Get started

Sign up

1. 1Your account. Go to app.retily.com/register. Enter your first name, your last name (optional), your email, a password, your company name and Your website URL (optional: your logo and a description of your business come from it). No website, or one we can’t read? You are asked What does your business do? instead. Agree to the Terms and the Privacy Policy, then click Continue.
2. 2Your plan. Choose a plan, Monthly or Annual, add your billing address, then pay. A monthly plan’s first month is $1.
3. 3Verify your email. We email you a 6-digit code. Type it on the page, or click Verify my email in the email, which works on any device. The code works for 15 minutes. Wrong address? Click Change it.
4. 4Your workspace. Check your logo and the description of your business (Write it for me drafts one), and your support address. Or click Skip for now.
5. 5Go live. Add the chat to your website and invite a teammate, or click Skip for now. What you skip stays on your Get started card.

The Get started card

Home shows it to the Owner and Admins, as Get ready for your first customer, with how many steps are done and about how many minutes are left. Do the steps in any order: the next one not done opens with its button.

1. 1Scan your website. Click Scan your website, enter your address and click Start scanning. We read up to 30 pages, for free. Untick any page you don’t want, then click the Keep button. It ticks when a page from the scan is saved in Knowledge. More about knowledge.
2. 2Review what your AI learned. The description of your business shows in the step. After a scan, click Confirm, or Edit it first; with no scan, write a sentence or two and click Save. It ticks once the description is confirmed, edited or written.
3. 3Add your logo. Your chat widget and your emails show it. Upload it in Settings › Branding, under Logo (light background). It ticks when your workspace has a logo.
4. 4Test your AI agent. Click Open the AI Playground and ask what your customers ask. It ticks on the first answer.
5. 5Install the widget or connect email. Click Get the widget code for the install dialog, or Connect email; the step also shows your Retily address to forward your support email to, with a copy button. It ticks when the widget first loads on your site, when the first email arrives, or when your own mailbox is connected. Install the chat widget, Connect your support email.
6. 6Invite a teammate. Click Invite a teammate. When your plan has no free seat (with no plan yet, or on Starter, your one seat is yours), the step is Add a member instead: Members are free. It ticks as soon as anyone else is in the workspace, invited or joined. Invite your team.
7. 7Go live. Nothing to click: it ticks when a real customer starts a chat or emails you. A chat in a widget preview doesn’t count.

Hide

The Owner can hide the card for everyone in the workspace; the message that follows has an Undo.

You’re live

When every step is done, the card says so once, then doesn’t come back.

Test before your customers do

• The AI Playground shows the AI’s answer only, from the knowledge your customers can see.
• Test in the real widget, on the same page, opens your real chat in a new tab, with routing, contact questions, buttons and ticket offers. Only your team can open it.