Phone → Voice Agents for phone conversations.
Email & Messaging → Email Agents for email classification and replies.
Email & Messaging → Messaging Agents for chat, social messaging, and website chat.

Enter a clear agent name and customer-facing instructions. Save the agent before configuring connected accounts, knowledge folders, CRM behavior, delivery features, or other tools.

5. Test before going live

Use the agent’s Test or Preview action. Ask questions that reflect real customer requests, including one the agent should answer and one it should hand over or decline.

Confirm that:

the greeting and tone match your business;
answers come from current approved information;
the agent does not invent unavailable information;
handover or notification behavior reaches the right team;
connected tools are used only when expected.

Keep email agents in Dry Run or Drafts and messaging agents in Dry Run Mode until the results are consistently safe.

6. Review real activity

After activation, review the channel’s inbox, email list, call logs, analytics, or activity records. Correct the source knowledge or agent instructions when you find a repeatable issue, then test again.