Getting Started With CX Genie: A Beginner's Tutorial

Welcome to CX Genie – your gateway to intelligent and efficient customer support. Whether you're a seasoned pro or just starting, this tutorial will guide you through the basics to kickstart your journey.

Step 1: Sign Up and Set Up Your Workspace

• Visit CX Genie and click on "Sign in"
• Fill in the required information to create your account.
• Fill in your company URL

Step 2: Understand the Dashboard

• After signing in, explore the CX Genie dashboard.
• Familiarize yourself with the main sections: Bots, Reports, Settings, and Integrations.

Step 3: Create Your First Bot

• Navigate to the "Bots" section.
• Click on "Create Bot" to initiate the bot-building process.
• Define your bot's purpose, add a greeting, and customize its appearance.

Step 4: Message Flow – Building Conversations

• Head to "Message Flow" under Bots.
• Create a new flow by clicking "Create Flow".
• Design the conversation flow by adding blocks and connecting them seamlessly.
• Save your flow.

Step 5: Workspace Settings for Personalization

• Click on "Workspace Settings" to customize your workspace.
• Set up general information, add documents, and configure working hours.
• Manage membership and permissions within your workspace.

Step 6: Integration with External Tools

• Explore "Integrations" to connect CX Genie with external tools.
• Enhance your workflow with seamless integration and data exchange.

Step 7: Choose the Right Plan

• Navigate to "Pricing" in CX Genie
• Understand the available plans: Free, Premium, Pro, and Enterprise.
• Select the plan that aligns with your business needs.

Congratulations! You've completed the basic steps to set up and utilize CX Genie. This tutorial should give you a solid foundation, and as you explore further, you'll discover the full potential of this powerful customer support tool. Happy Chatbot Building!