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Quick Start

This guide walks every type of user through the first steps on Sarufi - from signing up to having a working chatbot ready to deploy.

Step 1 - Sign Up​

  1. Go to sarufi.io and click Sign In
  2. Authenticate with your preferred OAuth provider
  3. After sign-in you land on the Workspaces page.

Step 2 - Create a Workspace​

A workspace is your team's home - it holds all your chatbots, knowledge bases, and settings.

  1. Click Create Workspace.
  2. Give it a name (e.g., "Acme Customer Support") and an optional description.
  3. Click Create.

You are taken into your new workspace's Overview page.

tip

Each plan has a limit on the number of workspaces you can create. The Developer (free) plan includes 1 workspace - enough to get started. See Billing & Plans for details.

Step 3 - Create Your First Chatbot​

  1. In the workspace sidebar, click Chatbots.
  2. Click Create Chatbot.
  3. Enter a name and optional description for your chatbot.
  4. Click Create.

Your chatbot is created and you land on its overview page.

Step 4 - Give Your Bot Something to Do​

You have two main options - pick whichever fits your use case:

Option A: Build a Conversation Flow​

Use the visual flow editor to script a conversation - collecting information, answering specific questions, routing users to the right outcome.

  1. In the chatbot sidebar, click Flows → Conversation Flows.
  2. Click Create Flow, give it a name, and click Create.
  3. The flow editor opens. Add states, write messages, and draw transitions.
  4. Click Save then Validate then Publish.

New to flows? Read How Chatbots Work for the key concepts, then Conversation Flows for the editor walkthrough.

Option B: Add a Knowledge Base​

If your bot should answer questions from your documents or website, create a Knowledge Base instead of (or in addition to) a flow.

  1. In the workspace sidebar, click Knowledge Bases.
  2. Click Create Knowledge Base.
  3. Add sources: upload a PDF, paste a URL, or enter text directly.
  4. The platform processes and indexes your content automatically.
  5. In your chatbot's Integrations → Knowledge Bases tab, click Connect to attach it.

See Knowledge Bases for the full guide.

Step 5 - Connect a Channel​

Your chatbot isn't visible to users until you connect it to a channel.

WhatsApp​

  1. Open your chatbot → Integrations → WhatsApp Meta tab.
  2. Enter your Meta Phone Number ID, WABA ID, and access token.
  3. Click Save.

See Integrations for the full WhatsApp setup guide.

Web Widget​

  1. Open your chatbot → Integrations → Web Widget tab.
  2. Customise the widget title, greeting, and colours.
  3. Copy the generated HTML snippet.
  4. Paste it before the closing </body> tag on your website.

Step 6 - Test It​

Before going live, use the Chat Preview tab in the flow editor to simulate a conversation. Type messages and see how the bot responds. Fix any transitions or messages that don't work as expected.

Where to Go Next​

You've covered the essentials. Now pick the path that fits your role:

I'm building and managing bots through the dashboard​

The User Guide covers every part of the platform in depth:

I'm integrating via the REST API​

The Developer API documents every endpoint: