Field notes

Make the first customer chat a good one.

Short, practical guides for setting up, testing, and launching qzenchat without turning it into a month-long project.

Open your workspace

Start here · 8 min

From signup to one finished customer chat

Pick one job, add only the facts it needs, try it safely in webchat, and go live when it feels right.

Read the quick start

Browse the notes

Find the one thing you need next.

First steps

Give your agent one clear job

Choose one customer need and decide exactly what “done” means.

Channels

Connect Meta without surprises

Get permissions ready, connect the account, and check that messages arrive.

Online shop

Make your catalog easy to talk about

Set up products, options, stock, price, delivery, and the moment you ask for confirmation.

Bookings

Set up services and free time

Add duration, staff, places, breaks, slot holds, and your booking rules.

AI setup

Pick a model and a backup

Balance answer quality, cost, languages, and what happens when a provider is unavailable.

Teamwork

Plan a handoff people can use

Choose when a person joins, who owns the chat, and what they need to see.

Quick start

Five steps to a chat worth testing.

Skip the optional extras for now. Get the main job right, then connect the tools that help it run.

01

Open a workspace

Name the business and pick sales, bookings, both, or support.

02

Add one complete example

Give it one product, service, or set of answers with every detail it needs.

03

Teach it your style

Choose language, tone, rules, when to confirm, and when to call a person.

04

Try to trip it up

Test the happy path, missing details, language switches, and tricky questions.

05

Connect and go live

Add a real channel and fix only what that first job needs.

Before you go live

Six things a good setup gets right.

The customer knows exactly what they confirmed

A test never creates a live order or booking

Changing language does not erase the story

A person can join with the full chat open

Provider problems show a clear next step

Only real blockers stop launch

The best way to learn is to try

Bring one customer journey to life.

Your free space comes with webchat, so you can see how it behaves before connecting a public inbox.

Start the quick setup