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Set up your assistant

Go from a new account to a live assistant with the setup checklist.

The Setup checklist in the portal takes you from a new account to a live assistant. Most steps tick themselves off when DICE sees the result.

Steps

  1. Business profile. Your business name, address, time zone and hours. The assistant uses them in answers and for bookings.
  2. Website and knowledge. Enter your website. DICE starts reading it right away; progress shows under Knowledge → Sources.
  3. Business type template. Pick the template closest to your field. It adds starting services, the questions to ask and emergency phrases. You can edit all of it later.
  4. Tone and languages. Friendly or formal, answer length, and the languages you serve.
  5. Test in the Playground. Ask the questions your customers ask and check the sources behind each answer.
  6. Install the chat widget. Paste one line of code on your site. See Install the chat widget.
  7. Go live. When the required steps are done, press Go live.

Tips

  • You can skip optional steps and come back to them from the checklist.
  • Nothing the assistant learns from conversations goes live without your approval.
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Updated September 26, 2026. Still stuck? Contact support.