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Congratulations 🎉

You have successfully completed the setup of ConnectNow.

Your account, AI assistants, integrations, and team configuration are now in place and ready to handle customer interactions.

What’s Ready Now​

Your ConnectNow setup is complete with the following capabilities:

  • AI Call and Chat Agents are configured
  • Knowledge Base is connected and available to the AI
  • Human agent escalation is enabled (if configured)
  • Callback handling is active to prevent missed enquiries
  • Website or Shopify integration is live
  • Team members and departments are set up (if applicable)

Customers can now interact with your business through calls and chat, 24/7.

What Happens When Customers Reach Out​

  • AI agents respond instantly to calls and chats
  • Common enquiries are handled automatically
  • Complex requests are forwarded to human agents
  • If no agent is available, a callback request is captured
  • No enquiries or leads are missed

To get the most out of ConnectNow, we recommend the following next steps:

  • Test a few real customer scenarios
  • Review AI responses and refine assistant instructions if needed
  • Monitor conversation history and callback requests
  • Ensure at least one human agent is online during business hours
  • Periodically review Knowledge Base content for accuracy

Where to Go From Here​

You can manage and optimize your setup anytime from the dashboard:

  • Update AI assistant behavior
  • Add or modify Knowledge Base sources
  • Manage team members and departments
  • View conversations and interaction logs
  • Monitor callback and escalation performance

Need to Make Changes?​

If your business requirements change, you can revisit any setup section at any time:

  • AI Assistant configuration
  • Knowledge Base tools
  • Website or Shopify integration
  • Human agent availability and routing

All changes take effect immediately after saving.

You’re All Set​

Your ConnectNow environment is now live and ready to support your customers efficiently and reliably.

You can now focus on serving customers, capturing leads, and growing your business—while ConnectNow handles the conversations.

Thank you for choosing ConnectNow.