Getting Started

Welcome to Proto, the leading platform for:

• Generating AI agents to help your audience

• Managing live agents

• Interacting through dozens of messaging channels and integrations

… and much more!

This knowledge base is a comprehensive guide to all aspects of the Proto platform.

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Platform Modules

The Proto platform is broken into six primary workflows, referred to as modules:

AI Agents

Manage AI agents and the channels they are published to. Every chat begins with an agent serving as the first line of support.

Inbox

Manage and respond to people in this dedicated helpdesk, across all channels for both realtime chats and email tickets.

Livechats

View all chats that were handed off by an AI agent to a user in your workspace.

Tickets

View and manage all tickets in a dedicated repository.

People

View and manage all your registered people in a dedicated CRM.

Analytics

Visualise your CX statistics and trends to gain actionable insights.

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Onboarding Steps

1

Generate your AI experience

Go to AI Agents to create, customize, and deploy AI to your preferred messaging channels.

2

Chat with customers

Go to Inbox to see all conversations (facilitated by AI and live agents), and Analytics for reports on your audience trends.

3

Invite your team

Invite users and configure your workspace in the Settings.

4

Let us do the rest

Are you looking to get the most out of your platform? Book a call and let us guide you through setup and best practices.