Quickstart: from sign-up to the first conversation

This page takes you from sign-up to the first real conversation on your site. You do all of it yourself, in the app. If you want help with any step, write to us.

1. Sign up and create your company#

1. Open https://app.tolkly.io/start and sign in in one of these ways: a code to your email («Get a code»), «Continue with Google» or «Continue with Telegram». There is no separate sign-up: the account is created when you first sign in.
2. On the «Create your company» screen, enter the company's name, accept the terms of service and the privacy policy, and press «Create company». You are its owner.

The free month starts at once: 30 days, up to 250 AI conversations, 3 sites and 300 pages. Operators, the inbox and Telegram work from day one. When the month ends, the AI turns off and operators answer; nothing is charged by itself (Plan, payment and limit).

2. Add your site#

Right after the company is created, the app opens «New project». Give the site's address and say what the business does. The app reads the site's colours, then its pages, and shows how far it got. You can leave the page: the site is read in the background. The question about the business picks an AI model allowed to serve your industry and visitors; it changes nothing else. A project's industry can be changed later in «Project».

If you tried the chat on your site from our landing page, that demo becomes the company's first project, with its pages and colours.

Your company's projects are under «Projects». A project opens on «Overview». Its sections are in the panel beside it: «Install», «Widget», «Knowledge», «Q&A», «Handoff to people» and «Project». «Install» holds the code, the sites where the chat runs, and domains. Under «Advanced settings» there you find strict mode, the mirror script key and visitor identity. «Project» holds the name, the industry, the spam guard and deleting the project.

The Telegram group and the team belong to the whole company. They are under «Team and plan» › «Telegram» and «Team».

Operators see every section read-only, marked «View only». Only owners and admins get the buttons; operators only lift visitor blocks in «Project».

Another site of the company (a mirror with its own brand, a second product) is a project of its own: an owner or admin adds it the same way, with «New project» under «Projects».

An owner or admin deletes a project at the bottom of «Project», typing its name to confirm. From that minute the chat shows nothing on the site, open conversations and their Telegram topics close, and the site is not read again. For 30 days an owner or admin brings it back under «Projects» → «Deleted» (closed conversations stay closed); then it is deleted for good with its conversations and files. A deletion never resets the company's month of AI conversations.

Until the chat is launched, «Overview» shows «Launch the chat» and a «N of 7» count. These are the seven steps on this page. The server checks each step by itself. Under the steps, «Not working?» has the open step's guide and a task to copy for a developer or an AI agent. Once every step is done, «Overview» shows the day's numbers instead. Every state, the help with a step and what comes after launch are in Launch and overview.

Check the answers and the look#

In «The AI answers by your rules», ask what your visitors ask. Every answer shows its quote and the page it is from. These questions are not counted as visitors' conversations in «Reports».

If the answers are right, press «The AI answers right». If not, the answer is missing from «Knowledge» (Knowledge base). If a new reading of your site waits for your decision, decide it in «Knowledge» first: the answers may change with it.

«The chat in your site’s colours» says whether the colours and font come from your site, and leads to «Widget». There, the real chat beside the fields shows your changes before you save them (How the chat looks). The «AI answers» mark is always shown and cannot be turned off. If it all fits, press «Looks good».

3. Install the chat#

The «Install» section has two lines of code and two buttons: «Copy the code» and «Send to a developer». The second copies the code with the links a developer needs. The code goes just before </body> on every page where the chat should appear.

• A developer: send them the code and Install on a site.
• An AI coding agent: under the code, «Hand it to an AI agent» gives a prompt for Claude Code, Cursor or another agent. Press «Copy the prompt» and paste it into the agent.
• A site builder works too, if it takes custom HTML (Tilda, WordPress, Bitrix).

If your site sends a Content-Security-Policy, your developer adds the chat to it: Content-Security-Policy.

Until the chat loads on your site, the block says «Not installed yet». A few minutes after it loads, it says «Works on example.com · 2 min ago». If the chat is not seen on the site for 7 days, it says «Not seen on example.com for 7 days» in red.

4. Link your Telegram group#

Under «Team and plan» › «Telegram», press «Get a link for the group» and follow the steps. You need a group with Topics on, and you open the link in Telegram. From then on, every handed-off conversation becomes a topic in that group. Details: Operators in Telegram.

Link the group before the chat goes live. Then the group hears about your site the first time the chat loads there (Domains and mirrors).

5. Invite your operators#

On the team page, press «Invite», choose the role, and press «Create link». The roles:

• Operator answers visitors in the inbox of every project and sees the settings read-only.
• Admin runs the support: projects and their settings, reports, the team. An admin invites and removes operators and admins, but not owners. Like everyone, an admin sees how much of the plan is used, but not the plans and payments, and does not pay.
• Owner can do everything, the plan and payment included.

An owner or admin who also answers visitors is «Owner and operator» or «Admin and operator»: choose that role, or just start a shift or take a conversation, and the operator's part is added by itself. The person who makes the company starts as «Owner and operator».

Copy the link at once: it is shown only once. It works once, for 7 days. The email field is just a note for you. Send the link yourself, in Telegram or by email.

Each operator then:

• signs in, with Telegram if they will answer there;
• sets a work name on the account page, under «Work name» (or with /name Anna in Telegram). By default, replies without a work name do not reach visitors; the company's rule is «Work names» on the team page;
• starts a shift when they start work.

An invited operator lands in the inbox. Above the list they see the «You are on the team» card with items: «Start shift» and «Sign in with Telegram» (when a group is linked). The items tick themselves.

If you answer yourself, press «I answer myself» in the «Invite operators» step.

Who answers and when#

Once someone can answer, turn on «The project has operators» in «Handoff to people». Until then nobody is handed a conversation: when the bot cannot answer, the chat asks the visitor for a contact, or offers your own support link if the install code has one (Without operators). Nobody waits for nothing.

The same section holds:

• the working hours;
• the contact a visitor leaves when nobody can answer;
• topics for an operator;
• reply templates;
• the order number.

Details: Handoff to people.

6. Test it on your own site#

1. Start a shift: in the app, open your account menu and press «Start shift». Or send /shift on in the group.
2. Open the chat on your site and ask a question your rules answer. The answer comes with a quote and a link to the page.
3. Write «I want to talk to a person». The chat says it is bringing in an operator.
4. In the group, a new topic opens with the conversation's card. In the app, the conversation is under «Waiting for a reply».
5. Press «Take» and reply, in the topic or in the inbox. The reply shows in the chat on your site.
6. Press «Close». The chat asks the visitor «Did we solve your question?».

The «A test conversation» step on «Overview» is done as soon as an operator first answers a handed-off conversation. A visitor's real conversation counts too.

If the chat asks for a contact instead of waiting, nobody was on shift and nobody had the inbox open. Details: A contact when nobody answers.